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Algonquin Citygate Averaged 43¢ Below Henry Hub in Spring and Summer 2026

EIA says Algonquin Citygate averaged 43¢/MMBtu below Henry Hub from April through July 2026 as Canadian imports set a record and New England gas-fired generation declined.

ERCOT Reserve and SCED Errors: 3,700 MW Gap and 13-Hour Price Issue

ERCOT says its corrected reserve model adds 3,700 MW per hour and missing meters caused affected SCED prices to be calculated incorrectly for 13 hours 22 minutes on September 2.

ERCOT Batch Zero: Provisional Classifications Issued September 3

ERCOT issued provisional Batch Zero classifications on September 3. Inclusion can remain conditional on verification, model-data cures, or a PUCT exception; no qualified-load total or energization approval was published.

ERCOT Load Records: 91.1 GW Hourly Peak and 74.5 GW Weekly Average

EIA reports ERCOT demand reached a 91.1 GW hourly peak on July 22 and a 74.5 GW record weekly average for the week ending August 22, 2026. See the sustained-load, 4CP, and buyer caveats.

ISO-NE 2027/28 ARA2 Clears at $3.935/kW-Month — 9.9% Above FCA 18

ISO-NE's approved second Annual Reconfiguration Auction for 2027/28 cleared at $3.935/kW-month, 9.9% above the original FCA 18 Rest-of-Pool price. Buyer analysis separates reconfiguration trades, the original capacity result, and future prompt-market reform.

Texas ERCOT Electricity Exposed to Global LNG Spike Following U.S.-Iran Military Strikes

Golden Pass LNG 2026: Train 1 Export Ramp and U.S. Gas Demand

EIA reports Golden Pass began LNG exports in April 2026, with Train 1 ramping through year-end at 0.7 Bcf/d nominal capacity and Train 2 expected to begin exports in late 2026.

Weekly Market Pulse: February 23, 2026

Executive summary of commercial energy procurement markets, featuring macroeconomic fundamentals, regional ISO updates, and basis risk analysis.

EIA Natural Gas Monthly 2026: June Production, Power Burn, and LNG Exports

EIA's August 2026 Natural Gas Monthly says June dry gas production averaged 112.33 Bcf/d, electric-power deliveries reached 39.97 Bcf/d, and LNG exports reached 17.37 Bcf/d.

NYISO September 2026 Capacity Auction: NYC Clears at $12.39/kW-Month

NYISO's September spot capacity auction cleared at $12.39/kW-month in New York City, $10.13 on Long Island, and $5.97 statewide and in G-J. Compare August results and buyer caveats.

EIA August 2026 STEO: Henry Hub $2.87 and Record 3,985 Bcf Storage Forecast

EIA's August 11, 2026 Short-Term Energy Outlook cuts the 3Q26 Henry Hub forecast to $2.87/MMBtu and projects record end-October working gas of 3,985 Bcf, 5% above the five-year average.

U.S. Battery Storage Capacity Reaches Nearly 52 GW: CAISO Buyer Context

EIA reports 43.6 GW of operational U.S. battery storage at year-end 2025 and 8.3 GW added through June 2026, bringing nameplate capacity to nearly 52 GW. Operator plans through 2028 remain explicitly separate from current capacity.

New Jersey Commercial Electricity Rates 2026: NJBPU Reform Facts

NJBPU's July Phase 1 report says New Jersey commercial electricity prices rose 6.4% annually and industrial prices 8.9% from April 2021 to April 2026; Phase 2 modeling is still pending.

Archive: PJM Reliability Backstop Workshop Preview

Historical February 2026 workshop preview. PJM's July 27 Board decision now defines the proposed backstop procurement and large-load service framework; use the current decision owner for live buyer guidance.

Champlain Hudson Power Express Is Operational: 1,250 MW Line Reaches Full Output

CHPE reached commercial operation May 13 and ran at its full 1,250 MW capacity on July 3, when Canadian imports supplied 9% of NYISO demand. Repair outages keep availability in focus.

SPP RTO West Goes Live: The First US Grid Operator Spanning Both Interconnections Is Now Operational

SPP launched RTO operations in the Western Interconnection on April 1, 2026, becoming the first US RTO spanning both East and West. Nine load-serving utilities led the expansion, WEIS was discontinued, and commercial buyers should watch power-market and transmission effects.

PJM 2028/2029 Capacity Auction: $325 Cap and 6.8 GW Shortfall

PJM's 2028/2029 Base Residual Auction cleared 138,317.8 MW UCAP at the $325/MW-day cap. Including FRR commitments, total capacity remained 6,831.3 MW below the reliability requirement.

ISO-NE DASI Costs: What New England Buyers Can Verify

ISO-NE DASI co-optimizes day-ahead energy and reserves. Verified market-design changes, post-implementation updates, and contract-specific guidance for New England commercial buyers.

EIA July 2026 STEO Natural Gas Forecast: Henry Hub $3.67 and 2027 Power-Burn Record

EIA's July 7, 2026 Short-Term Energy Outlook forecasts Henry Hub at $3.67/MMBtu in 2026 and $3.49/MMBtu in 2027, with LNG exports at 17.4 Bcf/d this year and U.S. power-sector gas consumption reaching a record in 2027.

SPP Negative Prices: 12.7% of Real-Time Intervals in 2025

SPP negative prices are a wholesale power-market signal, not a gas tariff. The SPP MMU says 2025 real-time negative intervals fell to 12.7%, while Panhandle Eastern hub gas cost rose 50%.

Commercial Electricity Rate Hub: April 2026 EIA State Benchmarks

EIA's Electric Power Monthly, released June 25, 2026, shows U.S. commercial electricity averaged 13.51¢/kWh in April 2026, up 4.8% year over year. State benchmarks include California, New York, Texas, Ohio, Pennsylvania, and North Dakota.

CAISO Solar Surpassed Natural Gas in 2026: EIA First Five-Month Data

EIA's June 16, 2026 analysis says utility-scale solar surpassed natural gas generation in CAISO across the first five months of 2026: solar generation rose 21% versus 2024, gas generation fell 60%, and battery storage capacity reached 16 GW.

EIA June 2026 STEO Natural Gas Forecast: Henry Hub $3.60, LNG Exports 17.2 Bcf/d

EIA's June 9, 2026 Short-Term Energy Outlook raises Henry Hub forecasts to $3.60/MMBtu in 2026 and $3.46/MMBtu in 2027 while LNG exports and associated gas production both grow.

