Why Natural Gas Drives Texas Electricity Rates

When the Public Utility Commission of Texas (PUCT)tax exemptions for the equipment that captures,
helped set up the rules for Texas electricitytransports, and stores their carbon dioxide. It also
deregulation, they noted that ”...the market pricesgives local taxing authorities the option to defer
of generation will likely be set by gas-firedtaxes in the early years of a project’s
generation, and as such, it is appropriate to apply thedevelopment. The first three projects that can
changes in the market price of natural gas to theachieve a 70% carbon capture rate will qualify for an
entire fuel factor in order to maintain the level ofadditional bonus – a $100 million per project
headroom in the price to beat.franchise tax credit. Of course, these conditions
This acknowledges that natural gas is used by morerequire generators to meet stringent air emission
than half of power generating plants in Texas. This isstandards for nitrogen oxides, sulfur dioxide,
followed by coal fired plants, nuclear, and wind. Texasparticulate matter, and mercury.
produces 25% of the nation’s natural gas and isHowever, over the past year, the price of natural
the largest producer; it also stores and suppliesgas delivered to electric generators has fallen
natural gas via pipeline for all regions of the country.dramatically. In fact, some US Department of Energy
Yet while Texas has large reserves of low grade coal(DOE) analysts believe current natural gas prices now
(lignite), most of what is burned in its coal-fired plantsadd an incentive for electricity generation companies
is brought in via train from Wyoming and Montana.to retire their coal-fired systems with newer
Texas produces and consumes more electricity thannatural-gas-fired generation. This is especially true due
any other state. However, according to the US Dept.to the advent of combined cycle natural-gas-fired
of Energy, “Despite large net interstate electricityelectricity generators.
imports in some areas, the Texas InterconnectCombined cycle generators use a gas turbine (similar
power grid is largely isolated from the integratedto a jet engine) to spin and generate electricity. The
power systems serving the eastern and westernwaste heat from the turbine is used to heat water
United States, and most areas of Texas have littleand create steam. The steam is then used to spin a
ability to export or import electricity to and fromsteam turbine, thus generating even more electricity.
other states.”These systems function more efficiently than typical
So, it makes sense for Texas electric powercoal-fired units, consuming fewer BTU of fuel per
generators to rely more on the supply of natural gaskWh of electricity generated.
in our backyard rather than waiting for the nextBack in July, 2008, gasoline spiked to over $4.00 per
1,000 tons of coal to roll in from Wyoming. Naturalgallon. Natural gas prices spiked as well and so did
gas is also cleaner burning than coal and does notelectricity. Consumers cut back on their travel and
leave behind large amounts of cinder and ash thathave continued to do so since. This helped drive
require proper disposal.down the price of oil, gasoline, and natural gas. In
Natural gas is a valuable and relatively rare fuelsome parts of the country facing tough times,
commodity and is frequently uncovered when drillingbusinesses have laid off workers or shut down and
for oil. So, its price is bound to a commodity in a veryare no longer using natural gas to heat their buildings
volatile market where prices are often shaped byor need electricity to power their machinery.
world events. For this reason, it costs more to buyNow, there is a huge surplus of natural gas. The
than coal, nuclear, and wind. Since electricity is notDOE’s EIA also reported in its weekly natural gas
separated in the wires according to how it wasstorage report that:
generated, the price per kilowatt hour (kWh) is set“Working gas in storage was 3,204 Billion cubic
to the price of the most expensive fuel used tofeet (Bcf) as of Friday, August 14, 2009, according
generate it: natural gas. This is known as “theto EIA estimates Stocks were 562 Bcf higher than
price to beat”.last year at this time and 513 Bcf above the 5-year
Critics of the Texas electricity deregulation systemaverage of 2,691 Bcf.”
have argued that the key to cheaper electricity is toThat’s an awful lot of natural gas. And what
build more coal-fired generation plants. Recent statemost consumers will want to know, a high supply
legislation seeks to clean up Texas’ coal-firedmeans natural gas prices and Texas electricity
generation. The combination of Texas House Bill 469rates—will be low.
and key elements of Texas Senate Bill 2111In fact, since January 2009, Bounce Energy has cut
establishes a two-tiered incentive package for cleanits prices 7 times.
coal projects in Texas.And possibly, because of this ballooning 5 year
Coal-fired generation projects capturing at least 50%storage level high, prices may continue declining
of their carbon dioxide emissions are eligible for salesthrough fall.