Q2 2026 Regional Market Outlook – ERCOT
- Posted By: Zach Reynolds
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March 10, 2026 US-Iran Conflict Sends Shockwaves Through Global Energy Markets Oil, LNG, and refined products surge as supply disruptions ripple across global energy systems The escalation of the US-Iran conflict has introduced a level of volatility across global energy markets not seen in several years. The primary driver has been the tightening of crude […]
Recent geopolitical tensions are tightening global energy supply and creating increased price volatility across energy markets. In our latest Market Monitor, we examine how the escalating U.S.–Iran conflict is affecting global energy flows and what it could mean for U.S. energy prices.
Ancillary services, critical functions that keep the electric grid stable, became more volatile and costly in 2025 following ISO-NE’s Day-Ahead Ancillary Services Initiative (DASI), which shifted procurement closer to real time. While this improves alignment with system needs, it also increases customer exposure during extreme weather, tight supply conditions, and other system stress events. We cover […]
February 9, 2026 ISO-NE Ancillary Service Costs Continue to Rise: DASI Explained Ancillary service costs in ISO New England began increasing in 2025 following the implementation of the Day-Ahead Ancillary Services Initiative (DASI), a major redesign of how ISO-NE procures essential grid reliability services. Ancillary services are the support functions required to keep the electric […]
December 18, 2025 PJM Capacity Auction Locks in Another Year of High Costs The PJM Capacity results are have been published for 2027/2028, and capacity costs across the RTO will remain strong for another year. While prices have only increased by 1.3% as compared to 2026/2027, they once again cleared at the artificial ceiling set […]
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