Gain Strategic Insight into PJM Market Dynamics and the upcoming Base Residual Auction 2027/28
Join our energy analysts for a 30-minute conversation on the PJM Market. With years of deep experience in wholesale power markets, we provide trusted, data-driven guidance to Private Equity and Infrastructure Investment clients. Our team delivers independent market intelligence across PJM, NYISO, ISO-NE, and MISO to help investors and IPPs make better trading and investment decisions.
Our Energy Analysts
- Scott Niemann, Managing Director & Principal
- Julia Criscuolo, Director of Renewables and Environmental Policy
- Oliver Kleinbub, Director Energy Services
What You’ll Gain from This Meeting
- Market Drivers and Recent Developments– Understand how tight supply and demand dynamics in PJM are expected to continue.
- Analysis of the 2026/27 BRA Clearing prices – Evaluation of the auction results, ESAI’s base case, and what the results would have been without the price cap in place.
- Additional Rule Changes – Review the Quadrennial VRR/Net Cone reset, ELCC refinements, and CIFP for Large Load Interconnection.
- LMPs and Spark Spread Drivers – Lower reserve margins, higher load factors, and higher RGGI prices following the program review.
Why ESAI Power
For over 20 years, ESAI Power has been the trusted independent source for energy market intelligence on the PJM Market. Our Capacity Watch and Energy Watch publications and advisory services empower private equity, lenders, IPPs, traders, and developers stay ahead of market shifts — from regulatory rulings to tracking the interconnection queues and retirements.
Submit the form to the right to schedule your meeting with Scott, Julia and Oliver.