The outlook change to stable from negative reflects near term high natural gas prices balanced against ample supplies.
- Rising demand drives high natural gas and power prices but sustainability of current prices is uncertain given ample supplies
- Declining capacity prices will partially offset net energy margin gains, leaving gas-fired peaking plants most at risk
- ERCOT and CAISO remain vulnerable to reliability issues
- Continuing shift to renewables and lower carbon emissions represents a longer term risk to existing fossil generation
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