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

Energy Aspects completes acquisition of Kayrros
May 21, 2026
Market data and intelligence provider Energy Aspects has completed the acquisition of Kayrros, the Paris-based energy analytics and satellite data company.
Weekend effect in WTI options may fade with 24/7 crude perpetuals
May 19, 2026
The dynamics of short-dated WTI options pricing are set to change due to the emergence and rapid growth of 24/7 WTI crude oil perpetual futures.
EA Forum - Amrita Sen and Jeff Currie on the diesel pinch point, Hormuz, equity la la land
May 15, 2026
Podcast: Jeff Currie on diesel, Hormuz and why oil, commodities and hard assets may be mispriced as markets overlook structural shortages.