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.
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