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