Enverus Intelligence® Research finds PJM’s current capacity market may not support financeable new gas generation at today’s capital costs. The report analyzes the capacity-price levels and bilateral contract structures needed to make new CCGT projects viable.
Enverus Intelligence® Research analyzes ERCOT’s Batch Zero large-load qualification, estimating that 55 projects (21.7 GW) are positioned to meet the July 15 requirements while 62 projects (37 GW) are likely deferred to Batch 1+. The report outlines key deadlines, financial-security...
BP simplifies structure, Devon targets Delaware, LNG expands and power demand drives new infrastructure investment across energy markets.
Enverus Intelligence® Research’s latest Strait of Hormuz outlook highlights a stocks-driven “higher for longer” setup, modeling OECD crude and product inventories falling from 2.82 Bbbl (YE25) to a 2.36 Bbbl trough in Q4 2026. The report also flags a potential...
Enverus’ latest Fundamental Edge report, “Let’s Make a Deal | Brent Upgrade, Henry Downgrade,” raises its 2H26 Brent forecast to $110/bbl on a late-June deal and gradual Strait of Hormuz reopening while maintaining a capped summer Henry Hub outlook and...
BP leadership shift, Post Oak divestitures, Canadian growth, Chevron’s Vaca Muerta plan and LNG momentum drive this week’s Energy Market Wrap.
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