MARKET VIEWS

Expert insights to help navigate complex markets

What is LMP (Locational Marginal Pricing)? A Complete Guide for Energy Professionals
June 23, 2026

What is LMP (Locational Marginal Pricing)? A Complete Guide for Energy Professionals

If you work in power project development, asset management, or energy trading, you will encounter…
How Wholesale Electricity Prices Are Set: The Mechanics Behind Real-Time and Day-Ahead Markets
June 23, 2026

How Wholesale Electricity Prices Are Set: The Mechanics Behind Real-Time and Day-Ahead Markets

Electricity is traded like a commodity, yet it behaves unlike any other. It cannot be…
PJM Interconnection: A Beginner’s Guide to the Largest US Power Market
June 23, 2026

PJM Interconnection: A Beginner’s Guide to the Largest US Power Market

PJM Interconnection is the largest wholesale electricity market in the United States and one of…
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)…
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…
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…
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…

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?