EIA Power-Sector Natural Gas Forecast: 43.7 Bcf/d This Summer, Record High Expected in 2027

EIA's May 28 Today in Energy analysis forecasts electric-power natural gas consumption at 43.7 Bcf/d in summer 2026 and a record 46.1 Bcf/d in summer 2027, with ERCOT and PJM load-growth implications.

California Natural Gas Prices 2026: Historic Lows, PG&E And SoCal Basis Risk

EIA says California natural gas spot prices reached historic lows in early 2026, with Pacific storage 30.9% above the five-year average and California gas use down to 4.8 Bcf/d in 2025. Buyer context for PG&E, SoCalGas, CTA offers, and winter basis risk.

FERC Summer 2026 Assessment: Heat, Gas and Hydropower Grid Risk

FERC's May 21 summer assessment and NERC's 2026 Summer Reliability Assessment point to adequate normal resources but stress risk in New England, Far West ERCOT, and WECC-Northwest. Buyer context for gas basis, hydropower, demand response, and procurement language.

NextEra and Dominion Merger: Data Center Power Demand and Commercial Buyer Risk

NextEra Energy and Dominion Energy announced a definitive all-stock combination that would serve 10 million utility accounts, own 110 GW of generation, and hold 130+ GW of large-load opportunities. Buyer context for Virginia, PJM, and data-center cost allocation.

ERCOT Solar vs Coal 2026: EIA Forecast and Buyer Read

EIA's May 13, 2026 Today in Energy update forecasts ERCOT utility-scale solar generation at 78 BkWh in 2026, compared with 60 BkWh from coal. Texas buyer context for solar growth, gas exposure, and large-load demand.

PJM Summer 2026 Outlook: 156.4 GW Peak and 7.8 GW Demand Response

PJM's May 7 Summer Outlook 2026 forecasts about 156.4 GW of peak load, 180.2 GW of generation capacity, and 7.8 GW of contracted demand response. Buyer read-through for PLC, capacity, demand response, and reliability planning.

FERC Orders $1.1 Billion Penalty for Decade-Long Capacity Market Fraud in PJM and MISO

FERC finalizes the largest enforcement action in its history against American Efficient LLC — $722M in civil penalties and about $410M in disgorgement for a 'money-for-nothing' scheme claiming 20+ GW of fake energy efficiency resources in PJM and MISO capacity markets. Buyer impact depends on settlement, tariff, and pass-through treatment.

New York Electricity Costs March 2026: NYC Rates Hit 27.39¢/kWh as ConEd Hike and Gas Costs Converge

Average electricity costs in New York March 2026, preserving the 27.39¢/kWh NYC publication snapshot while adding current February 2026 EIA statewide context.

Long Island Commercial Demand Response: 2026 Rates & Enrollment Open

PSEG Long Island's 2026 System Peak Relief Program is open, offering an $8.00 per kW/month reservation payment. NYISO's final 2025/2026 Locational Capacity Requirement for Long Island Zone K is 106.5%, making load flexibility worth account-specific review.

Long Island Commercial Electricity 2026: Understanding PSEG's Power Supply Charge

Analysis of PSEG Long Island's 2026 Power Supply Charge volatility, LI Choice supply comparison, and Zone K context for Nassau and Suffolk commercial accounts.

Virginia Data Centers: EIA Confirms Commercial Load Surge as Dominion's 70 GW Pipeline Reshapes Rates

EIA says Virginia commercial electricity sales rose nearly 30 million MWh from 2019 to 2025, while Dominion zone winter peak reached 25,413 MW. Updated buyer context for GS-5 demand charges, PJM capacity risk, and Northern Virginia load growth.

CAISO EDAM Is Live: PacifiCorp First in the Western Day-Ahead Market

CAISO and PacifiCorp launched EDAM on May 1, 2026. Daily EDAM reports now add prices, imbalance reserves, reliability capacity, and transfer metrics to the Western market-design watch list.

MISO Capacity Cost Mitigation Guide 2026: Official PRA Results and Buyer Actions

Source-reviewed guide for Midwest commercial buyers after MISO's official 2026/27 PRA results: summer capacity cleared at $424.30/MW-day in North/Central zones, $384.10 in LRZs 8 and 10, and $412.10 in LRZ 9.

MISO 2026/2027 Capacity Auction Preview: Official Results Now Posted

Historical preview of MISO's 2026/2027 PRA, updated after official April 28 results posted. Current summer North/Central capacity cleared at $424.30/MW-day; use the official results page for current pricing.

MISO 2026/27 PRA Results: Summer Capacity Clears at $424.30/MW-Day in North/Central Zones

MISO's official 2026/27 Planning Resource Auction results show sufficient resources in all zones, with summer clearing at $424.30/MW-day for North/Central zones, $384.10 for LRZs 8 and 10, and $412.10 for LRZ 9.

Commercial Energy Market Snapshot: April 28, 2026

Weekly procurement intelligence tying EIA's April 23 gas storage baseline, MISO's April 28 PRA results timing, ERCOT large-load planning, and Western market coordination into one source-labeled buyer path.

Commercial Energy Market Snapshot: April 21, 2026

Weekly procurement intelligence tying PJM's 14.9 GW reliability backstop, ERCOT's 410 GW large-load queue, MISO's April 28 capacity timing, and NYISO downstate rate divergence into one buyer-facing market view.

ERCOT Forecasts 367 GW Peak Demand by 2032 — 4.3 Times the Current Texas Record

ERCOT's preliminary long-term load forecast reaches 367,790 MW by 2032, but ERCOT describes the figure as a preliminary snapshot rather than a prediction of what will be built. Buyer read-through for Texas transmission, interconnection, and commercial rate risk.

New York Energy Costs 2026: Average Electricity & Gas Rates by Utility (ConEd, National Grid, NYSEG)

New York's February 2026 EIA benchmarks show 29.99¢/kWh residential and 23.49¢/kWh commercial average revenue. ConEd rate-plan, Zone J, and ESCO procurement context with no assumed savings guarantee.

ConEd Commercial Electricity Rates 2026: NYC Zone J Delivery Costs and ESCO Comparison

2026 Con Edison commercial rate breakdown: 3.5% delivery increase approved by NY PSC, NYISO Zone J wholesale-price exposure, and ESCO procurement questions for NYC businesses. Savings vary by usage shape and contract terms.

