11/02/2026
PJM's 2028/29 capacity auction cleared at its price cap, $325/MW-day, and still fell 6,831 MW short of the reliability requirement. Winter demand is the first real test of that tightness.
For NJ and NY businesses heading into heating season, the practical question is simple: what part of that tightness is already priced into your next renewal?
Three things worth checking this week:
• Contract expiration dates and notice deadlines for every meter
• Whether capacity costs are bundled or broken out in your supply rate
• Your demand trend heading into winter, since peaks set next year's capacity tag
Both signals can be true at once: cheap fuel, and a grid that costs more to keep reliable.
United Energy Consultants is independent with no supplier affiliations, and our review costs nothing out of pocket. Energy Tracker Pro keeps contracts, usage and budgets in one place so the comparison is real.
Read the full breakdown: https://uecnow.com/blog/cheap-gas-wont-save-your-bill-why-winter-2026-27-splits-fuel-prices-from-reliability-costs