The energy transition broadly entails reduced investment in fossil generation and growing investment in zero-carbon generation and related technologies. However, if investment in fossil declines more quickly than investment in new generation sources can ramp up, supply squeezes could develop. Events of the last two years have renewed focus on regions of tightening generation that could be problematic as early as this summer.

Join us for an update on the market dynamics of fossil and green generation based off our Q4’22 power forecast release on S&P Capital IQ Pro.