Market updates07 Nov 2025The first phase of PJM’s Regulation market overhaul went live in October 2025, bringing short-term upside as prices surged and volatility picked up - but long-term returns will depend on how quickly the market adapts.
Market updates22 Oct 2025Modo Energy’s 2025 Q3 PJM Livestream explored key trends in the battery energy storage market, covering buildout and revenue opportunities across capacity, energy, and ancillary markets. Read the key takeaways here.
Market Analysis03 Oct 2025PJM says peak demand will soar to 210 GW by 2035, fueled by data centers. But supply chain and permitting delays mean real growth will likely land closer to 177-185 GW.
Policy Update05 Sep 2025Data centers now drive nearly all of PJM’s demand growth. A new Non-Capacity-Backed-Load class could reshape how >50 MW projects interconnect.
