Yes Energy

09/03/2026

By the time a price spike shows up in your feed, the trade that mattered already happened.

Yes Energy pulls nodal prices, outages, constraints, and weather into one live view, so you can spot a shift, check it against the fundamentals, and act while the opportunity is still open.

Traders use it to move from signal to strategy in seconds, not the 30 minutes it takes to dig through spreadsheets.

Walk through the interactive demo: https://hubs.ly/Q04skttN0

08/21/2026

Two months into SPP's RTO Expansion, real-time prices in the new West BAA are more than twice as volatile as SPP East.

What's driving it:
→ SPP is now the first RTO running two reference buses on one clearing engine, so price separation shows up in the marginal energy component (MEC), not congestion
→ The West DC ties total only about 310 MW, so when they bind, each BAA has to serve its next MW of load on its own
→ That bottleneck shows up as a ramp premium — day-ahead uncertainty reserve up averaged $8.23/MW at HE 19-21 in the West
→ Real-time DC tie flows match the economic price signal only about a third of the time on Miles City, a gap real-time dispatchable transactions are meant to close
→ 71 new interface pricing nodes now govern imports and exports with the West, and day-ahead schedules are consistently underestimating real-time value on both the northern and southern routes

Rob Strange breaks down the market rules behind these signals and what to watch before Markets+ arrives in 2027.

Read the report here: https://hubs.ly/Q04tNpNN0

08/20/2026

Six months after ERCOT's RTC+B go-live, day-ahead prices are down 15.5% and real-time prices are down 11.6% compared to the same period a year earlier.

A few other things the first six months of data show:
→ Energy DART spreads shrank roughly 50%, and flipped negative at three of five hubs
→ Solar's share of generation rose about 5% and batteries about 1%, while coal, gas, and nuclear each slipped 1-2%
→ Virtual ancillary services (AS) participation climbed from about five qualified scheduling entities (QSEs) to roughly 18 offering daily
→ Zero virtual ECRS or RRS awards so far, despite plenty of offers

Senior Power Market Analyst Alex Sheldon digs into what changed, what the data actually says, and where the open questions are — including why non-spin is the one AS product that got more expensive.

If you trade or dispatch in ERCOT, check out this recap: https://hubs.ly/Q04tN9ty0

08/18/2026

Most siting models tell you where power is cheap today. They don't tell you where congestion will eat your returns in year three.

EnCompass simulates congestion, constraints, and curtailment across US ISOs, so you can see how a site will actually perform over time, not just where it sits on a map right now.

Asset developers use it to compare thousands of potential nodes and find the ones that stay profitable as the grid changes around them.

See it in the interactive demo: https://hubs.ly/Q04sklh60

08/17/2026

Price and carbon shouldn't tell two different stories about the same grid.

Most teams pull price forecasts from one model and emissions from another. Different assumptions, different dispatch logic, no guarantee they agree. GridSite's enhanced forecast produces LMP and LMER from the same fundamentally based model, so your financial and sustainability numbers are consistent by design, not by reconciliation.

One model. One set of assumptions. Price and emissions that actually match.

https://hubs.ly/Q04qytJg0

08/14/2026

📅 Six months into ERCOT's RTC+B overhaul, day-ahead prices are down 15.5% and real-time prices are down 11.6%, though the DART spread has flipped from positive to negative across most hubs.

Yes Energy's analysis of the first six months of RTC+B data breaks down what's driving it: co-optimization narrowing AS costs, solar and battery generation share climbing, and virtual AS participation growing from about five qualified scheduling entities (QSEs) at launch to nearly 18 today.

The data also flags where the market hasn't smoothed out yet: non-spin reserve pricing is still running higher than before RTC+B, and virtual traders have yet to land a single ECRS or RRS award.

Read the blog post: https://hubs.ly/Q04skGv60

08/13/2026

PJM in 2046 won’t look like PJM today.

Load is growing. The resource mix is shifting. Transmission is expanding. And the implications for long-term nodal prices could be significant.

Yes Energy’s Cliff Rose and McKenzie Fowler break down what’s changing, what our latest forecast is showing, and where the risks and opportunities could emerge.

▶️ The full webinar is now available on demand. https://hubs.ly/Q04sZ4zw0

08/13/2026

Every project a developer advances past initial screening represents real development spend: engineering, interconnection, financing, land work. Advance the wrong site, and that spend doesn't come back.

GridSite's nodal forecast helps you eliminate weaker opportunities earlier. With transparent assumptions and documented methodology your team can evaluate, explain, and defend.

See how the model works, node by node. https://hubs.ly/Q04qyppM0

08/12/2026

📊 $4.27 billion changed hands in FTR profit over the past year. 91% of it came from just two ISOs: PJM and MISO.

New analysis from Yes Energy's FTR Positions Dataset breaks down where the rest of the market fell — including a single month that generated nearly three times the profit of a typical month.

The full breakdown covers the top-performing participants, two very different strategies that got them there, and where FTR positions tend to lose money.

💻

PJM and MISO drove 91% of $4.27B in FTR profits from 2025–2026. See who won, why, and what congestion strategies separated top performers from the field.

08/11/2026

💡3 GW of data center load dropped off the Virginia grid in under five minutes last month. Lights flickered across Northern Virginia. The grid held.

That's one story in the August RTO Insider Energy Briefing, a free monthly roundup of the policy and regulatory news actually moving power markets.

This issue also covers PJM's capacity auction clearing 6.8 GW short of its reliability requirement for the second straight year, New York's new statewide data center moratorium, and FERC calling PJM's stakeholder process a "grave legitimacy crisis."

Get the free download: https://hubs.ly/Q04skDns0