MISO Capacity Market Update | Capacity Watch Blog

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MISO released its seasonal preliminary PRA report yesterday, January 15, 2025. This update includes preliminary PRA Data posting for Summer 2025, Fall 2025, Winter 2025/26 and Spring 2026.  The data includes PRMR, LCR, and Total Installed Capacity (ICAP). ESAI Power’s latest MISO Capacity report and forecast include updates on the Summer Peak forecast for 2025, how data center demand is impacting prices, details on scheduled and at-risk retirements, implementation of RBDC, and what market drivers will impact both the 2025/26 PRA and price outcomes over the next 10 years.

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PJM Energy Market Outlook | Energy Watch Blog

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ESAI Power’s latest Energy Watch PJM market update includes our current 10-year forecast for power and natural gas prices across PJM.  This update is based on ESAI’s fundamental long-term view, along with forward market prices for the initial years. ESAI Power’s latest PJM Energy Watch report includes both our detailed Near-Term and Long-Term outlooks. 

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ESAI at Projects & Money, January 27-29, 2025

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ESAI’s COO, Tom Bausemer, will attend the Projects and Money conference at The Roosevelt Hotel in New Orleans. Projects & Money is the meeting where the country’s leading project developers learn what they need to know to source investment and debt capital in 2025. Projects & Money is a unique opportunity to hear the nation’s leading debt and equity investors provide unique perspectives on the latest trends, approaches, issues and opportunities in the energy infrastructure market.

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Trump’s Election Win impacts Ozone Season CSAPR Programs | Emissions Watch Blog

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Emissions Watch is our quarterly report that contains ESAI Power’s outlooks and views on the emissions markets. ESAI provides regular updates and analysis on developments in the RGGI, SO2, NOx and CO2 emissions markets and price forecasts for state and regional markets.

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PJM’s Updated Capacity Auction Schedule | Capacity Watch Blog

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PJM recently updated its Capacity Auction schedule for the 2026/27 Base Residual Auction. The auction was set to begin in early December 2024 but has now been delayed and is scheduled to take place in early July 2024. PJM is now scheduled to open the offer window for the 2026/27 BRA on July 9th, 2025 for market participants.  The Capacity auction window will close on July 16th, and PJM plans to post the auction results on July 22nd.

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MISO Interconnection Queue Update I Generation Asset Monitor Blog

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This update provides a high-level overview of our recently published MISO Generation Asset Monitor (GAM) report and database for November, 2024.  The MISO GAM tracks the Interconnection queue in MISO for additions, forecasts plant retirements and plants deemed at risk of retirement, and provides an outlook for the timeline of renewable generation projects in MISO.

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NYISO Progress Towards Meeting 70% by 2030 | Renewable Watch Blog

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This quarter’s NYISO Renewables Watch update includes ESAI’s latest updated Tier 1 REC supply and demand outlook and assesses New York’s progress towards meeting it’s 70% by 2030 Renewable Energy requirement.  We compare New York’s RES requirements with ESAI’s Projections (MWh) to assess the projected deficit.

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NYISO Capacity Price Forecast Winter 2024-25 | Capacity Watch Blog

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The NYISO Winter Strip Auction window opened today, starting a series of critical events in the NYISO Winter Capability Period for 2024/25. The New York Independent System Operator (NYISO) manages the state of New York’s energy needs, ensuring a reliable power supply during the colder months. This blog post will delve into some details of the NYISO Installed Capacity Market for the Winter 2024/25 season, shedding light on auction schedules, clearing price volatility, and notable changes compared to the previous winter.

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ESAI Power NYISO Generation Asset Monitor Update | NYISO Generation Asset Monitor Blog

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This update provides a high-level overview of our recently published NYISO Generation Asset Monitor (GAM) report and database. The NYISO GAM tracks the Interconnection queues for additions, forecasts plant retirements and plants deemed at risk of retirement, and provides an outlook for the timeline of renewable generation projects in PJM, MISO, NYISO and ISO-NE.

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PJM Generation Asset Monitor Update | Capacity News

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The 2026/27 PJM RPM Base Residual Auction is scheduled for early December. Ethan Howland reports in today’s Utility Dive that according to Morgan Stanley and ESAI Power’s Scott Niemann, PJM capacity auction prices could plausibly clear at the price cap.  Whilst clearing at the cap is a “very plausible” outcome, there are scenarios where pricing clears at “substantially” lower prices.

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