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Currently looking at coal v. NG for power generation under new EPA regs; i.e., what makes them equal? The key to coal v. NG development is (1) changing commodities market structure; (2) plant efficiency, age, and technology; and, (3) the severity, or looseness of EPA compliance expectations. Will there be a carbon tax? If so, pricing and market effects.

A side, but increasingly important area of interest is renewable capacity factors; specifically when combined with backup CTs, or other energy storage technology. Issues include: economics, response times and reliability.

Everything that I do, on a day-to-day basis, is focused on the effects on rates at the retail level. That is, what do changes in the ...More
  • Description: Independent / boutique research firm analyst. Trading frequency: Monthly
  • Interests: Commodities, Energy stocks, Retirement savings, Stocks - long, Tech stocks
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