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Research

The Capacity Crunch: PJM’s auction clears at the cap again

02 Jan 2026

PJM's 2027/2028 capacity auction cleared at the cap. This was the second consecutive auction to expose a growing imbalance between generation and forecasted load.

NYISO: The current landscape of BESS permitting

18 Dec 2025

Permitting occurs when an Authority Having Jurisdiction (AHJ) determines that a project is safe to build, safe to operate, and poses no undue risk to the surrounding environment. In New York, however, permitting has become a structural constraint on the construction of grid-scale storage.

PJM’s new interconnection process: results from the first Transition Cycle

Battery Buildout

26 Nov 2025

On November 20th, PJM finalized new interconnection agreements and completed the first Transition Cycle of the reformed interconnection process.

NYISO: Where Strike Prices in the first ISC solicitation will land

Market Analysis

10 Nov 2025

Strike Prices will determine who NYSERDA selects for the ISC program and how much revenue projects will earn once operational. Strike prices will be based on the Cost of New Entry and predicted performance relative to the Reference Price.

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