U.S. Power Forecast - Q4'21: Will high commodity prices accelerate the energy transition?

The prospect of structurally higher prices for coal and natural gas, stoking already strong electricity markets, provides the opportunity for higher cash flows to merchant generation over the next 1-2 years. However, it may also accelerate the adoption of wind, solar, storage and emerging segments of green energy as the economic case grows more compelling.

Join our Energy analysts as they review the market dynamics of fossil and green generation with analysis from our Q4'21 power forecast release.

• ERCOT – will revisions to the market’s scarcity curve encourage greater reliability?
• MISO – does Illinois set the pace for a green arms race in the Midwest?
• Utility-scale or Grid-scale hybrid solar and storage – how quickly will this segment grow?
• Utility capital expenditure forecasts – who leads in energy transition spending?