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Rising Plant Counts & Gas Ratio Implications
VULCAN INSIGHTS
This week's data reveals a significant increase in the number of coal plants exceeding 90% of their observed maximum inventory levels. We've observed a jump from 15 to 20 plants out of a total of 73. As this number continues to rise, we can expect gas burn ratios to decrease more than initially anticipated. This trend is likely driven by coal plants resorting to "must-run" operations, where they operate regardless of economic factors due to factors like coal pile safety and/or contractual obligations.
We've observed a jump from 15 to 20 plants out of a total of 73, the new 5 are:
Oak Creek
Wisconsin
Labadie
Montana
AES Petersburg
Indiana
Plum Point
Arkansas
Longview
West Virgina
Oak Creek
Wisconsin
Labadie
Montana
AES Petersburg
Indiana
Plum Point
Arkansas
Longview
West Virgina
Inventory Levels & Data Adjustments
While total coal inventories are currently high, it's important to consider the context provided by Vulcan's stock capability line. This metric adjusts for actual coal storage capacity compared to nameplate capacity, as explained in our previous report.
While total coal inventories are currently high, it's important to consider the context provided by Vulcan's stock capability line. This metric adjusts for actual coal storage capacity compared to nameplate capacity, as explained in our previous report.
We've implemented 2 key adjustments
Gas Ratio Scorecard
A New Tool for Informed Decisions
A New Tool for Informed Decisions
Vulcan Advantage
At Vulcan, we go beyond simply providing data. We strive to deliver valuable insights that extend beyond the raw numbers. We are committed to continuously expanding our capabilities to offer comprehensive market intelligence for coal, gas, and power markets.