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| Thursday Nov 13, 2025 | |
| This week, Mother Nature delivered a (cold, not warm) welcome to winter to much of the country as the entire eastern half of the US received a blast of cold air. The cold started in the Midwest over the weekend and spread outward to peak just a couple of days ago on Tuesday. Parts of Pennsylvania and Vermont saw over 8 inches of snow and way down south in Jacksonville, Florida the temperature reached an all-time daily low of 28 degrees. While most of the affected areas have warmed back up and look to be back on a warmer trajectory, the event marked a shift in the expected pattern for the Northeast, where it doesn’t look so ready to return to the previous norm. The figure below plots daily HDDs across the East by region, with the past 30 days of actual ... » read more | |
| Wednesday Nov 12, 2025 | |
| The CAISO battery fleet continues to flex its impact on the CAISO grid. Over the last few years, the story of batteries in California has been one of growth. From a few projects across the state to the saturation of the regulation market to now increasingly high levels of energy dispatch, the fleet’s role is continuously changing. We track it all on our daily and monthly CAISO battery dashboards, as well as in our battery reports. The figure below is featured in our daily battery dashboard and shows net discharge to the grid in orange and net charge in blue over the last week. In the middle of the day when solar generation is abundant, batteries are enjoying lower real-time prices, especially in SP15, and charging in preparation for higher evening prices. In the evenings ... » read more | |
| Tuesday Nov 11, 2025 | |
| Beyond the daily insights featured in our Morning Reports, our energy Monthly and Renewable Monthly reports dig deeper, summarizing how the market evolved over the past month and outlining the key factors that will drive the next phase of market dynamics. In our latest monthly recap, October marked a turning point in the energy markets, where decisions about future supply and demand balance are becoming increasingly complex. As the market transitions from the summer gas period to the winter strip, traders and operators are recalibrating around weather forecasts, production trends, and LNG demand, all of which are setting the tone for what lies ahead. October’s shifts in energy fundamentals remind us that even the most seasoned market watchers must navigate a mix of certainty ... » read more | |
| Monday Nov 10, 2025 | |
| Outages stand out as an important theme across electricity markets now. This stretch of the fall season is an important opportunity to conduct necessary maintenance across the electricity grid. Nuclear outages are some of the most impactful. Each nuclear unit provides roughly a GW of load, so when they turn off or on, they are sure to make a splash. This is especially true of CAISO’s Diablo Canyon units, as it adds yet another challenge to the California grid’s already challenging fall power landscape. Figure 1 | CAISO Thermal & Nuclear Generation (MW) The figure above shows nuclear generation (blue) and thermal generation (yellow) withing yellow. CAISO’s nuclear stack only includes two Diablo Canyon units. Its thermal stack consists primarily of natural gas plants. » read more | |
| Friday Nov 7, 2025 | |
| A week into the month of November: trees are losing more leaves, Halloween is in the rearview mirror (and, for some reason, Christmas decorations are coming out), and the weather is starting to get cooler. In Texas, it's still not exactly cold, but temperatures for the upcoming weekend and the start of next week are forecasted to be cooler than normal, with overnight lows dropping into the 30s for a lot of the region. The seasonal transition is manifesting in the electricity markets as well, in a variety of different ways. Here are some of the transitional signs we're seeing in the ERCOT market in particular: Outages are flattening out or starting to come down. While they're still near what will likely be their peak for the year, they've been trending downward over the past week. » read more | |
| Thursday Nov 6, 2025 | |
| While so often the focus in the energy space is rightfully placed on renewables, this summer and early fall has been witness to a resurgence of the oft-maligned coal generator in markets across the country. In our latest Special Report we focus on one market in particular, SPP, where coal numbers over the last month have impressed compared to recent years. The SPP region wrapped up October under a spell of cooler-than-normal temperatures, with readings across key cities such as Omaha, Wichita, and Oklahoma City dipping into the 30s and low 40s for morning lows, while highs struggled to reach the mid-50s through November 1st. This shift briefly brought heating demand into play, shaping the load profile into the classic double-hump pattern typical of colder days. The cool spell capped off ... » read more | |
| Wednesday Nov 5, 2025 | |
| The middle of the country is preparing for a streak of cold days. While it isn’t expected to last long, MISO is expecting chilly temperatures that will dip below seasonal normals at the beginning next week. The figure below is a snapshot of Atmospheric G2’s aggregate temperature forecast for MISO, MISO South, and MISO North. The blue indicates the days that will drop to below normal temperatures for this time of year. Lows for MISO North are expected to drop below freezing while high temperatures stay below 50 degrees F. MISO South won’t be quite as cold, but still lows will drop to the mid-30s, quite a departure from the low 60-degree level expected later this week. It’s all part of a late start to fall that we analyzed in a recent Midwest natural gas market ... » read more | |
| Tuesday Nov 4, 2025 | |
| Alberta is closing out October under unusually mild conditions, with Mother Nature in no hurry to bring winter. Most of the province enjoyed temperatures near or above seasonal norms, with only brief cold interruptions. This extended warmth has effectively delayed the onset of true heating-season demand, setting a calm tone as the gas market moves into November. Forecasts for the first half of November continue to favor mild and above-normal readings across Alberta and British Columbia. Daily highs in the 40s°F range and limited overnight freezes suggest the region’s warm streak will persist. The result: another stretch of moderate system demand and a postponed seasonal shift that market participants are closely watching. Figure 1 | AESO Weather Forecast, November 3-November 13 ... » read more | |
| Monday Nov 3, 2025 | |
| Here in Portland, on-and-off rainy weather has settled over the valley. In just the last week we have had downpours, clear blue skies, and a double rainbow. Zooming out, the Pacific northwest is likewise looking forward to a mixed bag of winter precipitation. This has us hard at work, considering what this means for upcoming hydro generation in the Columbia basin. Figure 1 | NWRFC 120 day Volume (% of Average) Forecast This forecast estimates water volumes for point across the PNW in the next 120 days. This gives us a view into expected precipitation and hydro operations across the Columbia, North America’s most energy-rich river basin. Above, we see volumes coded by color in terms of percent of average. Predicted volumes paint a picture of varied conditions, with healthy river ... » read more | |
| Friday Oct 31, 2025 | |
| We’ve observed record-level capacity additions in the WECC in the last few years with nearly 12 GW of additions in 2023, 16 GW in 2024, and almost 11 GW through September 2025. The distribution of this capacity among resource type, and location, can have a large impact on hourly price formation. Figure 1 depicts the additions by resource type and year. Figure 1 | Historical capacity additions by fuel type in the U.S. portion of the WECC. Data from the EIA 860M through September 2025. The figure above shows the capacity additions across the WECC by year and by resource type with only data available through September 2025. Record levels of capacity were added in 2023 and 2024, and this capacity was comprised primarily of storage and solar ... » read more | |