ISO-NE DASI $921M Cost Complaint: What New England Buyers Should Track

The ISO-NE DASI complaint cites about $921M of costs versus a $140M annual impact assessment. Buyer context for ancillary-service pass-throughs, FERC reform timing, and New Hampshire policy uncertainty.

Des Moines 2026: MidAmerican Energy's 8.34¢/kWh Benchmark Faces MISO's 5 GW Capacity Squeeze

Des Moines/MidAmerican commercial benchmark cited at 8.34¢/kWh at publication, with current Iowa EIA commercial average revenue at 10.74¢/kWh for February 2026. MISO capacity risk and April/June 2026 tariff adjustments still signal upward structural pressure.

MISO Unveils $8.8 Billion MTEP 26 Transmission Plan — $3.1B for Data Center Load Growth

MISO releases draft $8.8B transmission expansion plan with $3.1B earmarked for rapid data center load growth. Substation demand running 5 years ahead of projections. Midwest commercial rate impact analysis.

NYISO Faces 650 MW NYC Summer Shortfall as Offshore Wind Projects Stall

NYISO projects 650 MW shortfall in NYC for summer 2026. Empire Wind and Sunrise Wind (1,740 MW combined) behind schedule. Reliability and cost analysis.

Archive: MISO Spring 2026 Capacity Auction Preview: 2 GW Load Jump and 28 GW Expedited Generation Queue

Archived February 25 MISO capacity auction preview: 2 GW load increase and 28 GW expedited generation queue. Offer window closed March 31; current path points to April 28 results coverage.

CAISO EDAM Launches May 1: How the Western Day-Ahead Market Reshapes Commercial Energy

CAISO's Extended Day-Ahead Market launches May 1. Analysis of what EDAM means for commercial electricity procurement across the Western US as PacifiCorp onboards first and PGE follows in fall 2026.

Maryland Commercial Electricity 2026: BGE SOS, Supplier Contracts, and PJM Capacity

Maryland BGE commercial electricity guide for 2026: compare Standard Offer Service, supplier contracts, delivery charges, transmission, and PJM capacity exposure before choosing a supply path.

California Commercial Solar 2026: NEM 3.0 and Battery Modeling

California's Net Billing Tariff changed commercial solar economics by moving export credits toward avoided-cost values. Model self-consumption, TOU exposure, battery storage, and export timing before assuming ROI.

Oregon Commercial Electricity Rates 2026 (PGE & Pacific Power)

Analyze Oregon PGE and Pacific Power commercial rate pressure in 2026: PUC-approved tariffs, power-cost updates, wildfire mitigation, large-load demand, and Direct Access limits.

SDG&E Commercial Rates 2026: TOU, CCA, and Demand-Cost Planning

San Diego Gas & Electric (SDG&E) commercial accounts remain in a high-cost tariff environment. Review TOU exposure, delivery charges, CCA generation choices, and peak-demand mitigation.

Georgia Power & Southern Company: Navigating Industrial Tariffs Post-Vogtle

Georgia Power industrial tariff guide for 2026: Power & Light schedules, fuel-cost recovery, riders, real-time pricing, and customer-choice eligibility for large commercial and industrial accounts.

2026 New York Commercial Energy Cost Forecast: NYC vs. Upstate

Verified 2026 New York commercial electricity rates compared: ConEd Zone J (NYC) at ~23.4¢/kWh vs. upstate utilities (NYSEG, National Grid, Central Hudson, RG&E) at ~11.2¢/kWh. Delivery charges, CHPE surcharges, LL97 load impacts, and procurement action items.

Verified 2026 New York Commercial Electricity Rates: Current Forecasts & Regional Breaks

New York commercial forecast page preserving the 18.15¢/kWh publication benchmark while adding the current February 2026 EIA statewide commercial update of 23.49¢/kWh. ConEd Zone J costs remain tariff- and usage-specific.

PJM 2027/2028 Capacity Auction: $333.44/MW-day as RTO Fails to Meet Reliability Requirement for the First Time

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 MTEP-26: $8.8 Billion Transmission Plan Allocates $3.1 Billion for Data Center Load Growth

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.

Commercial Energy Market Snapshot: April 8, 2026

Interactive market snapshot for commercial energy buyers tracking Henry Hub spring injection season, PJM capacity risk, ERCOT battery stabilization, and NYISO Zone J summer shortfall exposure.

Florida Commercial Electricity Rates 2026: FPL & Duke Energy Rate Plans, Bill Impact & Cost Strategies

Florida commercial electricity benchmark was 12.35¢/kWh at publication, with a current-status update to 12.84¢/kWh in February 2026 EIA data. FPL 4-year rate plan effective Jan 2026; Duke Energy FL bills down 9.6% March 2026 as storm recovery ends.

PJM 2026/2027 BRA Results: Record $329.17/MW-day Capacity Prices Hit Commercial Bills

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.

2026 Grid Outlook: How Data Center Demand Is Driving Commercial Electricity Rates Across ERCOT, MISO, and CAISO

Data center electricity demand could reach 12% of total US consumption by 2028. ERCOT faces 79% wholesale price risk, MISO projects 82 GW of new load, and CAISO confronts AI 'pulsating load' challenges. Full commercial rate impact analysis.

New York Energy Costs March 2026: NYC Residential 27.39¢/kWh, ConEd Delivery +3.5%

New York energy costs March 2026 page preserving the 27.39¢/kWh NYC publication snapshot with current February 2026 EIA statewide residential and commercial updates.

MISO PRA 2026/27: Offer Window Closes March 31 as 1.9 GW Gap and DR Crackdown Reshape Outlook

MISO PRA 2026-2027 capacity auction offer window closes March 31. 1.9 GW capacity gap, demand response verification tightening, and clearing price scenarios for Midwest commercial buyers.

MISO 2026/27 PRA Capacity Auction: Offer Window Open as 1.9 GW Gap Threatens Midwest Rates

MISO PRA offer window open March 26-31 with results April 28. Pre-auction data reveals 1.9 GW capacity gap. Demand response verification tightening could widen gap. Clearing price scenarios and commercial buyer strategies.

NYISO VPP Legislation Advances as ConEd Battles Battery Developers Over Grid Overload

NY Assembly introduces VPP bill (A.8429) as ConEd clashes with battery storage developers over grid capacity. 83 battery projects totaling 11 GW in NYISO queue. NY-BEST files PSC petition challenging ConEd's interconnection standards as 'unlawful and arbitrary.'

