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

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.
  

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