CleanTechnica•about 24 hours ago
LNG Shock, Coal Myths, & The Real Winners On The Grid
- •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.
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