Rising PJM solar installations not enough to offset load growth, retirements through 2030

May 16, 2025

Released for subscribers, the North America Power Insight delivers expert analysis of critical market trends, policy impacts, and supply-demand dynamics across North American power markets, providing actionable intelligence for both tactical trading decisions and strategic planning.


In this insight you will read about:


  • Uncover why PJM's ambitious solar expansion plans may not be enough to prevent a looming capacity crisis.
  • Discover the surprising timeline challenges delaying critical gas infrastructure and their market implications.
  • Explore our exclusive analysis of how data centre growth is reshaping power demand forecasts through 2030.
  • Learn which specific regions within PJM face the highest reliability risks and what this means for pricing.
  • Access our proprietary forecasting models revealing when and why reserve margins will reach critical thresholds.

Download report

Please fill in your contact details to access the full insight.

Recent Posts

Tropic thunder: Venezuela oil hype overlooks formidable growth barriers

September 9, 2026
The “historic” Venezuela–US oil deal has generated eye-catching numbers but does little to change our cautious production outlook.

How do you know a demand forecast is telling you the truth, and not just a good story?

August 24, 2026
From narrative to data-led: how Energy Aspects built an agnostic algorithmic nowcast to sense-check its demand forecasts every week.
Low stocks and China's return put a floor under crude

Low stocks, slowing SPR releases and China's return put a floor under crude

August 13, 2026
Our Kayrros inventory data show global crude stocks far below pre-conflict levels, with SPR releases slowing and Chinese buying recovering.
Show More