ISO-NE March 2026: Real-Time LMPs Spike to $195/MWh as Loads Exceed Forecasts

ISO-NE real-time LMPs spiked above $195/MWh on March 19, 2026 as loads exceeded forecasts. March DA hub averages swung from $34 to $73/MWh week-to-week. Continued volatility after the most expensive winter in ISO-NE history ($6B).

Constellation Sells 4.4 GW PJM Gas Portfolio to LS Power — Calpine Antitrust Divestiture

Constellation Energy sells approximately 4.4 GW of natural gas-fired generation in Pennsylvania and Delaware to LS Power, satisfying FERC and DOJ antitrust conditions from its acquisition of Calpine. Ownership transfer reshapes PJM Mid-Atlantic competitive dynamics.

$16 Billion Gas Power Plant Heading to Texas — 5.2 GW ERCOT Megaproject

A $16 billion, 5.2 GW gas-fired power facility is being developed in Anderson County, Texas as part of a US-Japan investment partnership. Would be the largest single power plant investment in US history, adding ~6% to ERCOT capacity.

MISO PRA Pre-Auction Data: 135.6 GW Accredited vs 137.5 GW Requirement — Capacity Gap Narrows

MISO releases preliminary data for 2026/27 PRA showing 135.6 GW accredited capacity against a 137.5 GW reserve margin requirement — a 1.9 GW gap. Offer window opens March 26-31 with results April 28. Analysis for Midwest commercial buyers.

CAISO Proposes Funding for ROWE — Western Regional Electricity Market Takes Shape

CAISO proposes to fund the Regional Organization for Western Energy (ROWE) to govern a unified western electricity market. EDAM launches May 2026, SPP expands west, and BPA commits to Markets+. Commercial impact across 14 states.

APS Files 14% Rate Increase with Arizona Commission — Data Centers Face 30–45% Surcharge

Arizona Public Service filed a 14% net revenue increase with the ACC. Commercial customers face 6-8% hikes while data centers are singled out with proposed surcharges of 30-45%. Formula rate mechanism proposed for 5-year annual adjustments.

San Jose 2026: PG&E Hits CCA Customers with 19% Surcharge While SVCE Cuts Rates 40%

PG&E's non-bypassable charges surged 19% for CCA and Direct Access customers in 2026. But Silicon Valley Clean Energy cut generation rates 40%, creating a net 6% bill decrease. New Base Services Charge restructures commercial billing starting March 2026.

Moses Lake: Grant County PUD Ends Cheap Hydro for Data Centers — Rates Rise 8–11% April 2026

Grant County PUD restructures rates effective April 1, 2026 — data centers lose preferential access to cheap Priest Rapids hydro. Large Industrial +8.1%, Evolving Industry +10.6%. Non-core customers face 9.5% annual increases for a decade.

NYC 2026: Con Edison's 3.5% Rate Hike Meets a 650 MW Summer Shortfall

Con Edison's 3.5% rate increase and NYISO summer shortfall analysis preserving the NYC publication snapshot while adding current February 2026 EIA statewide commercial context.

Toronto 2026: Ontario's IESO Market Renewal Enters First Full Year — Commercial Costs Rise 5%

2026 is the first full year of Ontario's reformed OEMP nodal pricing. Commercial electricity costs up ~5% for Class A and non-RPP Class B customers. Toronto Hydro delivery charges updated January 2026. US market comparison for cross-border procurement.

PJM 2025 State of Market: Wholesale Costs Surge 49% as Capacity Costs Spike 262%

PJM's Independent Market Monitor reports total wholesale power costs surged 49% in 2025, driven by a 262% spike in capacity costs from data center demand. Energy market found competitive, but reliability margins thinning.

MISO Fast-Track Interconnection: 24 GW Pipeline Reshapes Midwest Energy Costs 2026

MISO's 3rd fast-track cycle adds 8 GW, bringing total expedited generation to 24 GW. Gas projects lead as Midwest races to close 5 GW capacity gap before 2027 PRA auction. Commercial rate impact for IL, IN, MI, WI.

ISO-NE Proposes 60%+ Cut to Capacity Performance Payment Rate

ISO New England proposes reducing the performance payment rate by over 60% to address excessive penalties in the capacity market. Follows the most expensive winter in ISO-NE history ($6B, 2025/2026). Impact analysis for New England commercial buyers.

Big Tech Signs Ratepayer Protection Pledge as Data Center Demand Drives 833% PJM Capacity Surge

Major technology companies sign a Ratepayer Protection Pledge committing to shield electricity consumers from data center-driven capacity cost increases in PJM territory.

Pacific Power Oregon Rate Increases 2026: Data Center Rates & POWER Act

Pacific Power Oregon rate increases hit 54% since 2022. The 2026 Oregon POWER Act (HB 3546) creates a new data center rate class with 10-year contracts to protect residential customers.

ERCOT Enters 2026 With 14 GW Battery Storage — RTC+B Market Design Stabilizes Texas Grid

Texas doubled battery storage to 14 GW (from 7.8 GW in Jan 2025). New RTC+B market design dampens evening price spikes. Solar surpasses coal at 14% of generation. But 14% demand growth forecast from data centers threatens to absorb gains.

Illinois Plan 7 Launch: ComEd Demand Response Meets Record PJM Prices

ComEd launches its 2026-2029 "Plan 7" framework. This coincides directly with the looming PJM capacity price shock—record-setting auction clearing prices that will begin inflating northern Illinois commercial bills starting June 1, 2026.

NYISO Supply Crisis: 4,315 MW Retired vs Only 2,274 MW Added Since 2019

NYISO white paper reveals a 2:1 retirement-to-addition ratio in generation capacity. 4,315 MW shut down since 2019, driving commercial rate increases across New York. Con Edison 3.5% rate hike pushes NYC to 20.1¢/kWh.

PJM Capacity Auction Clears at Record $329/MW-Day: 10–20% Commercial Rate Hikes Start June 2026

PJM's BRA for 2026/2027 cleared at the maximum $329.17/MW-day. 5,400 MW demand surge from data centers. State-by-state impact analysis for PA, OH, NJ, IL, MD, VA.

New England Grid Highly Vulnerable to Global LNG Spike Following U.S.-Iran Strikes

PJM Electricity Rates Face Severe Upward Pressure Driven by Global LNG Contagion

New York Zone J Faces Heightened Electricity Price Risk From Global LNG Spike

California's Renewable Shield: Why CAISO Electricity Rates Are Partially Insulated From the Iran Conflict

Weekly Market Pulse: February 27, 2026

Executive summary of commercial energy procurement markets, featuring macroeconomic fundamentals, regional ISO updates, and basis risk analysis.

