Latest / Energy Economics with Fexingo: Oil Prices, Renewables, and the Cost of Power
How Utilities Are Overbuilding Gas Plants Beyond Reliability
Episode 32 of Energy Economics with Fexingo dives into a surprising trend: even as renewable capacity surges, U.S. utilities are building new natural gas plants at a pace not seen in years. Lucas and Luna examine why — from data center electricity demand to the limitations of battery storage. They reference real numbers: Henry Hub natural gas at $3.36, and the recent jump in utilities like NextEra Energy. The hosts also look at a specific case: a Duke Energy plant in the Southeast that was justified as 'reliability' but is now running more hours than forecast. Is this a hedge…
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