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Gas Market Update Using Vulcan Indicators
This week's gas number is expected to be on the lower end of estimates (Bloomberg Avg. 69) due to several factors:
Counts of coal plants with high inventory growing along with coal inventories even though EIA notes an increase in coal generation.
These factors suggest a higher demand for natural gas from power generation vs. EIA preliminary numbers indicate.
Delayed and Cancelled Power Plans
Last week we introduced the Under Construction product. We are still obtaining much information from our analysis:
Last week we introduced the Under Construction product. We are still obtaining much information from our analysis:
2.7 GW of planned generation in 2024 is unlikely to come online due to lack of any under construction signs.
Over 19 GW of planned generation in 2025 may also be delayed, with 6 GW originally expected to be online by mid-year 2025.
Vulcan clients can access a list to compare their generation stack against and make adjustments accordingly. We will continue to monitor construction progress at over 100+ identified locations using weekly satellite imagery.
Vulcan Genstack Update
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