Texas Battery Storage Surges to 14 GW as Solar Permanently Eclipses Coal

ERCOT battery capacity nearly doubles in 13 months, fundamentally reshaping the summer supply stack as grid planners brace for a massive 217 GW peak load by 2030.

ISO-NE Reports Highest Wholesale Electricity Prices Since 2014 Amid Winter Grid Emergencies

Extreme winter weather and gas pipeline constraints drove January 2026 ISO-NE wholesale prices to their highest since 2014, with day-ahead LMPs peaking at $660.37/MWh.

MISO Faces 5 GW Capacity Deficit, Forcing Emergency Extensions for Retiring Coal Plants

MISO projects a severe 5 GW capacity deficit for 2026/2027, relying on federal emergency orders keeping coal plants online while coal generation surges 61% year-over-year.

CAISO EDAM Accelerates Toward May Launch as APS Projects $110M in Annual Savings

CAISO finalizes preparations for the May 2026 EDAM launch. APS projects $110M in annual savings, cementing CAISO's dominance. FERC rescinds the legacy West-wide price cap.

PJM Board Extends $325/MW-Day Capacity Price Cap Through 2030

PJM extends capacity price cap to 2030, projected to save 67 million customers $27 billion. January 2026 LMPs averaged $156.87/MWh — up 35% year-over-year.

FERC Rescinds WECC $1,000/MWh Soft Price Cap: Western Markets Grow Up

FERC eliminates the $1,000/MWh soft price cap for WECC bilateral sales, signaling Western electricity market maturity. CAISO EDAM launches May 2026.

ISO-NE Winter Emergency: $315/MWh Spike and 18-Day Grid Emergency Procedures

ISO-NE real-time LMPs hit $315/MWh on Feb 9, with emergency procedures active 18 consecutive days. Winter volatility analysis for New England commercial buyers.

ERCOT 466 MW Generation Trip: February 24 Grid Frequency Event

ERCOT lost 466 MW suddenly on Feb 24, causing frequency to drop to 59.960 Hz. Analysis of nighttime grid stress and commercial demand response implications.

PJM Board Approves $11.8 Billion Transmission Expansion: What Commercial Buyers Must Know

PJM approves $11.8 billion in transmission projects while extending the capacity price collar to 2030. Analysis of impact on commercial electricity rates across PA, NJ, OH, MD, IL, and VA.

Virtual Power Plants Launch in ERCOT: Battery VPPs and EV Reuse Reshape Texas Grid

Two VPP programs launched in ERCOT within 24 hours. 14 GW battery storage, 9.6% demand growth, and the rise of distributed energy resources for commercial buyers.

New Hampshire Explores ISO-NE Exit: What an Unprecedented Grid Separation Means for Commercial Energy

NH House Bill 690 authorizes $230K study on ISO-NE withdrawal. February 2026 saw $315/MWh LMP spikes. Analysis of impacts across New England.

PJM Extends $325/MW-day Capacity Price Cap Through 2030 — $45B Savings

PJM extends capacity price cap for 2 additional years following PA Governor Shapiro settlement. 67 million consumers across 13 states benefit from price ceiling through 2030.

New England Becomes Net Electricity Exporter for First Time in 20 Years — What Changed

ISO-NE confirms fall 2025 net exporter status. Analysis of 5 Internal Market Monitor quarterly reports reveals falling wholesale costs and structural market shifts.

Inside PJM's Winter Storm Playbook: How Grid Response Evolved from Elliott to Fern

Pattern analysis across 49 PJM bulletins spanning 3 major storms (2022-2026). Advance warnings increased from 24 hours to 5+ days. Generator performance transformed.

Northeast Winter Reliability: Commercial Electricity Costs Spike Amid Polar Volatility

Analysis of historic Winter 2026 wholesale electricity price spikes in PJM, NYISO, and ISO-NE. How commercial buyers can block-and-index to mitigate exposure.

PJM 2027/2028 Capacity Auction Clears at Record $333.44/MW-day

PJM 2027/2028 BRA cleared at a new all-time high of $333.44/MW-day, pushing embedded capacity costs up an estimated 2.8¢ to 3.2¢ per kWh for commercial buyers.

Texas ERCOT Heat Rates: The Gas-to-Power Correlation Driving 2026 Electricity Costs

Analysis of the ERCOT natural gas-to-power correlation in Texas. Learn how the implied heat rate dictates commercial wholesale electricity prices in 2026.

Dallas/Fort Worth Commercial Electricity: Mitigating Oncor Delivery Charges in 2026

Analysis of commercial electricity rates in Dallas and Fort Worth for 2026. How data centers and logistics hubs can manage Oncor delivery tariffs and ERCOT summer capacity risk.

ERCOT Bitcoin Mining & Data Center Electricity Curtailment 2026

Analysis of cryptocurrency mining and AI data center electricity procurement in ERCOT for 2026. How Large Flexible Loads utilize curtailment for arbitrage.

PJM Indoor Agriculture & Vertical Farming Electricity Rates 2026

Analysis of electricity procurement for indoor agriculture and vertical farming in PJM. Strategies for managing massive lighting and HVAC loads.

CAISO Battery Energy Storage System (BESS) Arbitrage 2026

Analysis of grid-scale battery storage arbitrage in the California ISO (CAISO) market for 2026. How BESS projects capitalize on the Duck Curve and negative pricing.

New York LL97: Commercial Building Electrification Costs 2026

Analysis of New York commercial electricity rates in 2026, focusing on how NYC Local Law 97 (LL97) drives building electrification and ConEd utility costs.

Minnesota Commercial Electricity: Xcel Energy Industrial Rates 2026

Analysis of commercial electricity rates in Minnesota for 2026. How Minneapolis businesses navigate Xcel Energy rate hikes driven by the 100% carbon-free mandate.

Connecticut Commercial Electricity: Beating the Eversource Standard Service

An analysis of commercial electricity rates in Connecticut for 2026. How businesses can bypass the costly Eversource Standard Service and manage rising Public Benefits Charges.

Massachusetts Commercial Natural Gas: Surviving the Winter Basis Blowout

An analysis of Massachusetts' commercial natural gas market in 2026. How National Grid customers can mitigate severe physical pipeline constraints and rising delivery tariffs.

