What’s the issue?
Independent Power Producers are planning a massive increase in renewable generation over the next five years.
Why does it matter?
As the states are setting goals to decrease their carbon emissions, an increase in renewable generation will tighten the competition at utilities.
What’s our view?
Increasing IPP generation presents new opportunities for natural gas infrastructure, but commercial teams will need to be mindful of an individual state’s carbon goals to make strategic, successful partnerships.
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