As we head into May, we’re excited to share some big updates and opportunities with all of you. Be sure to read on for details about our new MAY MONEYBALL commercial incentive. It’s designed to reward brokers in a big way, and you won’t want to miss it. We’re also thrilled to welcome several new members to our commercial sales team! If you’ll be attending TEPA in Ohio this month, let us know - we’d love to connect with you while we’re there. And with Mother’s Day around the corner, we want to take a moment to recognize and celebrate all the incredible mothers that we work with and on our team. Here’s to a strong and successful month ahead! |
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ERCOT: May 2026 sits in a deceptively calm shoulder period while underlying fundamentals continue to tighten. Load growth remains exceptionally strong, driven by data centers and industrial expansion, while the generation mix is shifting toward higher penetrations of solar and wind, increasing intraday price volatility. Although mild spring weather and improving renewable output are keeping real-time prices relatively soft in the near term, this masks a system with thin reserve margins and growing dependence on weather-sensitive resources. The market is increasingly characterized by low average prices punctuated by sharp scarcity events, especially under conditions of low wind and early-season heat. Heading into summer, ERCOT remains structurally bullish with significant upside risk, as demand growth is outpacing firm capacity additions and reinforcing the potential for extreme price spikes. |
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PJM: May 2026 highlights a market where well-understood capacity tightness is beginning to translate more visibly into energy market behavior and operational risk. While load growth remains moderate, the combination of generator retirements, slow interconnection timelines, and transmission constraints is reducing system flexibility, particularly during peak and shoulder net-load ramps. This is starting to firm up on-peak energy pricing and increase the frequency of tighter reserve conditions, especially during lower renewable output periods. The market remains less volatile than ERCOT in real time, but increasingly sensitive to operational stress and structural inefficiencies, supporting a firm-to-bullish outlook with more nuanced upside drivers than capacity alone. |
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COMMERCIAL BROKER INCENTIVE ANNOUNCEMENT
We're excited to introduce MAY MONEYBALL, a one-month broker incentive challenge designed to reward you for qualified* deals you send - with cash bonuses for Commercial business.
MAY MONEYBALL HIGHLIGHTS:
Run Dates: May 1 - May 31, 2026
Cash Bonuses: Paid by the end of June 2026
CASH BONUS TIERS:
Commercial: (May 1 - May 31, 2026)
- 1.5 million kWh term volume = $500 cash bonus
- 3 million kWh term volume = $1,000 cash bonus
- 5 million kWh term volume = $2,000 cash bonus
- 15 million kWh term volume = $5,000 cash bonus
Terms and Conditions
*A qualified deal must be completed and accepted by the Utility. Excludes anything that is cancelled for any reason prior to payment of bonus.
** All bonuses are paid out by the end of June. Cash bonus tiers do not stack. Brokers may earn one bonus level for May, based on their highest qualifying threshold achieved.
Click the button below to learn more. |
COMMERCIAL UPDATES
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, Pennsylvania, Illinois, Maryland, New Jersey, and Delaware.
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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NOW AVAILABLE
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. |
ARE YOU GOING TO TEPA?
Are you heading to TEPA in any of the cities listed below? If so, we’d love to know! Let our team know where you’ll be so we can keep an eye out and connect while you’re there.
- May 12 - Columbus, OH
- June 2 - Dallas, TX
- August 5 - Chicago, IL
- November 4-5 - Austin, TX (National Conference)
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WELCOME TO THE TEAM
We’re excited to welcome two new members to our sales team. Please join us in welcoming Edgar Aburto (left), Commercial Sales Manager, and Monica Campos (right), Sales Support Analyst. |
Negative natural gas prices hit Texas markets
In a surprising development, parts of West Texas are seeing negative natural gas prices due to oversupply and limited pipeline capacity. Producers are effectively paying buyers to take excess gas, highlighting infrastructure bottlenecks in one of the country’s most important energy regions. While benchmark prices remain positive nationally, the regional imbalance underscores how deregulated and fragmented energy markets can produce extreme pricing signals. The situation also reflects growing production tied to LNG exports and rising power demand from data centers and AI infrastructure. Axios |
Texas deregulated market continues to drive consumer choice—and confusion
As more residents move to Texas, the state’s deregulated electricity market is drawing attention for both its flexibility and complexity. Consumers can choose from dozens of retail providers, but many default plans remain more expensive than competitive offers. Experts warn that without active shopping, customers may overpay. The dynamic highlights a core reality of deregulated markets: competition can deliver savings, but only for informed buyers. With over 100 providers competing in ERCOT, pricing transparency and customer education remain ongoing challenges. Courier Post Online |
Marta Odom - Chief Operations Officer
Marta Odom joined AE in April 2023, bringing more than 20 years of operational experience across the U.S. and abroad. She has led operations, customer control, fraud detection, and customer service teams for both retail electric and web hosting providers.
Marta is highly skilled in project management, process improvement, and automation. She has successfully established, merged, and managed complex systems and call centers while identifying opportunities to drive sales growth. Known for setting ambitious goals and consistently exceeding them, she continually raises the bar for herself and her team. She is deeply committed to delivering exceptional support to both customers and brokers.
Outside of work, Marta loves traveling and exploring the world. In 2026, she is set to conquer and camp in Antarctica. |
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Dear Partners,
As we head into May, we’re gearing up for summer. It's hard to believe we’re already at that point in the year.
By popular demand, we’ve launched a new sales incentive program - May Moneyball. We’re excited to see the momentum this creates and look forward to a strong month across the board.
On the product front, we’ve successfully launched our capacity and transmission pass-through offerings in PJM, and the early results have been excellent. We’ve executed hundreds of contracts in just the first 30 days, with overwhelmingly positive feedback from the market.
From a market standpoint, May is typically the calm before the summer volatility, making this an ideal window to close deals and position your customers ahead of what’s to come.
Operationally, we’re putting the finishing touches on several important initiatives, including residential digital enrollments for both power and gas across all PJM markets, as well as enhanced commercial matrix automation. These are meaningful upgrades, and we think you’re going to be very pleased with the improvements.
Thank you, as always, for your continued partnership. Let’s make it a great May!
Warm regards,
Rob Cantrell
Chief Executive Officer
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Commercial Team
commercial@atlanticenergyco.com |
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Residential Team
avengrouskie@atlanticenergyco.com |
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