The Texas Broker Trap: Hidden Margin Erosion in ERCOT Contracts

An analysis of how legacy commercial energy brokers embed hidden, excessive margins into fixed-rate ERCOT electricity contracts, and how Texas businesses can protect their bottom line in 2026.

ERCOT Industrial Demand Response: Monetizing the Grid Crisis

A dedicated playbook on navigating ERCOT's Emergency Response Services (ERS) and Demand Response markets in 2026, helping Texas industrial facilities generate massive automated revenue.

ERCOT Houston Zone 2026: Navigating the Transmission Bottleneck

An analysis of commercial electricity rates in the ERCOT Houston load zone for 2026. How extreme load center congestion and CenterPoint Energy delivery hikes are driving up costs.

Midwest Industrial Demand Response: Turning Steel Mills into Virtual Power Plants

An analysis of Demand Response (DR) revenue opportunities for Midwest industrial facilities in 2026. How capacity shortages in PJM and MISO are transforming heavy manufacturing into lucrative virtual power plants.

Illinois Commercial Electricity Rates 2026: Ameren Delivery and MISO Capacity

An analysis of commercial electricity rates for Ameren Illinois in 2026. Understanding the impact of formula delivery rate hikes and increasing MISO capacity constraints in Zone 4.

Ohio Industrial Energy Procurement 2026: Strategies for Heavy Manufacturing

A dedicated playbook for Ohio's heavy manufacturing sector in 2026. How automotive and steel industries can leverage the deregulated market to combat soaring PJM capacity costs via advanced procurement.

PJM West Hub 2026: Forward Curve Strategies for Industrial Buyers

A deep dive into the PJM West Hub forward curves in 2026. How industrial energy buyers can leverage block and index strategies to mitigate exploding capacity costs and capitalize on backwardation.

Minnesota Commercial Natural Gas Rates 2026: Xcel Energy Base Rate Increases

An analysis of Minnesota's commercial natural gas market in 2026. How Xcel Energy's court-approved rate hikes and pipeline modernization costs are driving up winter heating bills for businesses.

Wisconsin Commercial Electricity Rates 2026: Navigating the We Energies Rate Hike

An analysis of Wisconsin's 2026 regulated commercial electricity market. Understanding the prolonged We Energies and WPS base rate hikes and the transition away from coal generation.

Michigan Commercial Electricity Rates 2026: Consumers Energy & DTE Rate Cases

An analysis of Michigan's hybrid electricity market in 2026. How Consumers Energy and DTE base rate increases for grid modernization affect commercial businesses stuck behind the 10% choice cap.

Indiana Industrial Electricity Rates 2026: NIPSCO Coal Retirements and MISO Impacts

An analysis of Indiana's regulated industrial electricity market in 2026. How NIPSCO's accelerated coal plant retirements and MISO capacity shortages are impacting heavy manufacturing hubs like Gary and Fort Wayne.

Illinois Commercial Electricity 2026: Navigating ComEd Delivery Rates

An analysis of the deregulated Illinois commercial electricity market in 2026. Understand ComEd's formula delivery rates, capacity charges in PJM, and procurement strategies for Chicagoland businesses.

Ohio Commercial Electricity 2026: Navigating AEP Capacity Charges

An analysis of Ohio's deregulated commercial electricity market in 2026. Understanding how AEP Ohio delivery rates and soaring PJM capacity charges impact manufacturing costs.

Colorado Commercial Electricity Rates 2026: Xcel Energy Transition Costs

Explore Colorado's 2026 commercial electricity rates. Understand how Xcel Energy's early coal plant retirements and transmission buildouts are increasing costs.

Arizona Commercial Electricity Rates 2026: APS & SRP Cooling Costs

Prepare your Arizona business for 2026 summer cooling costs. Analyze APS and SRP peak demand charges and time-of-use (TOU) mitigation strategies.

Nevada Commercial Electricity Rates 2026: NV Energy and 704B

Explore Nevada's 2026 commercial electricity rates under NV Energy. Understand the impact of solar buildouts, summer demand spikes, and the 704B exit law.

Washington State CETA 2026: Commercial Rate Impacts and Clean Energy Transition

Washington State's Clean Energy Transformation Act (CETA) mandates carbon neutrality by 2030. Analyze how the removal of coal generation is impacting 2026 commercial rates for Puget Sound Energy (PSE) and Avista customers.

Southern California Edison (SCE) TOU-8 Rate Changes for Manufacturing in 2026

Analyze SCE's 2026 commercial Time-of-Use (TOU-8) rate structures. Prepare your facility for intense 4 PM to 9 PM critical peak pricing.

PG&E 2026 Commercial Demand Response Programs: Maximizing Market Revenue

A deep dive into PG&E's newest Commercial Demand Response (DR) incentives for 2026, including the Base Interruptible Program (BIP) and Capacity Bidding Program (CBP).

Duke Energy Florida: Navigating Commercial Time-of-Use (TOU) Rates in 2026

Duke Energy Florida is aggressively pushing commercial customers toward Time-of-Use (TOU) rates in 2026. Discover how Florida businesses can adapt HVAC and production loads.

Alabama Power 2026: Commercial Rate Benchmarks and Avoidance Strategies

Alabama commercial electricity rates remain among the highest in the South due to Alabama Power's authorized returns. We analyze 2026 commercial rate benchmarks.

Kentucky Manufacturing Electricity Rates 2026: LG&E Rate Design and Coal Retirements

Kentucky heavy manufacturing faces rising electricity costs in 2026. Analyze how LG&E's transition away from legacy coal generation is impacting industrial base rates.

South Carolina Industrial Power Costs: Forecasting 2026 Manufacturing Energy Profiles

South Carolina remains a manufacturing powerhouse, but rising capacity costs from Dominion Energy and Duke Energy are impacting industrial power profiles.

North Carolina Commercial Energy Efficiency Rebates: Combating Duke Energy Rate Hikes

With commercial base rates rising in North Carolina, businesses must aggressively pursue Duke Energy and state-level energy efficiency rebates.

Dominion Energy Virginia: Data Center Load Growth and Commercial Rate Impacts

Analyze how massive AI data center load in Northern Virginia is forcing Dominion Energy to raise commercial rates and transmission costs statewide.

TVA Industrial Power Rates: Impact on Southeast Manufacturing in 2026

TVA's recent 4.5% rate hike impacts Southeast auto-manufacturing and data centers. Analyze the Local Power Company (LPC) monopoly constraints.

