Real-time pricing data and strategic market alerts for your facility.
Side-by-side 2026 Henry Hub forecasts from Wood Mackenzie ($4.10), EIA STEO ($3.72), S&P Global ($3.95), Goldman, BofA, and Morgan Stanley. Consensus ~$3.85/MMBtu, range $3.20–$4.60. LNG feedgas, data-center burn, and winter 2026-2027 risk breakdown for procurement teams.
FERC finalizes the largest enforcement action in its history against American Efficient LLC — $722M in civil penalties and $410M in disgorgement for a 'money-for-nothing' scheme claiming 20+ GW of fake energy efficiency resources in PJM and MISO capacity markets over 11 years. $407.7M returned to PJM ratepayers.
PJM formally proposes a one-time Reliability Backstop Procurement targeting 14.9 GW of new capacity through bilateral contracting (Sep 2026) and central pay-as-bid auction (Mar 2027). Bipartisan governor coalition demands data centers bear costs. RFI issued April 16. Projected 50-60 GW shortfall over the next decade.
NGI forecasts 62 Bcf injection for week ending April 10 — more than double the initial 27 Bcf consensus. Storage surplus widens to 122 Bcf above 5-year average. Henry Hub at $2.58/MMBtu, lowest since Q4 2025 and 32% below EIA's $3.80 annual forecast. Commercial procurement window analysis.
EIA forecasts anticipate the average US commercial electricity rate to reach 13.12 cents per kWh in 2026. Regional divergence driven by transmission infrastructure upgrades, grid modernization, and capacity market shortfalls across the Northeast, ERCOT, and Mountain West.
Analyst consensus for the EIA Natural Gas Storage Report (April 16, 2026): 27 Bcf injection vs. 50 Bcf prior week. Wood Mackenzie, Reuters survey, and Estimize expectations. Henry Hub at $2.68/MMBtu. What analysts expect this means for commercial procurement and summer price risk.
PJM's 2027/2028 BRA cleared at $333.44/MW-day — the highest in RTO history — and marks the first time PJM failed to procure enough capacity to meet its reserve margin. Data center demand with a 40+ GW queue is the primary driver. Commercial bill impact: $2.80-$3.20/MWh in capacity charges.
MISO's draft MTEP-26 totals $8.8 billion with $3.1B earmarked for data center and industrial load growth. Expedited Project Review processes 13 GW of new load. Peak demand CAGR revised to 1-2% through 2044 — up from 0.5% in prior plans. Board vote December 2026.
EIA reports 50 Bcf net injection for week ending April 3, 2026. Working gas at 1,911 Bcf — 87 Bcf above the 5-year average. Henry Hub spot at $2.65/MMBtu, 30% below EIA's $3.80 annual forecast. NYMEX summer curve tops at $3.18. Commercial procurement window analysis.
18 states + DC offer electric choice in 2026. Commercial businesses save 10-18% vs default utility rates. State-by-state deregulation guide with average ¢/kWh rates and step-by-step switching process.
MISO's 2026/2027 PRA results post April 28. After Zone 4 cleared at $72.84/MW-day last year — a 300% spike — analysts expect further tightening. What this means for commercial electricity costs in IL, MI, IN, WI, MN.
US national average commercial electricity rate: 14.12¢/kWh (January 2026). State-by-state comparison from EIA Electric Power Monthly with ISO market context, YoY trends, and procurement timing for C&I buyers.
PJM's 2026/2027 Base Residual Auction cleared at the FERC-approved cap of $329.17/MW-day — 22% above the prior year. What this means for commercial electricity bills in PA, OH, NJ, IL, MD, VA, and DC starting June 1, 2026.
EIA reports a 36 Bcf net injection for the week ending March 27, 2026 — the first build of the season, arriving two weeks earlier than the 5-year average. Working gas at 1,865 Bcf. Henry Hub holds at $2.90. What early injections mean for gas-indexed electricity procurement.
EIA natural gas storage at 1,829 Bcf entering the 2026 injection season. Refill math: ~67 Bcf/week needed over 30 weeks to reach comfortable pre-winter levels. Henry Hub at $2.90 vs $3.80 EIA forecast. Commercial procurement timing analysis.
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