Vistra lifts 2026 outlook after power prices drive more than 50% EBITDA growth Vistra's adjusted EBITDA rose more than 50% to $2.38 billion as power prices and...
https://www.narrowit.com/news/vistra-q3-power-prices-cogentrix-2027-guidance-2026-11-06
#Vistra #VST #PowerMarkets #NaturalGas
https://www.narrowit.com/news/vistra-q3-power-prices-cogentrix-2027-guidance-2026-11-06
#Vistra #VST #PowerMarkets #NaturalGas
Vistra raises outlook as Q3 adjusted EBITDA tops $2.3B | Narrowit.com
Higher power prices, acquired generation and a returned plant lifted Vistra's third-quarter results and supported new 2027 guidance.
www.narrowit.com
November 7, 2026 at 1:13 AM
Vistra lifts 2026 outlook after power prices drive more than 50% EBITDA growth Vistra's adjusted EBITDA rose more than 50% to $2.38 billion as power prices and...
https://www.narrowit.com/news/vistra-q3-power-prices-cogentrix-2027-guidance-2026-11-06
#Vistra #VST #PowerMarkets #NaturalGas
https://www.narrowit.com/news/vistra-q3-power-prices-cogentrix-2027-guidance-2026-11-06
#Vistra #VST #PowerMarkets #NaturalGas
Powering Up: 5 Acquires Legacy Energy #PJM #EnergyManagement #EnergyProcurement #UtilityRates #PowerMarkets #EnergySolutions
Powering Up: 5 Acquires Legacy Energy - Cozzy Energy Solutions
Dallas-based energy advisory firm 5 has finalized its acquisition of Legacy Energy, a Warrenton, Virginia-headquartered company specializing in energy management services. The move is intended to expand 5’s presence in the PJM and MISO energy markets and bolster its service offerings, including energy procurement, utility bill management, tariff rate analysis, and behind-the-meter solutions. Legacy Energy,
cozzyenergysolutions.com
November 5, 2026 at 1:41 PM
Powering Up: 5 Acquires Legacy Energy #PJM #EnergyManagement #EnergyProcurement #UtilityRates #PowerMarkets #EnergySolutions
Our consulting team supports power asset acquisitions, refinancings, and valuations in #PJM, #NYISO, and #ISONE, delivering facility-level forecasts of capacity revenues and energy gross margins backed by 20+ years of #PowerMarkets expertise.
Learn more: www.esaipower.com/consulting/
#EnergyAssets
Learn more: www.esaipower.com/consulting/
#EnergyAssets
October 26, 2026 at 6:48 PM
Our consulting team supports power asset acquisitions, refinancings, and valuations in #PJM, #NYISO, and #ISONE, delivering facility-level forecasts of capacity revenues and energy gross margins backed by 20+ years of #PowerMarkets expertise.
Learn more: www.esaipower.com/consulting/
#EnergyAssets
Learn more: www.esaipower.com/consulting/
#EnergyAssets
Our consulting team supports power asset acquisitions, refinancings, and valuations in #PJM, #NYISO, and #ISONE, delivering facility-level forecasts of capacity revenues and energy gross margins backed by 20+ years of #PowerMarkets expertise.
Learn more: www.esaipower.com/consulting/
#EnergyAssets
Learn more: www.esaipower.com/consulting/
#EnergyAssets
September 15, 2026 at 5:08 PM
Our consulting team supports power asset acquisitions, refinancings, and valuations in #PJM, #NYISO, and #ISONE, delivering facility-level forecasts of capacity revenues and energy gross margins backed by 20+ years of #PowerMarkets expertise.
Learn more: www.esaipower.com/consulting/
#EnergyAssets
Learn more: www.esaipower.com/consulting/
#EnergyAssets
We looked for a Time Premium in Talen Energy
We didn't find one
After stripping the valuation with real M&A comps, TVCR < 1 - the residual maps to a conservative NPV of the AWS contract.
The problem isn't AI hype.
The problem is execution beta
#$TLN #$AMZN #AIInfrastructure #PowerMarkets #SystemMargin
We didn't find one
After stripping the valuation with real M&A comps, TVCR < 1 - the residual maps to a conservative NPV of the AWS contract.
The problem isn't AI hype.
The problem is execution beta
#$TLN #$AMZN #AIInfrastructure #PowerMarkets #SystemMargin
August 27, 2026 at 1:26 AM
We looked for a Time Premium in Talen Energy
We didn't find one
After stripping the valuation with real M&A comps, TVCR < 1 - the residual maps to a conservative NPV of the AWS contract.
The problem isn't AI hype.
