Power Tracker: US Markets Tightening Into Summer

The report highlights a regional divergence in US power markets, with PJM tightening significantly due to data center demand, while ERCOT experiences softening. Government efforts to bolster coal power are expected to provide only marginal relief to overall market tightness through 2028.

Key Takeaways

• 1.Regional power market divergence: PJM is tightening due to data center demand outpacing supply, whereas ERCOT is experiencing a softening phase.
• 2.Federal support for coal power, including $700 million in funding to delay retirements, is expected to have only a marginal impact on power market tightness through 2028.

Table of Contents

• Featured Charts
• Prices
• Market Tightness
• Aggregate Power Demand
• Data Center Power Demand
• Generation and Stack
• Generation by Fuels
• Disclosure Appendix

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial