Preview Insights research — viewpoints cultivated with data to drive strategic decisions.
FERC Chairman Christie departs amid rising grid stress as nominee David LaCerte awaits confirmation. PJM capacity prices surge 22% to $329/MW-day, signaling urgent need for new generation while gas storage lags behind production growth.
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The extent to which Seven County limits traditional NEPA challenges will determine how FERC and the courts treat project segmentation, emissions analysis, and purpose-and-need framing, defining what counts as a legal requirement versus a discretionary agency judgment.
As developments encroach on existing pipelines, risks and costs rise, especially in fast-growing states with older infrastructure.
Natural gas remains the backbone of firm generation, but if turbine and transformer shortages delay capacity expansion, regions already at risk may struggle to meet demand.
Nat gas infrastructure stands to gain from PJM’s interconnection plan, but co-location rules for data-center generation could shift demand unexpectedly.
Arbo’s model accurately forecasted when Plaquemines’ blocks would produce first LNG — 1 month in advance of actual first LNG.
Natural gas remains the backbone of firm generation, but if turbine and transformer shortages delay capacity expansion, regions already at risk may struggle to meet demand.
While some solutions lie with the federal government, many barriers are rooted in regional policies and regulatory structures.