Commodities Focus

Everything, everywhere, all at once: US power market challenges post-IRA


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The issues impacting US power markets seem to be widespread and far-reaching lately. Since the Inflation Reduction Act was passed in August, it’s really taken over discussions at energy conferences due to its far-reaching impacts. But US power markets are also facing reliability concerns from extreme weather events, transmission permitting and the interconnection queue backlog, and massive growth in battery storage capacity.

S&P Global Commodity Insights’ Kassia Micek, Mark Watson, Morris Greenberg, and Sam Huntington discuss the biggest topics impacting US power markets right now and what progress has been made regarding change.

Related price assessments:

Lithium Carbonate CIF North Asia (BATLC04)

ERCOT North Hub day-ahead on-peak (IERNM00)

Powder River Basin 8,800 OTC (CTAOM01)

CAISO SP15 Gen Hub solar capture price index (ACPID00)

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Commodities FocusBy S&P Global Commodity Insights

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