US Power Forecast Q4'22: Could generation shortfalls upend the energy transition?

The energy transition broadly entails reduced investment in fossil generation and growing investment in zero-carbon generation and related technologies. However, if investment in fossil declines more quickly than investment in new generation sources can ramp up, supply squeezes could develop. Events of the last two years have renewed focus on regions of tightening generation that could be problematic as early as this summer.

Join us for an update on the market dynamics of fossil and green generation based off our Q4'22 power forecast release on S&P Capital IQ Pro. Topics include:

• Resource Adequacy primed for another serious test? Regions reviewed include CAISO/Southwest, ERCOT, and MISO
• Electricity storage:
• Projections of stationary capacity build
• Forecasts of storage operating profiles
• Recent trends in battery metals pricing
• Developments in state legislation and 2023 outlook

This webinar will be presented by S&P Global Commodity Insights research team. S&P Global Commodity Insights produces content for distribution on the S&P Capital IQ Pro platform, a product of S&P Global Market Intelligence.