MARKET VIEWS

Expert insights to help navigate complex markets

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…
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,…
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…

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. 

CONTACT US

Ready to Price the Future?