Research

MISO 2046 load forecast: Data centers drive a 63% rise in demand

Market updates

8 min

MISO 2046 load forecast: Data centers drive a 63% rise in demand

MISO projects annual energy demand rising 63% by 2046, from 678 TWh to 1,104 TWh. Data centers and manufacturing drive more than 70% of the increase, but their flat demand profiles reshape the BESS opportunity toward capacity and scarcity value.

16 Apr 2026

How to apply for transmission grid connection under Germany's new Reifegradverfahren

Policy Update

11 min

How to apply for transmission grid connection under Germany's new Reifegradverfahren

Germany's battery boom and an intransparent first come, first served grid procedure have inflated the interconnection queue. Now, the TSOs have introduced tender-like rounds that show where capacity is available - and grade the incoming applications against strict standards. Not the first project wins, but the one that is most likely to be realised.

09 Apr 2026

PJM in March 2026: Revenues eased from February's peak as winter gave way to maintenance season

Revenue Benchmark

8 min

PJM in March 2026: Revenues eased from February's peak as winter gave way to maintenance season

Real time TB4 spreads averaged $341/MW-day in March 2026, 70% above last year, as spring outages and a late-winter storm drove sharp price volatility across PJM.

07 Apr 2026

Market Outlook

14 min

ERCOT Market Outlook Report - Q1 2026

Modo Energy's Q1 2026 ERCOT forecast. Peak demand reaches 129 GW by 2040. TB2 spreads peak at $136k/MW-year in 2033. ATC prices hit $128/MWh.

02 Apr 2026

More research

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