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.


Download report

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

Recent insights

Waha delivered cash price forecast: Permian gas pipeline outlook
February 23, 2026
The early signals that provided a clear indicator of the challenges that Waha prices and Permian production continue to face in early 2026.
Amrita Sen and Jeff Currie for EA Forum
February 20, 2026
Watch Ep 15 of the EA Forum, featuring Dr Amrita Sen and Jeff Currie, as they discuss the return of the old economy. Plus, get a sneak peek at Jeff’s own portfolio.
Cargo Tracking Snowflake
February 19, 2026
Instantly query and analyse our latest datasets alongside your own, all within your Snowflake environment, no manual downloads or transfers needed.