CleanTechnica•1 day ago
LNG Shock, Coal Myths, & The Real Winners On The Grid
Key Takeaway
Geopolitical events can rapidly shift the economics of gas-fired generation, challenging conventional wisdom about backup fuels and highlighting the emergence of alternative 'winners' on the grid.
AI Summary
- •Geopolitical events, such as the Strait of Hormuz disruption, can trigger significant LNG supply shocks, leading to delays, diversions, and repricing of natural gas.
- •These LNG shocks directly impact the economics and availability of gas-fired generation, making it less attractive or accessible for power producers.
- •The article challenges the conventional wisdom that coal automatically benefits from natural gas supply disruptions, suggesting other generation technologies are emerging as 'real winners' on the grid.
Topics
capacity-marketccgtemissionspolicyppasimple-cyclesolarstoragewind
Article Content
The easiest story to tell after the Strait of Hormuz disruption was that coal would be the winner. It had the virtue of sounding like common sense. If LNG cargoes are delayed, diverted, or repriced, then gas-fired generation becomes less attractive or less available, while coal plants that are already ... [continued] The post LNG Shock, Coal Myths, & The Real Winners On The Grid appeared first on CleanTechnica .