Investors

Investors are financial firms or individuals who allocate capital to the U.S. power markets, seeking opportunities to generate returns through informed decisions.

ESAI Power provides investment, valuation, and risk assessment support for financial firms investing in the US power markets. Our market reports and analyst insights into complex market dynamics help investors make difficult investment decisions in the ever-changing and evolving power markets in PJM, NYISO, ISO-NE & MISO.

For 20 years, ESAI Power has provided investors with objective analysis based on sound fundamental modeling. With a deep understanding of market rules and regulatory issues that impact market outcomes in PJM, NYISO, ISO-NE & MISO. ESAI’s reports include price forecasts for capacity, energy & RECs. ESAI’s forecasts are published to a large client base of generators, investors, regulators, and utilities –  and must always remain unbiased. We’re committed to covering these markets consistently in our price forecasts. ESAI is well known for publishing “the un-varnished truth” in our forward curve forecasts.

Posts

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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RGGI Auction 59 – Clearing Price of $12.50/ton | Emissions Watch Blog

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The most recent RGGI quarterly auction (Auction 59) was held on March 8, 2023. The clearing price was $12.50/ton, 3.8% lower than the clearing price of $12.99/ton on December 7, 2022 (see Figure 1). Auction 59 represents the third consecutive auction with a clearing price at least three percent lower than the previous auction. The trend of lower clearing prices in recent auctions is notable given that clearing prices had increased in 12 consecutive auctions from September 2019 through June 2022.

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PJM BRA 2024/25 Capacity Price Forecast | Capacity Watch Blog

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For Energy Investors and Generation Owners investing and trading in PJM, it’s vital to have an in-depth market model with deep analysis of the market fundamentals, the latest regulatory updates, and insight into the rule changes and planning parameters that impact PJM BRA clearing prices moving forward. Surface level analysis is not enough when it comes to making investment decisions in the PJM Capacity Market. The PJM BRA for 2024/25 Delivery year is set to begin December 7th, 2022

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