MARKET VIEWS

Expert insights to help navigate complex markets

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…
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…
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…

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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