In September, we focused on building stronger connections with each other and our community. We proudly sponsored an elementary school's first color run in Ohio, honored our local fire station on 9/11 in Texas, and wrapped up the month with an after-work gathering full of laughter. |
ERCOT - October is typically a shoulder month, but demand growth from data centers and industrials is keeping the system tight. Renewables and storage continue to expand, though gas units remain critical during low solar and wind output. Transmission constraints, fall maintenance outages, and local load pockets are likely to drive nodal spread risk, while lingering heat or early cold could spark price volatility. We expect generally moderate prices with upside risk tied to outages or renewable underperformance. |
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PJM - October brings the start of PJM’s new single-signal regulation market, which could create some price volatility as participants adapt. Energy prices remain elevated compared to last year, with higher fuel costs, congestion, and planned fall outages all adding pressure. Capacity continues to act as a structural headwind following the sharp increase in the latest auction, and PJM is now exploring a sub-annual capacity auction design to better reflect seasonal reliability risks — a change that would reshape how costs are allocated in future years. With data center growth adding load uncertainty, we see October shaping up as a month of firm but choppy pricing, with outages, congestion, and market design dynamics all in play. |
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We are proudly sponsoring the Houston Running Co! HRC hosts over 30 events annually throughout South Texas, offering 5K, 10K, Half, and Full Marathons. Their four unique race series offer fun themes and a welcoming atmosphere for runners of all levels.
Check out our latest Facebook Reel to see the Summer Series highlights! If you would like to participate in a race, reach out to your sales team to find out more information! Here is a link to Houston Running Company to find upcoming races in your area! |
U.S. Governors Push for More Control Over PJM Grid Amid Soaring Power Cost
Governors from over 25% of U.S. states are banding together to demand more decision-making power over PJM Interconnection, the largest regional grid in the country. Rising demand—especially from AI data centers—combined with transmission constraints has driven electricity prices sharply upward. Governors hope a new “PJM Governors’ Collaborative” will push reforms: more state input into capacity pricing, faster grid interconnections, and greater pricing transparency. The move signals political pressure at the state level to reshape how deregulated power markets balance supply, demand, and cost. Reuters |
U.S. LNG Industry Risks Oversupply by 2026 While Domestic Gas Prices Rise
The U.S. LNG export sector, having vastly expanded, faces a potential oversupply situation by 2026—global capacity is projected to grow ~60% by then, half of it from the U.S. Excess supply may depress international LNG prices just as domestic demand and infrastructure strain drives U.S. gas costs higher. This tension creates a two-front challenge: protect margins in export markets while managing affordability and reliability for domestic power generation, industrial use, and consumers. Reuters |
Texas gives ERCOT authority to curtail very large users during emergencies (SB6 effects)
Texas’ recent law (SB6) expands ERCOT’s authority to require large, non-critical loads—data centers, crypto mining, and other >threshold MW users—to shed load or run backup power during grid emergencies. The move aims to protect residential and critical services during extreme events; it also forces large new entrants to meet readiness and interconnection conditions. Industry sees this as a major deregulated-market intervention to safeguard reliability, and it has implications for project planning, procurement, and how big loads negotiate interconnection and resilience. Utility Dive+1 |
Clementine Berranger - Director of Portfolio Management
Clementine turns the complexities of wholesale and retail energy markets into clear, actionable insights for the sales team, allowing them to guide brokers and clients effectively. Focused on PJM and ERCOT, she tracks pricing trends, supply fundamentals, and regulatory updates to support informed decision-making across the organization. Outside of work, she enjoys sports, fly fishing, and going on adventures in the Wasatch Mountains with her dog, Brisket. |
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Emily Pittman - Marketing Manager
Emily is about to celebrate her first year at Atlantic Energy next week. During this time, she has loved learning from her team and connecting with industry peers at energy conferences. She brings a fresh perspective to Atlantic Energy and finds new opportunities for growth, connection, and showcasing the company’s story.
A former college cheerleader, Emily carries that same spirit into her career, encouraging her colleagues and fostering positivity at work. Outside of the office, she is a proud mom of four (three boys and one girl) who keep her busy on weekends cheering at baseball, soccer, football, and Woodlands Elite cheerleading events. She enjoys spending time with family and friends, playing Mahjong, and never turns down good Tex-Mex. |
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