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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.

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

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

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

Cluster Articles

20 articles linked to this topic model

#1ELEVATEDApr 14, 2026

US Commercial Electricity Rates 2026: EIA Forecasts and Budget Benchmarks

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.

#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 & How Much You Can Save

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.

#4MODERATEApr 3, 2026

Average Commercial Electricity Rates by State: 2026 Benchmark (Verified EIA Data)

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.

#5ELEVATEDMar 29, 2026

Average Electricity Cost per kWh in the US: 17.45¢ Residential, 13.64¢ Commercial — March 2026 EIA Data

Average electricity cost per kWh in the US March 2026: residential 17.45¢/kWh (+8.3% YoY), commercial 13.64¢/kWh. State-by-state breakdown from EIA Electric Power Monthly.

#6PRICE 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).

#7CRITICALMar 18, 2026

ISO-NE DASI Costs Hit $921M — 6.6× Over Estimate as NH Governor Demands Reforms

ISO-NE's DASI has cost New England ratepayers $921M in incremental costs since March 2025 — 6.6× the $140M annual projection. NH Governor Ayotte demands reforms and commissions study on leaving ISO-NE. FERC filing expected summer 2026.

#8WARNINGMar 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.

#9ELEVATEDMar 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.

#10PRICE 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.

#11MODERATEMar 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.

#12PRICE 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.

#13PRICE 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.

#14MODERATEFeb 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.

#15MODERATE2026-02-24

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.

#16PRICE 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.

#17ELEVATED2026-02-22

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.

#18CRITICAL2026-02-22

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.

#19CRITICAL2026-02-21

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.

#20CRITICAL2026-02-09

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.