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27.01.26 - 18:36
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US Natural Gas Falls After Record as Silver Rallies on China Buying, Supply Tightness (Bloomberg)
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Silver's record-breaking rally is being supported by swelling physical demand combined with speculative interest in a relatively illiquid market, with signs that buyers in China are leading the drive. US natural gas declined in thin trading as forecasts shifted warmer, partly retreating from the past week's historic rally as freezing temperatures pushed up heating demand across the country and disrupted supplies. Bloomberg's Mike McGlone joins to discuss on Bloomberg Intelligence. (Source: Bloomberg)...
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27.01.26 - 04:18
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"Sleep Tight, America. We Got This": NatGas And Coal Power Plants Prevented Grid Collapse During Historic Winter Blast (ZeroHedge)
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"Sleep Tight, America. We Got This": NatGas And Coal Power Plants Prevented Grid Collapse During Historic Winter Blast
Submitted by Criterion Research President James Bevan,
Winter Storm Fern's Arctic blast from January 21-26 provided clear data on generation dispatch patterns during extreme cold weather events. The storm stressed multiple U.S. power grids, such as PJM and ERCOT and demonstrated the operational characteristics of different generation types under peak winter demand conditions.
As the cold rolled in - Criterion's pipeline data showed huge increases in deliveries to gas-fired power plants. That included dozens of active plants hitting all-time highs, along with a huge amount of peaking capacity firing online to help keep the grid stable.
We analyzed the top 20 interstate gas power meters by net change versus seven days ago to see what meter stations ramped up the most over that time.
Thirteen of the top 20 meters had zero or near-zero baselines 7 days ago, indi...
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26.01.26 - 22:01
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Winter Storm Sends Natural Gas Futures Past $6 Benchmark (Bloomberg)
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This weekend's snow and ice storm put power grids to the test. 12% of natural gas production was knocked off-line and futures for February rose above $6 per million British thermal units for the first time since 2002. Stephen Schork of The Schork Report says markets were slow to react to the upcoming demand surge. (Source: Bloomberg)...
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