Florida Power & Light (FPL) Commercial Solar Riders: Navigating ESG and Costs

Explore Florida Power & Light (FPL) commercial solar riders and the SolarTogether program. Discover how Florida businesses hedge against natural gas volatility.

Duke Energy Carolinas Proposes 16.2% Rate Hike for Commercial & Industrial Buyers

Duke Energy Carolinas has filed for a 16.2% commercial and industrial base rate increase. Learn how this impacts NC and SC facilities and manufacturing.

MISO Zone 7 Capacity Shortfall: Why Lower Michigan Faces Escalating Electric Risk

MISO Zone 7 (Lower Peninsula of Michigan) is facing severe capacity shortfalls as baseload generation retires. Understand how this impacts commercial electric choice and utility load mandates.

ERCOT 4CP Strategies 2026: Mitigating Coincident Peak Transmission Charges in Texas

Texas commercial and industrial facilities face rising 4CP transmission costs for 2027. Learn how managing load during the ERCOT 4CP intervals this summer dictates next year's delivery rates.

Maryland RPS Adjustments: Solar Carve-out Escalates Commercial Delivery Costs

Maryland's aggressive renewable portfolio standard (RPS) mandates a steep increase in the solar carve-out for 2026, directly impacting fixed delivery rates for commercial customers.

FirstEnergy Ohio Distribution Rate Case Approved: Commercial Impact for 2026

The PUCO has approved FirstEnergy's distribution rate case for its Ohio operating companies (CEI, Toledo Edison, Ohio Edison), significantly raising fixed delivery costs for commercial and industrial users.

Michigan Electric Choice Program: 10% Cap Reached, Commercial Waitlists Expand

Michigan's 10% electric Retail Open Access (ROA) cap has been hit, forcing commercial customers on waitlists onto DTE and Consumers Energy default tariffs amidst rising base rates.

New York Local Law 97 Penalties Begin: Strategic Procurement for Commercial Real Estate

With LL97 emissions limits now strictly enforced across NYC, commercial real estate owners face stiff financial penalties. Discover how strategic REC purchases and clean energy supply can mitigate fines.

Colorado Commercial Electricity: Xcel Energy's $355M Rate Case in 2026

An analysis of commercial electricity rates in Colorado for 2026. How Denver businesses navigate the proposed Xcel Energy 7-9% industrial rate hike.

Connecticut Commercial Electricity: Eversource & UI Rates 2026

An analysis of commercial electricity rates in Connecticut for 2026. How businesses navigate Eversource and UI delivery tariffs and Public Benefit surcharges.

ERCOT North Zone Real-Time Electricity Prices: 2026 Forecast

An analysis of ERCOT North Zone real-time electricity prices for 2026. How Dallas commercial facilities navigate congestion and summer grid stress.

Indiana Manufacturing Power: Navigating the 14% Duke Energy Rate Increase in 2026

An analysis of the Duke Energy Indiana commercial rate increase for 2026. How industrial facilities mitigate the two-step 14% IURC-approved hike.

Indiana Commercial Electricity: NIPSCO 20.15% Rate Hike Impact in 2026

An analysis of the NIPSCO commercial electric rate increase in Indiana for 2026. How large industrial customers mitigate the 15-17% IURC-approved hikes.

ISO-NE Winter Reliability and Commercial Electricity Costs 2026

An analysis of winter electricity reliability in the ISO-NE market for 2026. How pipeline constraints and LNG imports inflate New England commercial power costs.

Massachusetts Commercial Electricity: Eversource & National Grid Rates 2026

An analysis of commercial electricity rates in Massachusetts for 2026. How Boston and Cambridge facilities navigate Eversource and National Grid winter constraints.

Michigan Commercial Electricity: Managing Automotive & Manufacturing Rates 2026

An analysis of commercial electricity rates in Michigan for 2026. How automotive manufacturers navigate DTE Energy and Consumers Energy rate hikes.

PJM Transmission Congestion: Impact on Commercial Electricity Rates in 2026

An analysis of transmission congestion across the PJM grid for 2026. How data center load growth inflates locational marginal pricing and delivery tariffs.

Southern California Edison: The Counterintuitive 5.3% Rate Decrease for 2026

An analysis of SCE commercial electricity rates in California for 2026. Why small business rates are decreasing 5.3% despite a $544M revenue requirement increase.

Washington DC Electricity Procurement: Federal and Commercial Impacts 2026

An analysis of Washington DC commercial electricity rates and federal procurement mandates in 2026. How Pepco delivery and PJM capacity spikes alter strategy.

West South Central Industrial Electricity Sales Growth: 2026 Analysis

An analysis of industrial electricity sales growth in the West South Central region (TX, LA, OK, AR) for 2026. How LNG exports and refining drive MISO/ERCOT grid strain.

Wisconsin Industrial Power: We Energies and WPS Rate Hikes in 2026

An analysis of commercial electricity rates in Wisconsin for 2026. How large industrial loads manage the PSCW-approved 8.79% We Energies rate increases.

Philadelphia Commercial Electricity Rates Face Upward Pressure in 2026

Commercial electricity buyers in the Philadelphia (PECO) territory face tightening supply costs. Rising PJM capacity impacts and PECO grid investments evaluated.

Chicago Citygate Basis Premium Elevates Midwest Commercial Gas Costs

Chicago metro natural gas buyers face elevated delivered costs. Analysis of the Citygate basis premium impacting Nicor Gas and Peoples Gas territories.

Georgia Natural Gas Market 2026: Commercial Deregulation and AGLC Supply Strategies

Commercial facilities in Georgia face rising Henry Hub spot prices in 2026. Guide to navigating Atlanta Gas Light (AGLC) territory marketer contracts.

Florida Commercial Electricity Rates 2026: Cost Benchmarks in a Regulated Market

Florida remains a regulated electricity market, but commercial rates scale with natural gas. C&I cost expectations for FPL and Duke Energy territories.

ERCOT Battery Storage Sets New Winter Discharge Record, Stabilizing Commercial Rates

Utility-scale battery storage on the ERCOT grid discharged a record 4,100 MW simultaneously, mitigating extreme scarcity pricing during a winter cold snap.

Texas Commercial Electricity Rates: Summer 2026 ERCOT Market Outlook

Summer 2026 forward curves in ERCOT North and Houston load zones display elevated risk premiums, pointing to rising wholesale electricity costs for Texas businesses.

