EVA’s Gas & Coal Price Sensitivity Outlook is a monthly publication designed to help commodity traders, utilities, and merchant power plant owners understand how natural gas price movements drive fuel switching and shape power sector coal and gas burn across the U.S. Using EVA’s proprietary SCAN scenario analysis framework and the AURORA power dispatch model, each edition runs sensitivity analysis across a range of NYMEX gas price forwards to quantify the competitive dynamics between gas and coal in real time.
The subscription includes an accompanying Excel data file with all underlying burn sensitivity tables and capacity data.
Each monthly edition covers:
- Gas burn sensitivity analysis across a range of NYMEX forward price scenarios, summarized by EIA storage region and power market for the prompt month, summer, winter, and forward periods
- Coal burn sensitivity analysis by coal supply basin across the same range of gas price scenarios
- Monthly gas and coal burn forecast for the Lower 48, including installed capacity by fuel type on a quarterly basis
- Coal vs. gas dispatch economics by region, showing the cost competitiveness of each fuel at current and alternative price levels
- Regional power market analysis covering generation mix trends, recent market developments, and near-term fuel burn outlook across PJM, MISO, SPP, ERCOT, SERC, and WECC
- Henry Hub price forecast and month-over-month revision tracking
