The Enernova Insights

The natural gas market is shifting due to rising demand, LNG exports, and producer discipline, impacting prices, electricity costs, and infrastructure. While policy may affect supply, market fundamentals drive pricing trends. This analysis examines the key forces shaping the future.

The "Natural Gas Demand Growth by 2030" chart outlines three potential growth scenarios—Low, Medium, and High—each driven by varying levels of LNG exports, power sector demand, and pipeline exports to Mexico.

At EnerNova, we empower businesses with smarter energy risk management. Watch our story to see how we help companies navigate the complexities of the energy market, optimize costs, and plan for a more sustainable future.

Technological progress in semiconductors is fueled by competition and efficiency gains. Betting against innovation has historically been a losing trade. This raises an important question: Are U.S. electricity demand forecasts failing to account for inevitable technological advancements?

EnerNova offers expert insights, access to multiple suppliers, and tailored risk management to help your business navigate the complex energy market. Unlike suppliers focused on their own interests, EnerNova puts your needs first, ensuring the best pricing and contract terms.

EnerNova Partners, a leading advisory firm specializing in energy risk management, cost optimization, and sustainability strategy for large commercial and industrial clients, is pleased to announce that Randy Marzen has joined the company as Partner and Vice President, Client Consulting.

In today’s volatile energy markets, businesses are increasingly turning to layered hedging strategies to manage risk and ensure budget stability. Layered hedging, or the practice of spreading out hedging transactions over time, provides several key benefits that make it an attractive option for energy consumers.

Under the leadership of key figures like Chris Wright and Doug Burgum, Trump’s Energy Council is pushing for significant shifts in U.S. energy policy, prioritizing deregulation, increased fossil fuel production, and a reevaluation of renewable energy support, while aiming to modernize energy infrastructure and reduce bureaucratic obstacles to innovation.

PJM Interconnection has proposed delaying its upcoming December 2024 capacity auction by six months, moving it to June 2025. A delay would impact at least three upcoming PJM capacity auctions. These auctions are essential for ensuring PJM has sufficient power supplies to meet future demands.