In the US, while gas is expected to remain
cost competitive against coal, there is a risk that
expectations for nuclear decommissioning takes
place later rather than sooner.
Given that nuclear and gas are more interchangeable from a clean
energy perspective than nuclear and coal, such a
policy development which could be more
damaging to gas demand growth than coal.
Politics have always been crucial for
developments in energy markets, and this time is
no different.
EU Forecast
euf:b18:172/nws-01