Insights Across the Energy Value Chain

PJM's August 2026 base case sits above market on heat rate, with RGGI costs and capacity risk keeping the stack tight even as transmission relief arrives.

Six ISOs seek delays as FERC presses large-load tariff reform to clarify rules and risks for developers and customers.

MISO's August 2026 outlook: softer peaks vs. July, forecast converging with the market, and new Gulf Coast gas capacity reshaping South flows.

Manual lease review breaks down at scale, and buried obligations don't surface until it's too late. See how operators are closing that gap.

ERCOT's August 2026 risk hinges on baked-in heat, 80 GW peak scenarios, and CP exhaustion. See what could keep prices high despite a cheaper supply stack.

Why diesel crack spread hits $100: refining outages, not crude, driving record diesel prices and pump pain.

Explore Enverus forecasts: behind-the-meter generation growth to 2030, modular gas and fuel cells outpacing large CCGTs for data centers.

Alberta oil sands producers waiting for $100 oil while weighing CCUS costs, pipeline choices and market volatility.

Alberta oil sands producers waiting for $100 oil while weighing CCUS costs, pipeline choices and market volatility.