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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Recent insights
Previously released for Energy Aspects subscribers, EA Founder and Director of Market Intelligence Dr Amrita Sen sits down with John Normand, Head of Investment Strategy at AustralianSuper. They discuss: John does not expect a US recession, rather he sees a compression story where RoR of investing in the US is more comparable to other countries. Fund continuing to diversify away from Australian assets, inherently exposed to China; John believes China is going through one of the world's most significant growth compressions in last 50 years. Without government intervention to actively buy the excess properties in the market, there is no case to be overweight China structurally. John still believes risk assets will outperform safe havens, but by less than previously as earnings growth will no longer be above trend. A ceiling on growth also constrains multiples. Energy transition a key topic in the fund; Amrita notes clear headwinds for Chinese growth, but another supercycle cannot be ruled out given weak upstream/downstream investment. Podcast recorded on 11 June 2025.
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.
