Solar generation growth remained a powerful source of demand destruction for the South Central gas market this month, as ERCOT’s average mid-day solar generation jumped more than 47% above average rates from July 2024.
China generated over 10,000 TWh of electricity in 2024, more than doubling total U.S. power output as the global AI resource race heats up
Generation retirements to remove an outsized share of coal, natural gas, and petroleum-fired capacity from the US grid between 2025-2027 with replacements from solar, wind, and batteries.
Why risks to domestic road fuel demand skew to the downside despite scrapped EV mandates.
The Port of Singapore's LNG bunker sales through October gained over 311% Y/Y to 388K metric tons as shipping firms place more bets on LNG-powered dual-fuel vessels.
Quantifying US generation capacity if all capacity in interconnection queues reaches commercialization.
Battery EV sales slow as buyers turn to more reliable hybrid options
Asia's summer LNG rally erodes arb opportunity v. conventional bunker fuels
Focus shifts to reliable generation resources. Three fuels take the lead.
Canada's railway labor dispute and the risks to commodity markets and U.S. economic activity
and the follow-on effects for global supply chains, fuel demand, and instability
Overproduction, collapsing BO-HO spreads, and saturated D4 RIN markets complicate the near-term outlook, though new policy-driven incentives are set to take effect in 2025
