Publications

Geopolitics, Harsh Winters, and Limited NECEC Impact Drive New England Basic Service Rates Dramatically Higher

2H 2026 Basic Service Rates rise 14% from year-ago levels; 1H 2027 rates expected to increase another 12% year over year

MRP Monthly Review August 2026: Moderate Prices with End of Summer

Ontario’s wholesale market in August posted lower prices across all zones in the day-ahead market compared to real-time. Similar to previous months, the Northwest zone showed the lowest prices, while the Ottawa zone showed the highest prices.

What is happening to Solar M&A Post-OBBBA?‍

For much of the past year, a large number of distributed generation (DG) platforms and portfolios were on the market, but relatively few transactions closed. That changed in July and August, when a wave of deals was completed, including several significant transactions.

How Ontario and PJM Are Responding to Data Centre Growth

On August 13, 2026, Ontario and PJM each released a proposals responding to rapid data centre growth. The timing was coincidental; the policy contrast is not. Both are trying to protect reliability and existing customers, but they are using different regulatory levers.

Summary Of Ontario’s Economic And Strategic Assessment Framework For New Data Centres

On August 13, 2026, the Ontario government released its proposed Economic and Strategic Assessment Framework for New Data Centres and its draft Data Centre Playbook (Playbook), for comment.

New and Improved Churchill Falls PPA and Other Developments in Newfoundland and Labrador

On Monday, Newfoundland and Labrador Hydro and Hydro Québec announced a new long-term deal for supply from the Churchill Falls hydro generating station and a path forward for a number of new developments along the Churchill River.

New England Class 1 REC Update – The Market Extends Its Streak Near the ACP

The New England REC market is an important economic driver of renewable energy projects in the region. It is a market that can fluctuate significantly in price, because the ceiling price is $40/REC and the floor price is set by the voluntary market, which is currently trading at a meager $2-3/REC.

Market Surveillance Panel (MSP) report on Locational Marginal Prices (LMPs)

Earlier this month the Ontario Energy Board’s (OEB) Market Surveillance Panel (MSP) released its first detailed report on prices in the renewed IESO-Administered Market (“renewed market”).

MRP Monthly Review July 2026: Wholesale Market Saw Highest Peak Demand to Date

Ontario demand hit its highest level since 2007 – reaching 25,646 MW on July 14, HE 17. This summer’s peak demand was also 784 MWs higher than the peak demand in 2025. ‍

What Data Centre Developers Need to Know About Siting, Grid Connection, and Electricity Supply in Ca