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Navigating Market and Investment Challenges in Low Commodity Price Environment

Explore the impact of low commodity prices on power, fuel, and market dynamics. Analyzing investment trends amidst changing demands post-2012 shale boom and transmission upgrades.

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Navigating Market and Investment Challenges in Low Commodity Price Environment

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  1. Market, Industry, and Investment Challenges in a Low Commodity Price Environment PJM Roundtable Power, Fuel, & Commodity Market Overview Andrew Waranch Wednesday June 29th, 2016

  2. Monthly Prompt Henry Hub Natural Gas | 1990 to Date 1998 to 2008 Generation Growth 2012 and Beyond Demand Investment 2008 to 2012 Shale Boom 1990 to 1997 No New Generation

  3. 10.9 Spark On-Peak Whub RT vs Eastern Blend

  4. HR On-Peak Whub RT vs Eastern Blend

  5. 7.5 Spark Off-Peak Whub RT vs Eastern Blend

  6. HR Off-Peak Whub RT vs Eastern Blend

  7. National Generation - Total MWH

  8. Over production from new mines, new gas, global recession

  9. Non Commodity Changes Carbon - The Great Unknown PJM – Transmission upgrades to alleviate congestion, AND changes to long term reservations MISO– More plants exiting?, more wind, more retirements, more gas backing up from the East NYISO - Nukes Closing, New Canadian import lines, New Gas Pipelines, Upgraded NYISO Zone A imports Southeast – more gas pipeline with delays, more LNG exports, new nukes

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