US Power Forecast Q1’22: What lies beyond the global commodities bottleneck?

Global supply security issues have strengthened in the wake of Russia's invasion of Ukraine and extended the energy commodities price growth observed over the past nine months. Even as the economic case grows for a transition to greener electric generation, supply constraints may hamper how quickly the transition can occur, and there is a risk of bottlenecks along the way.

The S&P Global Commodity Insights energy research team, publishers of the S&P Capital IQ Pro Power Forecast, will review market dynamics of fossil and green generation coming out of the Q1'[22 power forecast release:

• CAISO – still on track to replace Diablo Canyon?
• MISO – new indications of tight reserve margins
• PJM – recap of further changes to auction parameters
• Atlantic offshore wind – policies advance as market prospects improve