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MISO Capacity Market Update | Capacity Watch Blog

PJM Energy Market Outlook | Energy Watch Blog

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

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Capacity Watch Blog SMM

MISO Capacity Market Update | Capacity Watch Blog

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.
Energy Watch Blog

PJM Energy Market Outlook | Energy Watch Blog

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. 
Projects & Money 2025

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

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.
Emissions Watch Blog

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

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.
PJM Capacity

PJM’s Updated Capacity Auction Schedule | Capacity Watch Blog

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.
MISO Generation Asset Monitor Blog

MISO Interconnection Queue Update I Generation Asset Monitor Blog

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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Our market research is based on fundamentals. We closely monitor forward curves and deep, granular views on the interconnection queues and plant retirements or at-risk of retirement to build out our forward supply curves. ESAI’s differentiators include detailed fundamental inputs, always transparent forecast assumptions, assessment of risks, & our analysts act as a research arm that enables clients to tap into ESAI’s base case, downside and upside scenarios for the PJM, NYISO, ISO-NE and MISO energy, capacity, renewable and emissions markets.

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