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Energy Market Recap – Wrapping up August 2026 - Sunlight Energy Group

sunlightenedev — Tue, 08 Sep 2026 20:27:00 GMT

Energy Market Recap – Wrapping up July 2026 - Sunlight Energy Group

sunlightenedev — Fri, 31 Jul 2026 19:51:23 GMT

(July 31st 2026)

What Does PJM’s 2028/29 Capacity Auction Mean for Your Energy Costs? - Sunlight Energy Group

sunlightenedev — Wed, 22 Jul 2026 19:01:37 GMT

Every year, PJM, the grid operator serving 67+ million people across 13 states and Washington, D.C., runs a capacity auction. What clears in these auctions eventually shows up in your monthly electricity cost, usually as the capacity charge on your bill.

Energy Market Recap – Wrapping up June 2026 - Sunlight Energy Group

sunlightenedev — Tue, 30 Jun 2026 15:20:20 GMT

(June 30th 2026)

Energy Market Recap – Wrapping up May 2026 - Sunlight Energy Group

sunlightenedev — Mon, 01 Jun 2026 03:28:07 GMT

May brought continued mixed signals across U.S. natural gas markets, but with the first signs of a tentative price recovery. Prompt-month futures started the month around $2.66 per million British thermal units (MMBtu) and climbed steadily to roughly $3.10 by May 26, an increase of about 16% from the early-month low. Despite the rebound, Henry Hub spot prices remained generally below $3/MMBtu, a level the market hasn’t sustainably broken above since mid-March, and nearly 62% lower than the near-term high set on January 28. Strong domestic production resilience, storage injections continuing to outpace seasonal norms, and mild shoulder-season demand kept the U.S. market well-supplied throughout most of May. Globally, the Strait of Hormuz disruption entered its third month with no clear path to de-escalation, continuing to limit international LNG supply and supporting strong export demand for U.S. gas. In short, the U.S. market exited May well-supplied but firming, while global supply risks continued to underpin international prices.

Energy Market Recap – Wrapping up April 2026 - Sunlight Energy Group

sunlightenedev — Mon, 04 May 2026 00:32:46 GMT

April brought mixed signals across U.S. natural gas markets. Prices moved lower, with prompt-month futures falling from about $3.02 to $2.77 per million British thermal units (MMBtu) over the course of the month, briefly touching an 18-month low near $2.63 mid-month. Strong domestic production averaging around 108 Bcf/day, healthy storage levels sitting roughly 8% above seasonal norms, and mild spring weather kept the U.S. market well-supplied and pressured prices lower throughout April. At the same time, global LNG markets remained tight as ongoing disruptions in the Strait of Hormuz continued to limit international supply, supporting strong export demand for U.S. gas. In short, the U.S. market exited April well-supplied and softer, while global supply risks continued to underpin international prices.

Energy Market Recap – Wrapping up March 2026 - Sunlight Energy Group

sunlightenedev — Tue, 31 Mar 2026 17:53:09 GMT

March brought mixed energy market signals. Global liquefied natural gas (LNG) prices rose as conflict involving Iran and supply outages in Qatar and Australia increased concern about near-term global supply. However, U.S. natural gas prices moved lower, with April gas falling from $3.02 to $2.89 per million British thermal units (MMBtu) between March 16 and March 23. Strong U.S. production, milder weather, and healthy storage levels helped keep domestic market conditions softer heading into spring. In short, global supply risks supported international gas prices, while the U.S. market remained relatively well supplied.

Energy Market Recap – Wrapping up February 2026 - Sunlight Energy Group

sunlightenedev — Sun, 01 Mar 2026 02:47:37 GMT

Natural gas markets softened through late February as strong supply fundamentals ultimately outweighed late-season winter risks. Although Winter Storm Fern in January drove significant volatility, triggering freeze-offs, large storage withdrawals, and pushing Henry Hub spot prices sharply higher, the market largely digested those impacts by February. The prompt March contract fell from $3.14/MMBtu on February 9 to $2.99/MMBtu by February 23 despite a major Winter storm Fern, highlighting the market’s growing focus on structural oversupply rather than episodic weather events.

PJM Capacity Tightness Is Structural — Not Temporary - Sunlight Energy Group

sunlightenedev — Mon, 09 Feb 2026 20:59:27 GMT

PJM Interconnection recently completed its capacity auction for the 2027/2028 delivery year, and the results confirm a fundamental shift in the regional power market. Capacity prices remain at record levels, reliability margins are tightening, and rapid electricity demand growth driven overwhelmingly by data centers is reshaping supply and demand dynamics across the PJM footprint.

Energy Market Recap – Wrapping up January 2026 - Sunlight Energy Group

sunlightenedev — Fri, 30 Jan 2026 22:03:30 GMT

As of late January 2026, forward power and natural gas markets continued to reflect a complex mix of bullish and bearish forces. NYMEX natural gas futures drifted lower across near-term strips, weighed down by record production and mild weather. However, volatility persisted as demand spikes surfaced during cold snaps. In PJM, the recently concluded 2027/28 capacity auction sent a shockwave through the market, clearing at $165.86/MW-day—down significantly from last year’s $233.59/MW-day—indicating reduced reliability premiums amid surging generation development. Market participants remain focused on 2026-2027 hedging strategies as price dips create windows of opportunity to secure competitive fixed positions.