Q4 Power Forecast: The Energy Transition Resumes

Improving economics of renewable energy appears poised to upend power markets this year, as the advancement of electricity storage bridges renewable mandates and resource adequacy. S&P Global Market Intelligence believes these emerging technologies will make near-term generation shortfalls less likely than previously believed. At the same time, policies to encourage decarbonization of electricity are advancing and the challenges are substantial.

Join us as we review the key results and findings from Q4-2020 Power Forecast release and understand the implications of the post-pandemic surge in green energy:

• The coal and natural gas market share seesaw
• Implications of the breakthrough economics of hybrid solar and storage
• Offshore wind – impact of recent policy developments and impact on New England renewable markets
• ERCOT – the solar build out is here, and it's huge
• PJM – with capacity auctions set to resume, what is the impact of the MOPR expansion?