North America Gas & Power Outlook : Bring your own generation

May 16, 2025

Released for subscribers , the North America Power Monthly Outlook gives you a comprehensive analysis of power market supply and demand fundamentals across North America.


In this market outlook, we cover: 


  • Canadian tariff uncertainties while aluminium and steel tariffs take effect. 
  • PJM navigates data centre demand surge and reaches capacity pricing compromise. 
  • ERCOT faces bearish summer outlook as renewable additions outpace load growth. 
  • Northeast markets influenced by Hydro-Québec's ongoing drought conditions. 
  • Western regions benefit from above-normal snowpack, pressuring CAISO futures. 
  • Regulatory shifts in Ontario and California set to transform regional market dynamics.

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