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Nice Grid You’ve Got There – Mind Paying For It?
April 22, 2026
Nice Grid You’ve Got There – Mind Paying For It?
FERC's June Deadline & End of the Large-Load Grey Zone For the last year and…
Can Renewable Fuels Replace Fossil Fuels? Market Reality vs Policy Ambition
March 31, 2026
Can Renewable Fuels Replace Fossil Fuels? Market Reality vs Policy Ambition
Renewable fuels are increasingly positioned as one of the key solutions for decarbonizing the global…
The ELCC Crunch: How Shifting Capacity Values are Redefining Asset Valuation
March 31, 2026
The ELCC Crunch: How Shifting Capacity Values are Redefining Asset Valuation
In today's U.S. capacity markets, two acronyms are increasingly shaping investment decisions: ELCC (Effective Load-Carrying…
Advanced Biofuel Feedstocks: Forecasting Prices in the Waste-to-Wealth Energy Market
March 23, 2026
Advanced Biofuel Feedstocks: Forecasting Prices in the Waste-to-Wealth Energy Market
The global biofuel feedstock market is undergoing a structural shift. As governments accelerate decarbonization targets,…
PJM gas bid fever may be breaking
March 19, 2026
PJM gas bid fever may be breaking
The sale of four natural gas units by Constellation to LS Power for roughly $5…
Why the PJM 3IA Prices Cleared So Low
March 10, 2026
Why the PJM 3IA Prices Cleared So Low
Prices for PJM capacity in the 3rd Incremental Auction structure were released this week by…
Determining Demand in PJM: Auction Edition
February 26, 2026
Determining Demand in PJM: Auction Edition
Lack of demand side visibility in US power and capacity markets remains shocking. As the…
Project Finance and PJM: Auction Repercussions
February 25, 2026
Project Finance and PJM: Auction Repercussions
With $150 billion of capacity revenue at stake, PJM's planning for a long-term auction process…
Scarcity, Stabilized: Why PJM Isn’t Ready to Let Capacity Prices Run
February 24, 2026
Scarcity, Stabilized: Why PJM Isn’t Ready to Let Capacity Prices Run
How long can price controls work in the largest US power market? PJM’s recent Base…
Why keeping coal online will be so expensive
February 2, 2026
Why keeping coal online will be so expensive
Investors regularly optimize for demand growth but often struggle to model the complexity imposed by…
The Shape of the Storm: Lessons from Fern
January 29, 2026
The Shape of the Storm: Lessons from Fern
Energy transition investors kept the US energy economy humming during the real world climate risk…
Market View: Getting physical with RNG and CNG
January 20, 2026
Market View: Getting physical with RNG and CNG
Two unlikely words are center stage in renewable natural gas markets as 2026 begins: “dispensing…
Market View: PJM Backstop Bonanza
January 16, 2026
Market View: PJM Backstop Bonanza
Tens of billions of dollars of naked capacity exposure is being willed into financial materiality…
Transmission Matters Most in Bleak NYISO Forecasts
January 5, 2026
Transmission Matters Most in Bleak NYISO Forecasts
Wall Street may be transfixed by the drama in global oil markets, but the world's…
PJM Auction: Price Opacity Worsens
December 18, 2025
PJM Auction: Price Opacity Worsens
What happens next will reshape US power markets. PJM’s huge auction result has attracted attention…
New York’s Power Pricing Paradox
December 16, 2025
New York’s Power Pricing Paradox
Long term price forecasts for the New York Independent System Operator reveal a paradoxical but…
The Era of Realism for California PCC1
October 20, 2025
The Era of Realism for California PCC1
The latest 25-year PCC1 forecast from Noreva reflects a recalibration in development expectations.
Rebalanced Ambitions for REC Markets
October 19, 2025
Rebalanced Ambitions for REC Markets
Noreva’s Q4 2025 REC modeling captures a market moving from growth to governance, one where…
Dispatchable Dominance in SPP and MISO
October 18, 2025
Dispatchable Dominance in SPP and MISO
Across both SPP and MISO, Noreva’s updated merchant curve modeling reveals the fastest thermal buildout…
PJM Capacity Prices Reveal Structural Grid Stress
October 10, 2025
PJM Capacity Prices Reveal Structural Grid Stress
The 2026/2027 PJM Base Residual Auction cleared at the administrative price ceiling of $329.17/MW-day –…
RINs Rise on Release of EPA Proposal
September 30, 2025
RINs Rise on Release of EPA Proposal
The EPA has released its proposed Renewable Volume Obligations (RVOs) for 2026 and 2027 under…
PJM RECs Struggle after New Jersey BPU Meeting
May 27, 2025
PJM RECs Struggle after New Jersey BPU Meeting
On May 21, the New Jersey Board of Public Utilities (BPU) announced in a meeting…
Everyone’s Chasing Capacity
May 20, 2025
Everyone’s Chasing Capacity
The center of gravity in power markets is shifting – away from energy, and toward…
Can Gas Save SPP?
May 15, 2025
Can Gas Save SPP?
The rapid evolution of U.S. power markets is increasingly defined by the role of natural…
Battery Standards Reshape Capacity Dynamics
March 31, 2025
Battery Standards Reshape Capacity Dynamics
New sector guidance for battery projects may cushion the impact of technical derates currently weighing…
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See the market. Price the future.
See the market. Price the future.
See the market. Price the future.
See the market. Price the future.
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