October was one for the books at Atlantic Energy! From connecting at industry conferences to strengthening our teams and celebrating our progress, it’s been a month full of momentum and collaboration. As we wrap up the year and look ahead to 2026, we’re proud of how far we’ve come—and excited for what’s next! |
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ERCOT - We expect November ERCOT pricing to remain range-bound most of the time, but with heightened spike risk tied to evening ramps. Solar additions have structurally pushed midday prices down, while sunset ramps are getting steeper every month — that’s where volatility lives now. Wind variability also becomes more pronounced heading into winter, so days with simultaneously low wind + fast ramps can flip into sudden high-price hours. Gas remains the marginal fuel for many evening hours, meaning short-run gas price bumps will quickly reflect in real-time prices. Overall: mid-$30s/MWh midday, $50–$80/MWh typical evening peaks, with occasional >$100/MWh spikes if a cold front hits at the wrong time. |
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PJM - November's story is driven less by renewable ramps and more by weather uncertainty and generator availability during shoulder-season maintenance. With a lot of units cycling in and out, even modest cold snaps can tighten supply and push up on-peak prices quickly. Gas continues to be the key price maker in many areas, so winter fuel volatility carries through to power. Transmission congestion — especially in data-center heavy pockets in the Mid-Atlantic — is showing up more consistently in day-ahead spreads, meaning location matters more than usual. We expect a slight upward bias to forwards as winter risk gets priced in.
Emerging forecasts (as shown on the map below) indicate the arrival of the first Arctic airmass of the season next week, shifting expectations for seasonal heating demand. This change in fundamentals contributed to a $0.32/MMBtu increase in the prompt month natural gas contract on Monday as markets adjusted to tighter anticipated supply-demand balances. |
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It’s conference season! The Atlantic Energy team has been on the move — from connecting with industry leaders at the Energy Marketing Conference in Washington, D.C., to wrapping up a successful week at TEPA in Austin, Texas. These events are always a great opportunity to collaborate, share insights, and stay ahead of the latest trends shaping the energy market.
At EMC, Atlantic Energy hosted the panel - “Fueling the Future: Why Gen Z & Millennials Should Care About Competitive Energy—and Lead It." It was inspiring and fun to see such an engaged audience and to hear fresh, forward-thinking perspectives on how the next generations are shaping the future of energy — not just as consumers, but as advocates and leaders. Click here to see! |
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The holiday season is here, and we’re thrilled to announce that AE Texas is proudly sponsoring the North Pole Express in Grapevine, Texas! We've partnered with Great Wolf Lodge to help bring the magic of the holidays to life for families. This beloved annual tradition transforms Grapevine into a true winter wonderland, filled with lights, laughter, and the joyful spirit of the season.
There’s nothing quite like the North Pole Express train ride — a magical journey where families can sip hot cocoa, sing along to holiday tunes, and watch the sparkle of excitement in every child’s eye as the train makes its way to the North Pole. We’re honored to help create these unforgettable moments of joy and wonder that bring families closer together. At AE Texas, we’re proud to power more than homes and businesses — we’re helping power the spirit of the holidays. |
Exelon Corporation seeks to reverse decades of deregulation in Maryland
Exelon, which owns three electric utilities in Maryland, plans to push for legislative approval to build and operate a power generation plant in the state next year—marking a reversal of more than 26 years of policy that separated transmission/distribution utilities from generation. Maryland Matters+1 If successful, ratepayers could bear generation cost recovery via regulated utility constructs rather than open competitive markets. Critics argue this undermines the competitive model that deregulation sought to embed and could raise costs, reduce innovation, and lock in less efficient assets. |
AI driven electricity demand creates a global gas turbine supply crunch
Surging demand for electricity—especially from data centers and AI workloads—is placing unprecedented strain on natural gas fired power plants and their critical hardware. Orders for large gas turbines now vastly exceed supply, causing delays, cost inflation and risk of capacity shortfalls. Bloomberg+1 Since only a few manufacturers dominate global supply, this bottleneck could hinder the ability of deregulated markets to add capacity quickly, raise price risks, and challenge the reliability of dispatchable generation in competitive markets. |
Texas grid increasingly meeting rising demand with renewables in a deregulated system In the Electric Reliability Council of Texas (ERCOT) region – a near fully deregulated market – solar and wind met nearly 40 percent of electricity demand during the first nine months of 2025. Inside Climate News This shows how competitive markets in deregulated states can drive rapid renewable deployment, but also underline the infrastructure and flexibility needs (such as storage, transmission upgrades) that accompany it in a high-growth environment. |
Sugitha Devarajan - Director of business insights
With over 9 years of experience in the retail energy sector, Sugi has worked extensively across both residential and commercial sales channels. In her current role, she manages all reporting needs for broker sales, ensuring alignment between Atlantic’s business strategies, data insights, and organizational goals. Her expertise spans all 19 deregulated markets in the U.S., covering approximately 100 utilities.
Sugi brings a strong background in digital marketing and marketing analytics, leveraging data to recommend process improvements and drive business efficiency. Collaborating cross-functionally, she implements data-driven solutions that enhance performance and support strategic objectives.
Outside of work, she enjoys baking and has a passion for home décor. |
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Ella Barth - Sales Analyst
A Kansas City native, Ella Barth joined Atlantic Energy this past June as part of the sales team in Houston. As a recent graduate from the University of Arkansas, Ella discovered her passion for sales through her marketing coursework and internship experiences during her time in college. At Atlantic, she enjoys building relationships, meeting new people, and learning about the energy industry. She’s excited to contribute to the team and looks forward to all that’s ahead. Outside of work, she loves traveling to visit friends, listening to Taylor Swift, trying new recipes, and Facetiming with her dogs at home as much as she can! |
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