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Webinar Replays

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

Date:
Thursday, February 16, 2023
Location:
On-Demand
Duration:
60 minutes

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.

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Moderator

S&P Global Contributor
Curt Ophaug-Johansen, Director of Energy Product Management with S&P Global Commodity Insights, has over 26 years’ experience in the energy information business services field. Full Bio

Speakers

S&P Global Contributor
Steve Piper is Director of Energy Research with S&P Global Market Intelligence. Full Bio
S&P Global Contributor
Mark Ferguson is a Research Director with the Metals & Mining Research group at S&P Global Commodity Insights. Full Bio
S&P Global Contributor
S&P Global Contributor
Monica Hlinka is a Research Analyst with Regulatory Research Associates, a group within S&P Global Commodity Insights Full Bio

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