Energy for today,
a plan for the future

On January 16th, 2026, heading into the MLK long weekend, the tone was that winter was basically done. Then the weather models flipped hard over the holiday. When everyone came back, traders and energy buyers had to reprice risk all at once.

Illinois has taken a major step toward reshaping its power market with the passage of the Clean and Reliable Grid Affordability Act (S.B. 25). The new legislation aims to expand energy storage, promote virtual power plants (VPPs), and encourage cleaner, more efficient energy systems, all while preparing for the state’s surging power demand, particularly from new data centers.

PJM’s 2027 2028 capacity auction cleared at the FERC cap of about $333.44 per MW day yet still missed reliability targets.