Investors regularly optimize for demand growth but often struggle to model the complexity imposed by supply constraints. In energy, remembering both sides of the equation…
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Energy transition investors kept the US energy economy humming during the real world climate risk “stress test” of the last week. As system strains mount…
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Two unlikely words are center stage in renewable natural gas markets as 2026 begins: “dispensing capacity.” Resolving worsening midstream constraints are crucial to a reassertion…
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Tens of billions of dollars of naked capacity exposure is being willed into financial materiality by the Trump administration today. Lack of liquidity down the…
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Wall Street may be transfixed by the drama in global oil markets, but the world's financial capital faces structural energy problems much closer to home.…
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What happens next will reshape US power markets. PJM’s huge auction result has attracted attention because it highlights the impact of a worsening shortfall of…
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Long term price forecasts for the New York Independent System Operator reveal a paradoxical but increasingly important structural trend: seasonal prices are flattening, yet scarcity…
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Noreva's AI-enabled price forecasting models are signaling a significant shift in energy markets.
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The latest 25-year PCC1 forecast from Noreva reflects a recalibration in development expectations.
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Noreva’s Q4 2025 REC modeling captures a market moving from growth to governance, one where ambition gives way to realism and scarcity yields to structure.
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Across both SPP and MISO, Noreva’s updated merchant curve modeling reveals the fastest thermal buildout in over a decade.
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As the North American power industry prepares for the future, three interlocking risks – Timing Risk, System Risk, and Planning Risk – are emerging as…
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