美國東南部的電力和可再生能源——2022 年 4 月短期展望：價格上漲推高電價
Rising Commodity Prices Continue to Propel Power Prices: Southeast Power and Renewables April 2022 Short-term Outlook
2021年下半年，在天然氣價格同比大幅上漲的背景下，電價飆升。 2022 年冬季的上漲主要局限於美國東北部，但過去一個月天然氣價格期貨暴漲，增加了全國范圍內上漲的可能性。
預計到 2023 年，天然氣價格將保持高位，因為未來幾個月天然氣價格將在 7 美元/百萬英熱單位左右交易。同時，大量燃煤發電將被淘汰，主要是PJM和MISO，取而代之的是風能和太陽能，預計轉向可再生能源。
The second half of 2021 was marked by power prices surging on the back of strong year-on-year increases in natural gas prices. After winter 2022's excitement was confined mostly to the northeast, gas price futures have taken off over the past month, creating upside potential across the country. With natural gas prices trading near $7/mmbtu for the next few months, expect volatility risk to remain high well into 2023. Over that same time period, the stack will continue its transition towards renewables as a large swath of coal capacity retires, primarily in PJM and MISO, while wind and solar projects are slated to come online in their stead.