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Not many people saw that coming. And certainly none of the pollsters.
So what impact will a Trump presidency, and a Republican controlled Congress, mean for distributed energy expansion both in the US and globally? Here is a first Delta-ee view.
Our research suggests that Mexico will become a ‘Global Top 10’ market for gas engines by 2020
Mexico’s energy reform is likely to herald increased activity in the field of distributed power. Since the Mexican government passed an historic energy bill in December 2013 - paving the way for deregulation of the electricity sector and bringing to an end state-owned CFE’s monopoly of the market - Delta-ee has witnessed growing evidence that Mexico is currently undergoing a period of sustained market growth, particularly in the field of stationary power gas engines.
1. Firstly, there’s the phenomenal boom in shale gas supply and the resulting low natural gas prices. Going forward, while there is likely to be upward pressure on gas prices, we believe healthy spark spreads will continue up to 2020 with some States still experiencing electricity prices that are 4 or 5 times more than that of gas prices. We show below the 2012/2013 spark spread snapshot of each USA state.
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