Q3 Power Forecast: An Opening for Natural Gas and Coal Generation

One of the immediate effects of the 2020 global pandemic has been a pause in renewable project development and an increase in near-term natural gas prices. If these trends hold, it may lead to near-term boost in fossil asset values while green energy attempts a reset. Is a rebalancing act ahead of us or will the fossil generation window close as quickly as it opened?

Join our analysts as we review the key findings from S&P Global the Market Intelligence Q3 Power Forecast release:

• Origins and implications of the surge in domestic natural gas prices
• Renewables pipeline - Can it get restarted?
• Resource adequacy in energy transition – Case studies from key regional markets
• Comparative value drivers for wind and solar generation – ERCOT vs. California
• Implications of U.S. election results for wholesale electricity policy