market outlook

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North America

Data Centers’ Continued Momentum & Growing Impact

U.S. Power Sector Trends Overview

PJM Market Update

The Energy-Data Nexus: Powering AI Innovation in the U.S.

CAISO Market Update

ERCOT Market Update

MISO Market Update

NYISO Market Update

Asia-Pacific

Philippines Market Update

Singapore Market Update

Short Analyses

PJM 2026/27 Capacity Auction Analysis

New CCGT Cost Benchmarks Reshape Thermal Valuations

Power Sector Implications of 2024 Election Results

PJM 2025/26 Capacity Auction Analysis