The problem is execution beta
#$TLN #$AMZN #AIInfrastructure #PowerMarkets #SystemMargin
We didn't find one
After stripping the valuation with real M&A comps, TVCR < 1 - the residual maps to a conservative NPV of the AWS contract.
The problem isn't AI hype.
The problem is execution beta
#$TLN #$AMZN #AIInfrastructure #PowerMarkets #SystemMargin
Our consulting team supports power asset acquisitions, refinancings, and valuations in #PJM, #NYISO, and #ISONE, delivering facility-level forecasts of capacity revenues and energy gross margins backed by 20+ years of #PowerMarkets expertise.
Learn more: www.esaipower.com/consulting/
#EnergyAssets
Learn more: www.esaipower.com/consulting/
#EnergyAssets
August 25, 2026 at 5:08 PM
Our consulting team supports power asset acquisitions, refinancings, and valuations in #PJM, #NYISO, and #ISONE, delivering facility-level forecasts of capacity revenues and energy gross margins backed by 20+ years of #PowerMarkets expertise.
Learn more: www.esaipower.com/consulting/
#EnergyAssets
Learn more: www.esaipower.com/consulting/
#EnergyAssets
ElectronX Powers Up: Full Coverage of US Electricity Markets #ISONE #EnergyDerivatives #ElectricityTrading #PowerMarkets #EXI #GridInnovation
ElectronX Powers Up: Full Coverage of US Electricity Markets - Cozzy Energy Solutions
ElectronX Expands Electricity Derivatives Trading to Cover All U.S. Deregulated Markets CHICAGO, Aug. 24, 2026 /PRNewswire/ -- ElectronX, a specialized energy exchange focusing on precise risk management within electricity markets, announced the launch of hourly futures contracts for the Southwest Power Pool (SPP), New York ISO (NYISO), and ISO New England (ISO-NE) power systems. This
cozzyenergysolutions.com
August 25, 2026 at 1:03 AM
ElectronX Powers Up: Full Coverage of US Electricity Markets #ISONE #EnergyDerivatives #ElectricityTrading #PowerMarkets #EXI #GridInnovation
[#analysis] 📄Projecting #PowerPrices in a high-volatility era | Why #hourlyprice projections matter and what drives them?
Free access👉https://www.enerdata.net/publications/executive-briefing/forecasting-energy-prices-volatility-analysis.html
#negativeprice #renewablepeaks #powermarkets
Free access👉https://www.enerdata.net/publications/executive-briefing/forecasting-energy-prices-volatility-analysis.html
#negativeprice #renewablepeaks #powermarkets
March 10, 2026 at 9:59 AM
[#analysis] 📄Projecting #PowerPrices in a high-volatility era | Why #hourlyprice projections matter and what drives them?
Free access👉https://www.enerdata.net/publications/executive-briefing/forecasting-energy-prices-volatility-analysis.html
#negativeprice #renewablepeaks #powermarkets
Free access👉https://www.enerdata.net/publications/executive-briefing/forecasting-energy-prices-volatility-analysis.html
#negativeprice #renewablepeaks #powermarkets
EPDK refreshes excess electricity generation hourly model for clearer pricing.
🚩 #EPDK #PowerMarkets #Regulation #EnergySales #Sustainability
🚩 #EPDK #PowerMarkets #Regulation #EnergySales #Sustainability
May 5, 2026 at 7:04 AM
EPDK refreshes excess electricity generation hourly model for clearer pricing.
🚩 #EPDK #PowerMarkets #Regulation #EnergySales #Sustainability
🚩 #EPDK #PowerMarkets #Regulation #EnergySales #Sustainability
We did a #PowerMarkets Modelling w/ #OpenSource course in Johannesburg! 35 energy pros from 6 countries learned PyPSA.
Some takeaways:
📌 Open-source democratizing energy planning
📌 Local capacity growing strong
Thanks @InternationalCentreHydropower & @HansBredesen! 🙏
#EnergyModeling #Africa
Some takeaways:
📌 Open-source democratizing energy planning
📌 Local capacity growing strong
Thanks @InternationalCentreHydropower & @HansBredesen! 🙏
#EnergyModeling #Africa
June 5, 2025 at 3:30 PM
We did a #PowerMarkets Modelling w/ #OpenSource course in Johannesburg! 35 energy pros from 6 countries learned PyPSA.
