Research notes, market analysis, and methodology pieces from the work behind our forecasts. Substantive technical writing for practitioners who run the numbers.
The June 2024 PJM auction cleared BGE zone at $466/MW-day, more than six times the prior year. The path from wholesale auction to residential bill is the case study.
The April 10 proposal places 84% of the procurement target in four data center growth zones. For community solar underwriting, this is not one retail rate story. It is at least two.
The June 2024 PJM auction cleared BGE zone at $466/MW-day, more than six times the prior year. The path from wholesale auction to residential bill is the case study.
The April 10 proposal places 84% of the procurement target in four data center growth zones. For community solar underwriting, this is not one retail rate story. It is at least two.
The actual 2025 BGE residential rate was $191/MWh. A flat 3% escalator on the 2020 rate would have projected $133. That is a $58 gap in five years. Here is why.
Data centers and AI infrastructure are reshaping the Mid-Atlantic. PJM's large-load workshop signals a turning point. Forward analysis across capacity, retail, and wholesale dimensions is no longer optional.
The House reconciliation bill would repeal key IRA provisions. For IPPs and infrastructure investors, the question is whether this dismantles the clean energy business or recalibrates where projects make sense.
Summer 2025/26 cleared at 22x the prior year and 67x the year before that. Not a fluke. A structural signal.
Load growth from AI, data centers, electrification, and reshoring is outpacing generation additions. In organized markets with forward capacity auctions, that gap is translating directly into higher rates.
Duke Energy's finalized rate cases, grid investments, and renewable initiatives present both opportunities and challenges for hyperscalers looking to enter Duke's footprint.