Opinion
Opinion
5 min read
Opinion: LaCerte Has PJM's Diagnosis Right. The Treatment Won't Arrive Before 2027.
PJM's most recent base residual auction hit its administrative price cap and still came up 7 gigawatts short of the grid's reliability target. Only around 500 megawatts of new generation showed up to …
Opinion
4 min read
Opinion: Brussels Surrenders Yamal Leverage While Washington's Fertilizer Shortcut Sits Idle
The Henry Hub closed Friday at $2.87. TTF settled at $63.76. That 22-to-1 spread is the foundation of every argument that US LNG can wean European farmers off Russian nitrogen. It is also a trap. US g…