United States Power Report Q2 2014 - New Report Available
The fact that the US spent most of January 2014 in the grip of a polar vortex, which sent temperatures plummeting to record lows, served to underscore some of our long-held views on US coal-gas dynamics. We have long believed that although a glut of cheap shale gas has driven a significant short-term switch from coal to gas in electricity generation, the composition of the country's energy mix will ultimately hinge on fluctuations in gas prices. To this end, we...
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