Pennsylvania Utility PTC Rate Roundup: Spring 2026 Commercial Outlook

PA utility Price to Compare (PTC) default service rates face upward pressure for Q2/Q3 2026. Rate roundup for PECO, PPL, Met-Ed, and Duquesne commercial customers.

PECO's $21.2B Infrastructure Plan: Impact on Philadelphia Commercial Electric Bills

PECO's sustained $21.2 billion grid modernization program is steadily increasing the distribution delivery portion of commercial electric bills in Philadelphia.

Con Edison Implements 3.5% Rate Hike

Con Edison implemented a 3.5% electric and 4.4% gas rate increase approved by the NY PSC. KilowattLogic analyzes the impact on NYC commercial electricity costs.

ERCOT Survived Winter Storm Fern Without Load Shed

Winter Storm Fern pushed Texas electricity demand to new heights, but ERCOT managed through the crisis via robust solar generation and battery storage dispatch.

Upstate New York Commercial Electricity: Navigating National Grid Delivery Rates

An analysis of commercial electricity rates in Upstate New York for 2026. How industrial manufacturing facilities can manage National Grid delivery hikes and NYISO capacity constraints.

Boston Metro Commercial Electricity: Eversource (NSTAR) Rate Pressures

An analysis of commercial electricity rates in Boston for 2026. How CRE and biotech labs must manage Eversource delivery hikes and ISO-NE capacity constraints.

Maine Industrial Power Costs: Managing Central Maine Power (CMP) Tariffs

An analysis of commercial and industrial electricity rates in Maine for 2026. How paper and pulp manufacturing can manage CMP delivery hikes and Maine Standard Offer volatility.

Washington D.C. Commercial Real Estate: Pepco Rates and BEPS Compliance

An analysis of commercial electricity rates in Washington D.C. for 2026. How federal contractors and CRE can manage Pepco rate hikes, PJM capacity charges, and BEPS compliance.

Southwest Ohio Manufacturing: AES and Duke Energy Capacity Impacts

An analysis of commercial electricity rates in Southwest Ohio for 2026. How manufacturing facilities manage AES Ohio and Duke OH rate hikes alongside PJM capacity costs.

West Texas Industrial Power: Permian Basin Load Growth and Congestion

An analysis of industrial electricity rates in West Texas and the Permian Basin for 2026. How extraction facilities maneuver ERCOT West Zone congestion and Oncor rate hikes.

Gulf Coast Petrochemical Energy Procurement: Entergy Louisiana Rate Dynamics

An analysis of industrial electricity rates along the Louisiana Gulf Coast for 2026. How massive petrochemical operations manage Entergy rate cases and fuel pass-through charges.

Arkansas Manufacturing Power Costs: Entergy vs Electric Co-ops

An analysis of industrial electricity rates in Arkansas for 2026. How manufacturing facilities navigate Entergy rate cases, coal phase-outs, and rural electric cooperative negotiations.

Mississippi Commercial Electricity: Entergy MS and TVA Dynamics

An analysis of commercial electricity rates in Mississippi for 2026. How businesses navigate Entergy MS tariffs, Mississippi Power, and the Tennessee Valley Authority (TVA).

Iowa Data Center Boom: Industrial Electricity Procurement and MidAmerican

An analysis of industrial electricity rates in Iowa for 2026. How hyperscale data centers navigate MidAmerican and Alliant Energy tariffs in a regulated MISO market.

Missouri Commercial Electricity: Ameren, Evergy, and Market Realities

An analysis of commercial electricity rates in Missouri for 2026. How St. Louis and Kansas City businesses navigate Ameren and Evergy rate cases in a regulated market.

Utah Commercial Electricity: Navigating Rocky Mountain Power Rates

An analysis of commercial electricity rates in Utah for 2026. How tech firms in the Silicon Slopes navigate Rocky Mountain Power rate cases and coal plant retirements.

New Mexico Commercial Electricity: PNM and the Coal Exit

An analysis of commercial electricity rates in New Mexico for 2026. How Albuquerque businesses navigate PNM rate cases and the Energy Transition Act (ETA) mandates.

Delaware Commercial Electricity: PJM Capacity Realities and Delmarva Power

An analysis of commercial electricity rates in Delaware for 2026. How businesses manage competitive supply against massive PJM capacity spikes in the Delmarva Power zone.

Texas Petrochemical Energy: Managing ERCOT Volatility and Houston Congestion

An analysis of electricity procurement strategies for Texas petrochemical facilities in 2026. How large industrial loads navigate ERCOT Houston Zone volatility and CenterPoint tariffs.

Ohio Semiconductor Boom: Managing Intel Fab Electricity Demands

An analysis of electricity procurement strategies for the Ohio semiconductor boom. How the $20B Intel mega-fab navigates AEP Ohio delivery rates and PJM capacity limits.

Maryland Commercial Electricity: Navigating Exponential PJM Capacity Hikes

An analysis of commercial electricity rates in Maryland for 2026. How Baltimore and Frederick businesses mitigate massive PJM capacity spikes and BGE delivery hits.

California Commercial Electricity: Navigating CAISO Volatility and PG&E Rates

An analysis of commercial electricity rates in California for 2026. How industrial facilities navigate the CAISO Duck Curve, Direct Access, and extreme PG&E Time-of-Use tariffs.

FERC Rescinds Western Wholesale Electricity Price Cap — What It Means for Commercial Buyers

FERC eliminated the WECC $1,000/MWh soft price cap. Western commercial buyers face new wholesale price volatility exposure across 11 states.

PPL Electric Requests $356M Distribution Increase — 14.89¢ Projected Rate

PPL filed for 8.6% distribution revenue increase. Decision expected June 2026. Combined with capacity spikes, PA blended commercial rates projected to hit 14.89¢/kWh.

New England Wholesale Electricity Hits All-Time Record ($660.37/MWh)

ISO-NE internal hub on-peak day-ahead prices hit a record $660.37/MWh on Jan 27. February continuation shows sustained volatility with spikes exceeding $330/MWh.

PJM 2026/2027 Capacity Auction Clears at Record $329.17/MW-day

PJM 2026/2027 BRA cleared at the administrative cap of $329.17/MW-day across the RTO. Data center load and generator retirements drive massive cost increase.

CAISO Batteries Sustain Grid on Solar for Over 24 Continuous Hours

Record integration achievement: Battery storage in California sustained the grid largely on solar energy for over 24 hours on Feb 1-2, discharging overnight to offset high morning/evening peaks.