Some takeaways:
📌 Open-source democratizing energy planning
📌 Local capacity growing strong
Thanks @InternationalCentreHydropower & @HansBredesen! 🙏
#EnergyModeling #Africa
Some takeaways:
📌 Open-source democratizing energy planning
📌 Local capacity growing strong
Thanks @InternationalCentreHydropower & @HansBredesen! 🙏
#EnergyModeling #Africa
@platformmg.bsky.social
As AI drives demand, land and power are fuelling growth and SE Europe is emerging as the next grid & development zone.
Athens, 2–3 April.
Deals. Insight. Growth.
Register: bit.ly/4iZ7TSe
#DigitalInfrastructure #LandDevelopment #powermarkets #PlatformFrontierMarkets
As AI drives demand, land and power are fuelling growth and SE Europe is emerging as the next grid & development zone.
Athens, 2–3 April.
Deals. Insight. Growth.
Register: bit.ly/4iZ7TSe
#DigitalInfrastructure #LandDevelopment #powermarkets #PlatformFrontierMarkets
March 27, 2025 at 10:23 AM
@platformmg.bsky.social
As AI drives demand, land and power are fuelling growth and SE Europe is emerging as the next grid & development zone.
Athens, 2–3 April.
Deals. Insight. Growth.
Register: bit.ly/4iZ7TSe
#DigitalInfrastructure #LandDevelopment #powermarkets #PlatformFrontierMarkets
As AI drives demand, land and power are fuelling growth and SE Europe is emerging as the next grid & development zone.
Athens, 2–3 April.
Deals. Insight. Growth.
Register: bit.ly/4iZ7TSe
#DigitalInfrastructure #LandDevelopment #powermarkets #PlatformFrontierMarkets
GB Sets New Record for Cumulative Negative Power Prices
On 15 September, the cumulative total of negative-price hours in the GB market has now surpassed previous records, reaching the highest level for this time of year. www.linkedin.com/posts/jake-t...
On 15 September, the cumulative total of negative-price hours in the GB market has now surpassed previous records, reaching the highest level for this time of year. www.linkedin.com/posts/jake-t...
#wind #balancing #cfd #negativepricing #powermarkets #gb | Jake Thompson, Ph.D.
GB Sets New Record for Cumulative Negative Power Prices - 15th September
On 15 September, the GB Day-ahead auctions cleared with eight hours of negative prices for EPEX, while Nordpool had 11 more ho...
www.linkedin.com
September 16, 2025 at 8:56 PM
GB Sets New Record for Cumulative Negative Power Prices
On 15 September, the cumulative total of negative-price hours in the GB market has now surpassed previous records, reaching the highest level for this time of year. www.linkedin.com/posts/jake-t...
On 15 September, the cumulative total of negative-price hours in the GB market has now surpassed previous records, reaching the highest level for this time of year. www.linkedin.com/posts/jake-t...
The current heatwave has highlighted that fitting the right pieces together in European power markets, gets disrupted by extreme weather.
#powermarkets #europeanpower #electricity #renewables #nuclear #flexibility #negativeprices #batteries
montelnews.com/news/c1c9f35...
#powermarkets #europeanpower #electricity #renewables #nuclear #flexibility #negativeprices #batteries
montelnews.com/news/c1c9f35...
European heatwave is jamming the grid’s shape-sorting toy
As much of Europe swelters, power demand is rising sharply and the strain on energy systems is unfolding in real time. From surging evening prices to overstretched ancillary services and reduced nucle...
montelnews.com
July 2, 2025 at 6:32 AM
The current heatwave has highlighted that fitting the right pieces together in European power markets, gets disrupted by extreme weather.
#powermarkets #europeanpower #electricity #renewables #nuclear #flexibility #negativeprices #batteries
montelnews.com/news/c1c9f35...
#powermarkets #europeanpower #electricity #renewables #nuclear #flexibility #negativeprices #batteries
montelnews.com/news/c1c9f35...
Why pan-European balancing requires power market participants in smaller countries to expand the coverage of their ‘live’ analytics.
www.linkedin.com/posts/jharre...
#powermarkets #picasso #balancing #powertrading #powergeneration #electricitymarkets
www.linkedin.com/posts/jharre...
#powermarkets #picasso #balancing #powertrading #powergeneration #electricitymarkets
Jean-Paul Harreman on LinkedIn: Picasso, with France joining this spring, it may be interesting to see the…
Picasso, with France joining this spring, it may be interesting to see the significance of adding another large country to the mechanism.
Check out these 3…
www.linkedin.com
January 19, 2025 at 8:56 AM
Why pan-European balancing requires power market participants in smaller countries to expand the coverage of their ‘live’ analytics.
www.linkedin.com/posts/jharre...
#powermarkets #picasso #balancing #powertrading #powergeneration #electricitymarkets
www.linkedin.com/posts/jharre...
