Publications

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

MRP Monthly Review June 2026: New Storage Online and Lower OR prices

In June, Ontario’s wholesale market experienced higher prices across all zones in real-time compared to day-ahead – with the exception of the Northwest zone.

IESO’s June 2026 Reliability Outlook

On June 18, 2026, the IESO released its latest Reliability Outlook (“Q2 2026 Reliability Outlook Seasonal Update”) forecasting inadequate supply in April 2027 (two consecutive weeks) under “expected” weather conditions.

Pennsylvania Net Metering: A Favorable Value Stack Emerges Following PPL Approved Settlement and FirstEnergy Filing

After a winter hibernation in which Pennsylvania solar net metering developers hunkered down and awaited developments on a number of fronts, spring has yielded some market clarity in how net metering projects will likely be treated moving forward.