Nat Gas/coal/power Primers?

CME Group is a good place to start for the basics. They have a handful of helpful videos/courses that are pretty quick and easy. Start there if you need it.

When looking to understand the physical side of things, knowing fracking/traditional wells and how pipelines and LNG export work will be a good baseline. For renewables, just look into how the different technologies work (e.g. difference between thermal and photovoltaic solar panels). Know how a nuke works. Know which sources of power are “callable” and which are not. Think about how weather affects both supply and demand of power.

In terms of what to read:

Energy Information Administration (EIA)

• “Today in Energy” is typically a good read. Quick. Usually a good graph included.

• The Short-Term Energy Outlook (STEO) is a really great monthly primer. The next one comes out on the 7th.

• Weekly NG storage numbers (Thursdays) are also good to follow. Trading volume often spikes right when the numbers release, especially when they don’t match expectations (take a look at the market for futures at the Henry Hub this past week. 90 BCF Injection number topped expectations and the market responded quickly)

Natural Gas Intelligence (NGI)

• If you don’t have access to the subscription, then there’s a three article cap, but there are ways to get around that. Really solid articles (Daily article is usually good. Kevin Dobbs articles are really good)

• Hub & Flow Podcast can be solid. Won’t blow you away, but a good energy market summary. Downsides are that it isn’t released very frequently and may not always hone in on your areas of focus. It’s free and about natural gas. Gets the job done.

RBN Energy

• Daily blog is great. Free access to the past five days.

• Rusty Braziel’s “The Domino Effect” is a really good read. Walks through the effects of the Shale Revolution

Energy Intelligence, International Energy Agency (IEA), LNG Prime, Rystad Energy, EnergyPoint Research, Payne Institute for Public Policy

Hope this helps.