#powermarkets #picasso #balancing #powertrading #powergeneration #electricitymarkets
Sweden’s SE-2 region just passed Finland as the European region with the highest number of negative day-ahead hourly power prices in Europe in 2024. 714 hours with prices below zero… #electricity #powermarkets #negativeprices
December 24, 2024 at 9:50 PM
Sweden’s SE-2 region just passed Finland as the European region with the highest number of negative day-ahead hourly power prices in Europe in 2024. 714 hours with prices below zero… #electricity #powermarkets #negativeprices
PJM’s capacity auction reflects a power system adapting to a new era of electricity demand – and competitive power suppliers are responding with tens of GW of new investment.
Read EPSA’s full statement: tinyurl.com/yc7dpzj6
#EPSA #PJM #CompetitivePower #GridReliability #PowerMarkets
Read EPSA’s full statement: tinyurl.com/yc7dpzj6
#EPSA #PJM #CompetitivePower #GridReliability #PowerMarkets
July 14, 2026 at 8:52 PM
PJM’s capacity auction reflects a power system adapting to a new era of electricity demand – and competitive power suppliers are responding with tens of GW of new investment.
Read EPSA’s full statement: tinyurl.com/yc7dpzj6
#EPSA #PJM #CompetitivePower #GridReliability #PowerMarkets
Read EPSA’s full statement: tinyurl.com/yc7dpzj6
#EPSA #PJM #CompetitivePower #GridReliability #PowerMarkets
Lithuania’s first offshore wind farm judged not viable without state support
#EU #Lithuania #Energy #OffshoreWind #Infrastructure #PowerMarkets
www.lrt.lt/en/news-in-e...
#EU #Lithuania #Energy #OffshoreWind #Infrastructure #PowerMarkets
www.lrt.lt/en/news-in-e...
Lithuania’s first offshore wind farm not viable without state funding, minister says
Lithuania’s first commercial offshore wind farm project cannot be implemented under current market conditions, Energy Mi...
www.lrt.lt
July 6, 2026 at 11:40 AM
Lithuania’s first offshore wind farm judged not viable without state support
#EU #Lithuania #Energy #OffshoreWind #Infrastructure #PowerMarkets
www.lrt.lt/en/news-in-e...
#EU #Lithuania #Energy #OffshoreWind #Infrastructure #PowerMarkets
www.lrt.lt/en/news-in-e...
#EnergyTransition #ClimateAdaptation #PowerMarkets
June 25, 2026 at 11:11 AM
#EnergyTransition #ClimateAdaptation #PowerMarkets
Glad to have contributed to the latest Montel News article on how drought and extreme heat are increasing operational risks for Italy’s thermal power fleet.
Many thanks to the Montel team.
montelnews.com/news/72f026d...
#Energy #Climate #PowerMarkets
Many thanks to the Montel team.
montelnews.com/news/72f026d...
#Energy #Climate #PowerMarkets
32% of Italian thermal power fleet at risk of drought – analyst
Analyst: drought threatens about 20 GW (32%) of Italy’s thermal fleet in the Po basin as cooling‑water shortages and heatwaves risk keeping spot power near EUR 200/MWh.
montelnews.com
August 6, 2026 at 1:23 PM
Glad to have contributed to the latest Montel News article on how drought and extreme heat are increasing operational risks for Italy’s thermal power fleet.
Many thanks to the Montel team.
montelnews.com/news/72f026d...
#Energy #Climate #PowerMarkets
Many thanks to the Montel team.
montelnews.com/news/72f026d...
#Energy #Climate #PowerMarkets
The 2026 energy lodestar has shifted to affordability and reliability. 🗺️
As 1 GW hyperscale clusters hit the grid, the "Speed to Power" bottleneck is driving massive price volatility. For quants, the alpha is in dispatchable firm capacity and nuclear M&A.
#PowerMarkets #GridIntel #AIInfrastructure
As 1 GW hyperscale clusters hit the grid, the "Speed to Power" bottleneck is driving massive price volatility. For quants, the alpha is in dispatchable firm capacity and nuclear M&A.
#PowerMarkets #GridIntel #AIInfrastructure
www.woodmac.com
January 14, 2026 at 6:44 PM
The 2026 energy lodestar has shifted to affordability and reliability. 🗺️
As 1 GW hyperscale clusters hit the grid, the "Speed to Power" bottleneck is driving massive price volatility. For quants, the alpha is in dispatchable firm capacity and nuclear M&A.
#PowerMarkets #GridIntel #AIInfrastructure
As 1 GW hyperscale clusters hit the grid, the "Speed to Power" bottleneck is driving massive price volatility. For quants, the alpha is in dispatchable firm capacity and nuclear M&A.
