MARKET VIEWS

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Renewable Fuel Standard (RFS): Definition, RIN Categories, and Obligated Parties
August 15, 2026

Renewable Fuel Standard (RFS): Definition, RIN Categories, and Obligated Parties

The Renewable Fuel Standard (RFS) is the federal program that requires a minimum volume of…
What is a Voluntary Carbon Market (VCM) ?
August 15, 2026

What is a Voluntary Carbon Market (VCM) ?

The voluntary carbon market (VCM) is where companies, governments, and individuals buy and retire carbon…
What are Scope 2 Emissions
August 15, 2026

What are Scope 2 Emissions

Scope 2 emissions are the indirect greenhouse gas emissions tied to the electricity, steam, heating,…
What is Net Zero ?
August 15, 2026

What is Net Zero ?

Net zero means balancing the greenhouse gases a company or country emits with an equivalent…
ERCOT Price Spikes: Causes, Historical Patterns and What to Expect in 2026
June 23, 2026

ERCOT Price Spikes: Causes, Historical Patterns and What to Expect in 2026

ERCOT, the Electric Reliability Council of Texas, operates the most volatile wholesale power market in…
Quack Economics: What the Duck Curve Actually Prices in 2026
May 14, 2026

Quack Economics: What the Duck Curve Actually Prices in 2026

The shape CAISO warned about in 2013 is no longer a warning; it's the market's…
Four Bets on the Grid: How Data Centers are Solving the Power Problem
May 7, 2026

Four Bets on the Grid: How Data Centers are Solving the Power Problem

Data Centers and the Power Problem The bottleneck in data center development has changed. When…
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…

See the market. Price the future. 

See the market. Price the future. 

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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