Power markets in North America are undergoing a massive transformation in the types of generation serving demand, the policies governing markets and the interplay between the two. Market participants need to understand both the fundamental and regulatory factors that affect price formation. Our power service provides a comprehensive array of forecasts and insights that enable readers to develop in-depth strategies that will pay off in the shifting power market landscape.
This service is headed by Peter Rosenthal, who has more than two decades of experience covering these markets and leads the research from New York.
Our monthly Outlook provides detailed analysis of power market supply and demand fundamentals, including all relevant data, state/federal/system-operator policies, environmental developments and price movements. We also examine changes to the generating stack, including renewable mandates and related developments, views on load (demand) and load drivers, forecasts for prices and the price forecasts’ relationship to natural gas (implied heat rates). The Outlook provides in-depth views on PJM, New York ISO, ISO New England and ERCOT as well as related fuels (natural gas, coal and petroleum) markets, drawing from research conducted by our leading North America natural gas service.
E-mail alerts provide rapid insights into how industry events, news headlines and policy developments will influence power markets and prices. E-mail alerts offer a short summary of market changes as well as the effects they may have on our forecasts.
Notes examine our outlook for supply, demand and prices for North American power markets. In our Notes, we summarise forward-looking views derived from our balances as well as potential market drivers from a regulatory, policy and fuels perspective. We will also examine regions outside the core Eastern and ERCOT ISO hubs covered in our monthly Outlook and regular e-mail alerts, as well as macro drivers of power supply, demand and prices. Each Note consists of short commentary and also provides easy-to-navigate table summaries as well as key charts.
We periodically publish market forecast slideshows that focus on shorter-term trading dynamics, including generation trends and forecasts, fuel market drivers and updates on demand. This format provides a quick summary between our monthly Outlooks on our major market ideas. Easy to assimilate and available for use by clients for internal and external presentations (with due accreditation to Energy Aspects), we act as your outsourced power market analyst team.
Our power service includes a full suite of market data, downloadable in .xls format for easy integration into client systems and analysis. The files include data on existing and planned power plants by ISO, forecasts of expected US nuclear power plant outages by unit and updates on renewables projects, including on- and offshore wind, solar and battery storage, for the major ISOs.
Our global team of analysts delivers rapid responses to clients on market queries, data,
prices and forecasts. We host regular Insight events for clients to hear our market outlooks
and meet our team.