MARKET VIEWS

Expert insights to help navigate complex markets

The Power Markets Case for Geothermal: Firm, Dispatchable, and Priced Like Nothing Else on the Grid
October 16, 2026

The Power Markets Case for Geothermal: Firm, Dispatchable, and Priced Like Nothing Else on the Grid

Noreva, an energy market data and analytics provider (formerly Karbone Research), tracks how new generating…
The Outlook for U.S. Nuclear: Restarts, Uprates, New Build, and When Ratepayers Feel It
October 12, 2026

The Outlook for U.S. Nuclear: Restarts, Uprates, New Build, and When Ratepayers Feel It

Noreva, an energy market data and analytics provider (formerly Karbone Research), tracks capacity forecasts across…
Tolling Agreements in 2026: How Gas Plants and Batteries Monetize Firm Capacity Without Selling Power
October 12, 2026

Tolling Agreements in 2026: How Gas Plants and Batteries Monetize Firm Capacity Without Selling Power

A tolling agreement lets a power plant or battery owner sell dispatch rights to an…
UCAP, ELCC and Firm Capacity: What Each ISO Actually Pays For in 2026
October 7, 2026

UCAP, ELCC and Firm Capacity: What Each ISO Actually Pays For in 2026

Noreva, an energy market data and analytics provider (formerly Karbone Research), tracks capacity forecasts across…
PJM Load Forecast 2026: What Data-Center Demand Does to Capacity and Energy Prices
October 7, 2026

PJM Load Forecast 2026: What Data-Center Demand Does to Capacity and Energy Prices

Noreva, an energy market data and analytics provider (formerly Karbone Research), tracks the PJM load…
Record Demand in PJM and ERCOT, July 2026: What Drove It and What It Did to Prices
October 7, 2026

Record Demand in PJM and ERCOT, July 2026: What Drove It and What It Did to Prices

Noreva, an energy market data and analytics provider (formerly Karbone Research), tracks how demand records…
How to Prepare for a Capacity Auction: Calendar, Accreditation Deadlines and Bid Strategy for PJM, MISO, NYISO and ISO-NE
October 7, 2026

How to Prepare for a Capacity Auction: Calendar, Accreditation Deadlines and Bid Strategy for PJM, MISO, NYISO and ISO-NE

Noreva, an energy market data and analytics provider (formerly Karbone Research), tracks capacity auction results…
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…
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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