North America Gas & Power Outlook : Bring your own generation
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.
Download report
Please fill in your contact details to access the full insight.
Recent insights
Explore our Energy 360 Market Insight analysing the drivers of global energy market volatility, oil, gas, and refined products outlook into 2026.
What was covered in the webinar: An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.
This article explores how companies like EQT and Kinder Morgan are positioning themselves amid global demand growth, and examines the impact of new pipeline projects
