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Customer LoginsThe “New Configurations: America’s Gas and Power in Net Zero” study lays out the implications of the proposed US energy transition to sustainable energy sources for gas and electric power companies in light of the rapidly changing policy environment at the state, federal and global level. This study focuses on the key implications for power and gas markets and aim to answer three key questions:
The impact of decarbonization options on infrastructure is assessed according to regional dynamics.
The research and analysis focuses on “macro” regional markets: 1) Northeast 2) Mid-Atlantic 3) Southeast 4) Mid-continent 5) Texas and 6) West.
Regional energy dynamics vary widely and will directly impact the strategic choices faced by companies, policymakers, and regulators. Key regional variables include:
The work builds on two recent S&P Global research programs Sustainable Flame and Fast Transition and incorporates the unique characteristics of regional US energy markets. (The Sustainable Flame study evaluated options for decarbonizing natural gas and identified compelling use cases for zero emission hydrogen and renewable natural gas. Fast Transition is a gas and power market outlook incorporating deep decarbonization through electrification and hydrogen, where the electric power sector reaches carbon neutrality by 2040 and zero carbon by 2050, economy-wide CO2 emissions are reduced by 50% from 2005 levels by 2035, and economy-wide net zero CO2 emissions are reached by 2050.)
The study has four lead topics of investigation:
The deliverables are in two parts. The first part was a series of five virtual workshops—four that addressed each module and one final workshop that summarized the study’s conclusions. A detailed pre-read document consisting of PowerPoint slides were provided prior to each workshop. The content will be S&P Global proprietary analysis derived from a combination of our own databases, research, and publicly-sourced data. Upon completion of the workshops, we collated the supporting documents into a single reference final report that incorporates feedback from study participants as appropriate. These materials are of a semi-technical or technical nature.
The second part will be a white paper, which is available for free download. The white paper draws from the preceding materials. It is nontechnical and aimed at an audience of policymakers and non-technical investors with the purpose of illustrating the implications of moving to net zero energy for gas and power infrastructure.
Deliverable summary:
To help guide stakeholders, the implications of net zero policies for wholesale gas and power infrastructure are summarized and qualitatively addressed in a public white paper. Topics the white paper addresses include:
Renewable Natural Gas & Hydrogen
Evolution of the Natural Gas Industry
Designing a Decarbonized Power Generation System
Integrated energy research and analysis in US and Canada.
