ESAI Power

ESAI Power is attending the Infocast Solar + Wind Finance & Investment Summit, from March 17-19th. Our COO, Tom Bausemer, is looking forward to connecting with IPPs, Private Equity Investors, Generation Owners, Lenders, and financing partners. Do you want to meet up with Tom in Phoenix? Schedule a time: https://buff.ly/b7SmFfo #powermarkets #projectfinance #solar #wind

See the upcoming #MISO #CapacityAuction Calendar. MISO’s annual Planning Resource Auction (PRA) demonstrates sufficient resources and allows market participants to sell capacity, via an auction, to other market participants who may expect a shortfall. MISO sets the capacity requirements in its region for each season of the June 1 to May 31 time period. MISO bases the region’s energy needs, including a planning reserve margin, on multiple studies including members’ demand forecasts for peak use. It determines the reserve margin from the annual Loss of Load Expectation study. MISO accepts auction offers the last four business days of March, applies constraints calculators, then approves or rejects the transactions within the first 20 business days of April.

Renewables Watch is ESAI Power’s report on #cleanenergy and #renewables, delivering in-depth analysis of regulatory and market trends across solar, wind, hydro, and storage in the Eastern U.S. It includes Class I REC price outlooks through 2031 for ISO-NE & PJM and supply-demand forecasts for NYISO. With a decade-long view, Renewables Watch provides key insights into market dynamics shaping #renewableenergy.

We are uniquely qualified to provide #consulting services to support #powergeneration asset market studies in the power markets. We have deep expertise in forecasting prices, modeling power generation assets, conducting buy-side M&A valuations, and monitoring market and regulatory issues. Our #energymodels are always kept up to date for our Capacity, Energy and RECs market forecasts published to our Investor client base. Our forecasts on capacity, power, gas, emissions & REC prices are constantly updated for PJM, NYISO & ISO-NE. We have conducted extensive valuation work with assets of all different fuel types across these pools. Additionally, ESAI regularly follows market and regulatory/policy issues. Learn more:

ESAI Power is attending the Infocast Solar + Wind Finance & Investment Summit in March 17-19th. Our COO, Tom Bausemer, is looking forward to connecting with IPPs, Private Equity Investors, Generation Owners, Lenders, and financing partners. Do you want to meet up in Phoenix? Reach out at [email protected] to schedule a time. https://lnkd.in/ea_cWu2t #powermarkets #projectfinance #solar #wind

ESAI Power publishes Energy Watch to help investors, generation owners, developers, utilities, regulators, and #energy buyers understand the micro/macro trends that impact energy prices. ESAI produces 10-year power price forecasts for major price hubs and zones for the ISO-NE, NYISO and PJM power markets using security-constrained dispatch modeling. Energy Watch delivers key benefits for our subscribers. ? Gas price forecasts and market commentary. ? Basis forecasts for most Northeast delivered gas pricing points, including Tetco M3, Transco Zone 6 New York, and Algonquin City Gate. ? Track pipeline and gas infrastructure projects and analyze changes in pipeline system constraints that can impact regional basis spreads. https://buff.ly/4OM6cf9

ESAI Power provides transparent, data-driven insights for investment bankers into the #wholesalepower markets, offering direct access to experts in capacity, #renewables, power, #naturalgas, environmental markets, and transmission. Our objective forecasts and analysis help you manage your portfolio, identify new opportunities, and confidently advise clients. With unbiased, fundamental power market forecasts and expert analysis, ESAI helps you navigate your deal pipeline, balance risk and ROI, and assess portfolio valuations. Our long-term forecasts for Capacity, Power, Natural Gas, RECs, and Carbon are widely used by investors and generation owners, making ESAI a trusted resource for buy-side M&A decisions and investment strategies.

ESAI Power consistently monitors and analyzes #capacity markets across #NYISO, #ISONE, #PJM, and #MISO. Our capacity market projections provide in-depth assessments of key market drivers, including load forecasts, demand curve parameters, new capacity additions, retirements, and transmission constraints—factors that directly influence locational delivery and pricing. Our Capacity Watch publication provides analysis of capacity markets and policy issues that impact capacity price outcomes over a 10-year forecast horizon. Learn more: https://buff.ly/1TD8b1c Capacity Watch: https://buff.ly/r2uyMen

Our Benchmark Energy Research provides fundamental-based outlooks for #powermarket investors, lenders, generation owners, and #energy traders to make better investment decisions. Subscribers receive market updates on important market events such as Capacity Auctions and important new renewables legislation, plus complete PJM Interconnection, NYISO, and ISO New England Inc. long-term price forecasts for Capacity, Energy, Carbon, and RECs. Midcontinent Independent System Operator (MISO) coverage is focused on Capacity only. Investors leverage ESAI Power’s market insights to: ? Make critical investment decisions. ? Conduct effective energy asset revenue & margin analysis to inform financial decisions. ? Validate Asset Valuation Models and Projections. ? Stay up to date with unbiased near-term and long-term price forecasting. ? Understand and manage market and regulatory risks. ? Test analytical models and compare them to industry-standard Capacity, Carbon, RECs, ? Energy & NatGas price forecast benchmarks. Learn more:

ESAI Power’s latest Energy Watch briefing provides subscribers with a full update PJM’s 2025 Load Report. Relative to PJM’s 2024 Load Forecast, the forecasts for Peak Load and Net Energy in PJM RTO are higher for all forecast years. ESAI’s latest Energy Watch briefing includes analysis of: PJM RTO Peak Load Forecast 2025 Key Assumptions PJM RTO Net Energy Forecast changes relative to the 2024 report 2025 BTM Battery Storage Capacity Addition Assumptions Transmission Solutions for Data Center Demand Growth. Peak Load and Net Energy Forecasts by Zone – including MAAC, EMAAC, SWMAAC, Dominion, Western PJM, and Comed