MARKET VIEWS

Expert insights to help navigate complex markets

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.
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…
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?

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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