Two U.S. markets occasionally produce more electricity from coal than from natural gas
Two electricity markets in the Midwest still generate more electricity from coal than from natural gas in at least some months of the year: Southwest Power Pool (SPP) and the Midcontinent Independent System Operator (MISO). We expect these two regions will generate more electricity from coal than from natural gas in some upcoming winter months, […]
Distributed solar generating capacity is the fastest-growing power source in Brazil
Growth in distributed solar generation capacity has driven growth in total electricity generation capacity in Brazil since 2019. Distributed solar generation capacity grew from less than 1 gigawatt (GW) in 2018 to 40 GW in 2025 through June, accounting for 43% of all electricity capacity additions over that period.
U.S. total distillate inventories forecast to end 2025 and 2026 at multiyear lows
In our September Short-Term Energy Outlook, we forecast U.S. total distillate inventories to end 2025 and 2026 at lower levels than previous years because of significant inventory draws in 2025, strong export demand, and domestic production declines stemming from refinery closures. In the weeks since the publication of this forecast, U.S. distillate inventories have increased […]
Utility-scale batteries are more commonly used for price arbitrage
In our annual survey of power plant activity, we ask operators of utility-scale batteries how they are using their systems, and one use case is increasingly prevalent: price arbitrage. Arbitrage involves buying electricity when prices are relatively low and selling that electricity when prices are high.
U.S. Northeast is relying less on electricity imports from Canada
Over the past few years, net electricity inflows from Canada into New York (New York Independent System Operator, or NYISO) and New England (Independent System Operator of New England, or ISO-NE) have decreased. We identified this trend in an analysis in 2024, and the trend has continued through the first eight months of 2025. From […]
Summer diesel margins tighten with European supply shift
In early 2023, the European Union implemented a ban on seaborne imports of diesel fuel, commonly called gasoil, from Russia following Russia’s full-scale invasion of Ukraine the previous year. The ban reoriented trade flows as Europe imported more diesel from the Middle East and the United States rather than Russia. This summer, Europe’s increased reliance […]
Per capita energy-related CO2 emissions decreased in every state between 2005 and 2023
Per capita CO2 emissions from primary energy consumption decreased in every state from 2005 to 2023, according to recently released data in our State Energy Data System. Total energy-related CO2 emissions in the United States fell 20% over that time, and the population grew by 14%, leading to a 30% decrease in per capita CO2 […]
Northwest U.S. natural gas prices remain historically low in 2025
Monthly average natural gas spot prices in the northwestern United States reached historic lows in 2025, as ample supply from Canada coincided with subdued regional demand for natural gas-fired electricity. At Northwest Sumas, a key pricing hub for natural gas in the U.S. Pacific Northwest, the daily spot price averaged $1.59 per million British thermal […]
Growing natural gas deficit leads Egypt to ramp up natural gas imports
In August 2025, Egyptian firm Blue Ocean Energy struck a $35 billion deal with partners in the Chevron-operated Leviathan field offshore of Israel to import more natural gas from Israel, the latest move by Egypt to meet natural gas demand that is outpacing domestic production. In our latest update to the Eastern Mediterranean Energy briefing, […]
U.S. biodiesel and renewable diesel imports fall sharply in 2025 after tax credit change
U.S. imports of biodiesel and renewable diesel significantly decreased in the first half of 2025 (1H25) compared with the same period in previous years. This decline is primarily due to the loss of tax credits for imported biofuels and generally lower domestic consumption of these fuels.
