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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…
EDAM Launch Day – Briefing
May 4, 2026
EDAM Launch Day – Briefing
The West Has a Day-Ahead Market On May 1, 2026, CAISO's Extended Day-Ahead Market (EDAM)…
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…
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…
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
The 2026/2027 PJM 3rd Incremental Auction (3IA) cleared at $164/MW-day, well below the Base Residual…
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
PJM's Base Residual Auction for Delivery Year 2027/28 cleared at the Cost of New Entry,…
Untangling AES amid a power valuation boom
February 3, 2026
Untangling AES amid a power valuation boom
The much-rumored purchase of IPP–utility hybrid AES by GIP appears to be moving toward a…
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: 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…
Whiplash Refresh Highlights US Power Opportunities
October 22, 2025
Whiplash Refresh Highlights US Power Opportunities
Noreva's AI-enabled price forecasting models are signaling a significant shift in energy markets.
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…
The Three Big Risks at NAEMA
October 14, 2025
The Three Big Risks at NAEMA
As the North American power industry prepares for the future, three interlocking risks – Timing…
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 –…
Feds Fret, Private Markets Feast
September 25, 2025
Feds Fret, Private Markets Feast
With high prices prompting mergers and acquisitions in power, how long can the party last?
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…
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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