Can you believe we’re already in Q2? They say April showers bring May flowers, and we’re building plenty of momentum here at Atlantic as we prepare for a full bloom. We’re excited to share a few highlights this month as we kick off the second quarter. From our PJM Residential Platform relaunch and some coming soon Commercial announcements, to gearing up for EMC and celebrating the success of our first Winter Power Play promotion. Thank you for being a part of it all! |
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ERCOT enters April in a shoulder-season transition with near-term pricing expected to soften as natural gas markets come under pressure from strong domestic production, mild weather, and improving storage expectations. With prompt gas falling below recent levels, power prices are seeing some relief as marginal generation costs decline and demand remains subdued. However, this near-term weakness appears temporary. Broader market fundamentals—including sustained load growth, expanding LNG exports, and tightening reserve margins—continue to support longer-dated pricing. Additionally, while global geopolitical risks have taken a backseat to domestic fundamentals in the prompt, they remain a key driver of volatility and upside risk further out the curve. As a result, ERCOT remains exposed to asymmetric summer pricing risk despite near-term softness. |
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PJM is entering the shoulder season with softer near-term pricing as declining heating demand and limited early cooling load coincide with weakening natural gas prices. Strong domestic gas production, mild weather, and comfortable storage expectations are pressuring prompt gas, translating into a more favorable near-term power pricing environment. PJM’s extensive transmission ties with neighboring regions provide an added layer of short-term stability by allowing for imports during tighter conditions, helping to moderate price volatility relative to more isolated markets. However, longer-term fundamentals remain constructive. Persistent delays in the generation interconnection queue continue to slow new supply additions, while rising capacity costs and steady demand growth reinforce upward pressure on forward pricing. Additionally, while geopolitical risk has had less influence on prompt gas pricing, it remains a key source of uncertainty and potential upside further out the curve, particularly as the market begins to position for summer. |
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COMING SOON FOR COMMERCIAL
Atlantic Energy Expands Product Offerings Across Key Markets
Atlantic Energy is pleased to announce the expansion of our energy product portfolio to better support our commercial customers across PJM.
New Natural Gas Products
We are now offering natural gas supply products to commercial customers in the following states: Ohio, Pennsylvania, and Maryland.
Expanded Electricity Offerings with Pass‑Through Options
Atlantic Energy is also introducing electricity products with capacity and/or transmission pass‑through options in these markets:
- Ohio – Capacity pass‑through only
- Pennsylvania – Capacity and transmission pass‑through
- Illinois – Capacity and transmission pass‑through
- Maryland – Capacity and transmission pass‑through
- New Jersey – Capacity and transmission pass‑through
- Delaware – Capacity and transmission pass‑through
These additions provide customers with greater pricing transparency and flexibility, allowing energy strategies to better align with market conditions and business objectives. |
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PJM RESIDENTIAL PLATFORM RELAUNCH
We recently relaunched our residential platform and offerings in PJM—delivering an enhanced customer experience and a full suite of products. We now offer electricity and natural gas across multiple PJM territories for residential customers, making it easier than ever to meet growing demand. |
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EMC IN HOUSTON - APRIL 20-21
The Energy Marketing Conference is right around the corner, and we’d love to connect with you there! If you’re attending, let us know so we can set up some time to meet. Be sure to check out Atlantic Energy on stage as well. Our CEO, Rob Cantrell, will be hosting a panel titled "Whose Customer is it? Brokers and Suppliers," and Sugi Devarajan, Director of Business Insights, is sharing her thoughts during her panel “From Kilowatts to Clicks: How the Next Generation Is Redefining Energy Engagement.” We hope to see you there!
Last month, ahead of EMC, Rob Cantrell joined host Jack Doueck for a thoughtful conversation sharing hard-earned insights on scaling, M&A strategy, and leadership in a competitive energy market. It was a must-listen episode on The Energy Insider Podcast for anyone driving growth in retail energy. Click here to listen! |
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WINTER POWER PLAY - CONGRATULATIONS!
Thank you to everyone who participated in our Winter Power Play! We appreciate the strong engagement and competitive spirit throughout the promotion. Congratulations to all of our weekly and monthly winners, as well as those who earned cash bonuses. We’re proud to recognize your hard work and success. We look forward to continuing our partnership and building on this momentum together. |
PJM Price Surge Despite Energy Boom
Pennsylvania is producing record levels of natural gas and exporting more electricity than any other state—yet customers are seeing sharply higher power bills. Prices have risen as much as 25% in Pittsburgh and even higher in other regions. The issue isn’t supply alone—it’s infrastructure constraints, grid bottlenecks, and demand growth across PJM, the largest U.S. power market. Experts say more pipelines, storage, and generation are needed, but meaningful relief may take years as new capacity won’t arrive until the next decade. This highlights a growing mismatch between production and deliverability in deregulated markets. Axios |
Texas Prices Hold Steady—but Relief Is Limited
Texas’ deregulated electricity market is expected to see prices remain elevated through 2026, averaging 14–19¢/kWh for residential customers. While competition keeps rates below national averages, structural drivers like natural gas prices, grid demand, and transmission costs continue to pressure bills. Short-term price drops are unlikely, reinforcing the importance of contract timing and supplier strategy in competitive markets. Electricity Plans |
Massive Capital Flow Into Texas Power for AI Data Centers
New reporting shows billions in new investment flowing into Texas generation specifically to serve AI/data center demand. One international power developer alone is committing ~$1.5B into Texas energy assets tied to this growth. At the same time, companies like Google are reportedly planning to pair data centers with dedicated natural gas generation, rather than rely fully on ERCOT. The key shift: large-load customers are no longer just buyers—they’re becoming co-developers of generation. This reinforces a major trend: ERCOT demand growth is no longer speculative—it’s being financed in real time. Hoodline Dallas |
Scott Levy - Commercial Director
Scott Levy joined AE as Director of Commercial Sales in July 2025, bringing more than 15 years of experience in commercial energy sales. He is recognized for his commitment to delivering exceptional customer service and providing brokers with responsive, reliable support.
Scott has been married to his wife, Wendy, for 22 years, and together they have two daughters. In his free time, he enjoys traveling and is a passionate sports fan, closely following the Texas Longhorns and Houston’s professional teams. |
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