Rising PJM solar installations not enough to offset load growth

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.

Low stocks and China's return put a floor under crude

Low stocks, slowing SPR releases and China's return put a floor under crude

August 13, 2026

Our Kayrros inventory data show global crude stocks far below pre-conflict levels, with SPR releases slowing and Chinese buying recovering.

Yen and Yang: Treasury Finds Rare Victory in Japan FX Gambit

August 12, 2026

Oil, gas ¯ro market insights: Hormuz deal nears, Qatar LNG risks EU winter supply, Fed hike expected ¥n intervention marks rare Treasury win.

How satellite data flagged Pluto LNG’s early start-up

July 31, 2026

Our thermal imagery flagged Pluto Train 2’s faster commissioning weeks before Woodside’s Q2 26 report confirmed the same milestones.

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

Recent Posts

Low stocks, slowing SPR releases and China's return put a floor under crude

Yen and Yang: Treasury Finds Rare Victory in Japan FX Gambit

How satellite data flagged Pluto LNG’s early start-up