2026 PJM Market Update

During NRG’s PJM Market Update, moderator Joe Wright and presenters Gina Jardot, Zane Kershner, and David Olszak discussed the market trends, supply and demand fundamentals, and regulatory policies shaping power and gas markets in the northern U.S going into 2026.

 

 

 

Energy costs can make or break your budget. With uncertainty in gas and power markets, planning ahead is essential. In our recent webinar, NRG experts broke down the fundamentals behind pricing to help business owners feel empowered to reduce risk, control costs, and improve flexibility.

Watch the webinar

 

Our experts reviewed:

 

  • Market drivers: a deep-dive into electricity and natural gas fundamentals across the northern U.S. (DE, IL, IN, KY, MD, MI, NJ, NC, OH, PA, TN, VA, WV, DC), including supply, demand, and weather, along with economic and geopolitical factors
 
  • Market pricing: an overview of historical forward pricing trends, market settlements, and price trend analyses that help pinpoint key market trends to monitor
 
  • Regulatory policy: including details around PJM’s December Base Residual Auction (BRA) results and how they will impact forward electricity costs, along with the latest on large load additions in PJM
 
  • Purchasing strategies: expert, tangible examples of energy purchasing plans for businesses that align with current market conditions and various risk tolerance levels

 

Key takeaways

Want more context? Download our comprehensive summary  of the discussion to keep all the in-depth details right at your fingertips.

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