IPPs have performed well and big expectations are now priced in. However, their fates are not equal. This post from our Enverus Intelligenceยฎ Research team teases some of the differences we see across regions and name
๐ช๐ต๐ฎ๐ ๐๐ฒ๐ฟ๐ฒ ๐๐ต๐ฒ ๐บ๐ผ๐๐ ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐๐ถ๐ป๐ด ๐๐๐ผ๐ฟ๐ถ๐ฒ๐, ๐ถ๐ฑ๐ฒ๐ฎ๐ ๐ฎ๐ป๐ฑ ๐ฏ๐ฒ๐๐ ๐ฐ๐ผ๐ป๐๐ฒ๐ป๐ ๐๐ผ๐ ๐๐ฎ๐ ๐๐ต๐ถ๐ ๐๐ฒ๐ฒ๐ธ? Please share in the comments for all of us!
IPPs have performed well and big expectations are now priced in.
However, their fates are not equal. This post from our Enverus Intelligenceยฎ Research team teases some of the differences we see across regions and name:
Independent power producers (IPPs) face a pivotal shift as renewables reshape generation. Our recent report, Dispatch to Dollars โ Market Forecasts Driving IPP Profits, outlines the impact on profitability through 2035. Opportunities arise amid thermal retirements and volatile pricing.
โข IPP capacity will decline through 2035 as coal and distillate plants retire; however, revenue in high net-load zones like PJM and MISO will rise through 2030, driven by price volatility induced by renewable energy.
โข Evolving market dynamics โ lower prices during solar and wind peaks, and higher prices in the mornings and evenings โ enable strategic dispatch, offsetting long-term capacity constraints with short-term revenue gains.
