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

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.



