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Topic Cluster

ISO-NE Market & New England Risk

New England wholesale power, capacity reform, DASI, winter reliability, and commercial rate impact coverage.

Reader Goal

Track New England market reforms, winter reliability, and gas-electric price exposure.

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Values attributed to named filings, regulatory orders, public statements, market reports, or official notices.

Forecast

Forward-looking values from named forecasts, planning cases, consensus expectations, or clearly labeled scenarios.

KilowattLogic analysis

Procurement interpretation, scenario math, and buyer context derived from sourced facts.

Cluster Articles

21 articles linked to this topic model

#1ELEVATEDApr 14, 2026

US Commercial Electricity Rates 2026: EIA Forecasts and Budget Benchmarks

Forecast page preserving the 13.12¢/kWh 2026 budget benchmark used at publication, with current-status context that February 2026 EIA commercial average revenue was 14.37¢/kWh. Regional divergence driven by grid upgrades, modernization, and capacity market shortfalls.

#2WARNINGApr 13, 2026

ISO-NE Capacity Market Reform: FERC Approves Shift from 3-Year-Forward to Prompt Auction — Commercial Rate Impact

FERC approved ISO-NE's capacity market redesign on March 30, 2026. The 3-year-forward FCM is replaced by a prompt Annual Capacity Auction held ~1 month before delivery. Only commercially operating resources may participate. First implementation 2028/2029. Suppliers avoid fixed-price quotes past June 2028.

#3LOWApr 6, 2026

Electric Choice 2026: Which States Let Businesses Switch Electricity Providers and Compare Supply Offers

18 states + DC offer electric choice in 2026. State-by-state deregulation guide with average ¢/kWh rates, default-utility comparison framework, supplier-contract caveats, and step-by-step switching process.

#4MODERATEApr 3, 2026

Average Commercial Electricity Rates by State: 2026 Benchmark With Current EIA Update

Original January 2026 EIA commercial benchmark of 14.12¢/kWh preserved with a current-status update to February 2026's 14.37¢/kWh benchmark, plus state comparison and ISO market context for C&I buyers.

#5PRICE SPIKEMar 23, 2026

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).

#6CRITICALMar 18, 2026

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.

#7WARNINGMar 16, 2026

ISO-NE DASI Ancillary Services Costs Exceed Estimates — New England Retail Bills Rise

ISO-NE's Day-Ahead Ancillary Services Initiative (DASI) costs have exceeded initial estimates, driving retail rate increases across New England. Municipal aggregation programs cite DASI as the primary driver of March 2026 rate hikes.

#8ELEVATEDMar 12, 2026

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.

#9PRICE SPIKEMar 9, 2026

ISO-NE Winter 2025/2026 Final Tally: Most Expensive Winter in Wholesale Market History at $6 Billion

ISO New England confirms Winter 2025/2026 was the most expensive in wholesale market history. Energy market values for Dec-Jan-Feb totaled ~$6 billion. Coldest winter in 20 years drove highest winter energy use since 2014 and peak load since 2018.

#10MODERATEMar 4, 2026

ISO-NE Capacity Market Overhaul: Prompt Auctions Replace 3-Year Forward Model

ISO New England files historic capacity market redesign with FERC, replacing 3-year forward auctions with seasonal prompt auctions. March 31, 2026 approval deadline for 2028 implementation.

#11PRICE SPIKEFeb 27, 2026

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.

#12PRICE SPIKEFeb 25, 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.

#13MODERATEFeb 25, 2026

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.

#14MODERATE2026-02-24

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.

#15PRICE SPIKEFeb 23, 2026

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.

#16WARNINGFeb 22, 2026

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.

#17WARNINGFeb 22, 2026

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.

#18ELEVATED2026-02-22

ISO-NE Capacity Market Redesign Accelerates

ISO-NE is moving rapidly to redesign its capacity market structure to address reliability risks associated with the transition to variable renewable resources.

#19CRITICAL2026-02-22

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.

#20CRITICAL2026-02-21

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.

#21CRITICAL2026-02-09

February 2026 Winter Energy Market Intelligence Report

ISO-NE posted record $2.7B in January costs. PJM saw 30% plant outage surge. MISO RT prices spiked to $603/MWh. All 7 ISOs analyzed.