The sale of four natural gas units by Constellation to LS Power for roughly $5 billion is not cheap by any description, but it does…
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The much-rumored purchase of IPP–utility hybrid AES by GIP appears to be moving toward a closing phase, with the BlackRock subsidiary now diluting the full…
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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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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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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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