RD Energy's Stay Current Podcast

RD Energy Stay Current Podcast- September 2024: Brace for Impact

Darrell Bragg

In the podcast we explore a number of very important things that could be earthquakes to energy consumers and the prices they pay:

 

  1. PJM capacity costs is going up 10X for the June 2025 – May 2026 year, but is this only the beginning of higher capacity prices and will they even go higher?
  2. If PJM is saying that power generation available is lacking what they forecast is needed during a critical high usage event now, what will happen when Intel, Microsoft, Google, Amazon and others adds massive electric demand over the next few years? 
  3. Natural gas LNG export capacity growth will increase from 14 bcf/day to approximately 22 bcf/day by the end of 2028 and possibly double by the end of 2028.  
  4. After 2 of the warmest winters in 50 – 100 years will this winter featuring the La Nino weather condition be more normal with some Polar Vortex possibilities?  
  5. Will Europe and Asia the home for U.S. LNG exports have a colder winter this year, since they too had back to back very warm winters?