#PowerMarkets #GridIntel #AIInfrastructure
2026: A wind crossroads. 🌬️
Onshore lags as AI load growth surges, tightening the wholesale power market. Expect higher price volatility and widening DART spreads as offshore 14GW+ hits.
The trading curve is shifting. 📉⚡️
go.woodmac.com/l/131501/202...
#PowerMarkets #GridIntel
Onshore lags as AI load growth surges, tightening the wholesale power market. Expect higher price volatility and widening DART spreads as offshore 14GW+ hits.
The trading curve is shifting. 📉⚡️
go.woodmac.com/l/131501/202...
#PowerMarkets #GridIntel
Wind power: 7 things to look for in 2026 | Wood Mackenzie
The wind industry is on track for a record-breaking 2025, with global wind capacity additions expected to reach 170 GW for the year. Get our onshore and offshore wind experts’ analysis of the opportun...
go.woodmac.com
January 14, 2026 at 6:34 PM
2026: A wind crossroads. 🌬️
Onshore lags as AI load growth surges, tightening the wholesale power market. Expect higher price volatility and widening DART spreads as offshore 14GW+ hits.
The trading curve is shifting. 📉⚡️
go.woodmac.com/l/131501/202...
#PowerMarkets #GridIntel
Onshore lags as AI load growth surges, tightening the wholesale power market. Expect higher price volatility and widening DART spreads as offshore 14GW+ hits.
The trading curve is shifting. 📉⚡️
go.woodmac.com/l/131501/202...
#PowerMarkets #GridIntel
106GW added in '25: The vital buffer for AI load growth. 📈⚡️
As 1.5TW approaches, watch for DART spread compression & revenue cannibalization. Wholesale price volatility is being rewritten.
Details: www.woodmac.com/news/opinion...
#PowerMarkets #EnergyTrading
As 1.5TW approaches, watch for DART spread compression & revenue cannibalization. Wholesale price volatility is being rewritten.
Details: www.woodmac.com/news/opinion...
#PowerMarkets #EnergyTrading
Global energy storage market surpasses 100 GW annual installation milestone in 2025
Installations set to reach the total capacity of nearly 270 GW/630 GWh by 2034, as large-scale projects dominate record-breaking year
www.woodmac.com
January 14, 2026 at 6:31 PM
106GW added in '25: The vital buffer for AI load growth. 📈⚡️
As 1.5TW approaches, watch for DART spread compression & revenue cannibalization. Wholesale price volatility is being rewritten.
Details: www.woodmac.com/news/opinion...
#PowerMarkets #EnergyTrading
As 1.5TW approaches, watch for DART spread compression & revenue cannibalization. Wholesale price volatility is being rewritten.
Details: www.woodmac.com/news/opinion...
#PowerMarkets #EnergyTrading
Uniper lowers 2030 goal to 50% #lowcarbon power (from 80%) due to #hydrogen delays & market uncertainty. Big shift in Europe’s energy transition.
#HydrogenEconomy #EnergyTransition #PowerMarkets
fcw.sh/kGqv75
#HydrogenEconomy #EnergyTransition #PowerMarkets
fcw.sh/kGqv75
August 7, 2025 at 12:58 PM
Uniper lowers 2030 goal to 50% #lowcarbon power (from 80%) due to #hydrogen delays & market uncertainty. Big shift in Europe’s energy transition.
#HydrogenEconomy #EnergyTransition #PowerMarkets
fcw.sh/kGqv75
#HydrogenEconomy #EnergyTransition #PowerMarkets
fcw.sh/kGqv75
Curious what it takes to manage energy storage projects in one of the most dynamic #PowerMarkets? From planning an approach in the DA to RT based on evolving price forecasts and an asset’s SoC, there is a lot to balance.
Take a peak at a day-in-the-life of a #BESS operator in #ERCOT!
Take a peak at a day-in-the-life of a #BESS operator in #ERCOT!
ERCOT Overview
The Electric Reliability Council of Texas is a grid operator that manages the flow of electricity to about 90% of the state. ERCOT is the most lucrative market for storage assets today.
www.tyba.ai
February 4, 2025 at 5:46 AM
Curious what it takes to manage energy storage projects in one of the most dynamic #PowerMarkets? From planning an approach in the DA to RT based on evolving price forecasts and an asset’s SoC, there is a lot to balance.
Take a peak at a day-in-the-life of a #BESS operator in #ERCOT!
Take a peak at a day-in-the-life of a #BESS operator in #ERCOT!