Tens of billions of dollars of naked capacity exposure is being willed into financial materiality by the Trump administration today. Lack of liquidity down the…
Wall Street may be transfixed by the drama in global oil markets, but the world's financial capital faces structural energy problems much closer to home.…
What happens next will reshape US power markets. PJM’s huge auction result has attracted attention because it highlights the impact of a worsening shortfall of…
Long term price forecasts for the New York Independent System Operator reveal a paradoxical but increasingly important structural trend: seasonal prices are flattening, yet scarcity…
The 2026/2027 PJM Base Residual Auction cleared at the administrative price ceiling of $329.17/MW-day – a result that is as surprising as it is logical.
New sector guidance for battery projects may cushion the impact of technical derates currently weighing on project development and clouding capacity supply outlooks.