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Energy Supply, Demand, and Markets – November 2011

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Portfolio Diversity and the Nation’s Power Supply: Are We About to Be Imbalanced Again?

Continued low natural gas prices and the promise of a shale gas boom have altered the landscape both for gas and power and their markets. The shale gas boom is spurring pipeline expansion, although long-time geographic flow patterns are likely to change. Cheap gas also poses the potential to move the power generation industry into another major gas “build-out,” although industry veterans continue to be aware of the benefits of fuel diversity. Read more below.


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