We hope you had a wonderful Fourth of July and are enjoying the summer sunshine! With the FIFA World Cup bringing out plenty of excitement and friendly competition on the field, we've been making moves of our own behind the scenes to help put you in the best position to score with your customers. From refreshed PJM pricing to a few exciting announcements, we're continuing to invest in new opportunities to help you stay competitive and win! Thanks for taking a few minutes to catch up on everything happening at Atlantic Energy! |
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ERCOT electricity prices remained relatively moderate during June 2026 as strong wind and solar generation, stable natural gas prices, and adequate operating reserves helped limit average prices despite increasing summer demand. Price volatility increased late in the month as hotter weather drove higher air-conditioning load, producing more frequent evening price spikes when solar generation declined. Looking ahead, electricity prices are expected to increase during July and August as Texas enters the peak summer season. Forecasts for above-normal temperatures and record electricity demand are expected to tighten reserve margins, increasing the risk of elevated real-time prices and occasional scarcity events, particularly during periods of extreme heat, low wind generation, or transmission constraints. |
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PJM entered July with a clear reminder of the market's tightening fundamentals after last week's record-breaking demand pushed system load above 166 GW, leaving reserve margins at some of their thinnest levels in years. While the grid performed reliably, the event highlighted the growing challenge of balancing increasing electricity demand with limited new generation and ongoing thermal retirements. Attention will also turn to PJM's 2028/2029 Base Residual Auction, although few expect a meaningful pricing surprise given existing price caps remain in place. For the remainder of July, weather will continue to be the primary driver of price volatility, with any additional periods of extreme heat capable of quickly tightening reserves, while natural gas market fundamentals and storage trends will also influence power prices. Overall, the outlook remains supportive of elevated forward pricing as structural supply constraints and tightening reserve margins continue to define the PJM market. |
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A MESSAGE FROM OUR SVP OF SALES
Hello Sales Partners,
We're excited to share that we've recently re-evaluated and refreshed our PJM power and natural gas curves, resulting in a more competitive pricing position across the market.
If it's been a while since you've checked our pricing, now is a great time to take another look. Our updated curves are creating new opportunities to compete for your customers' business and deliver greater value in today's market.
We encourage you to submit quote requests, compare our offers, and see how we're stacking up. Your feedback is always appreciated as we continue working to provide the products, pricing, and support that help you succeed.
As always, we're committed to being a trusted partner by delivering responsive service, competitive pricing, and dependable support every step of the way.
Warm Regards,
Kris Hertel, Senior Vice President, Sales |
ARE YOU GOING TO TEPA?
Are you heading to TEPA in any of the cities listed below? If so, we’d love to know! Click the button to let our team know where you’ll be so we can keep an eye out and connect while you’re there.
- August 5 - Chicago, IL
- November 4-6 - Austin, TX (National Conference)
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We're excited to welcome Dante Martinez to the Atlantic Energy team! A recent graduate of Texas A&M University, Dante joined us on June 15th as a Sales Analyst. In his role, he'll support our Commercial Sales team and broker partners across the ERCOT and PJM markets. We're thrilled to have him on board and look forward to all he'll accomplish! |
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PUCT Officially Approves ERCOT's "Batch Zero" Process
The PUCT formally approved ERCOT's new Batch Zero process for evaluating large-load interconnection requests, primarily from AI data centers and other major industrial customers. Instead of reviewing requests one by one, ERCOT will evaluate a large group simultaneously to improve transparency and protect reliability while supporting economic growth. This is one of the most significant ERCOT market design changes of 2026. Public Utility Commission of Texas
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PJM Nears Record Demand as Heat Wave Stresses the Grid
PJM is operating under a Maximum Generation Alert and Load Management Alert as extreme heat pushes electricity demand close to record levels. The grid operator says all available generation is being called upon to maintain reliability, underscoring how quickly AI data centers, electrification, and weather-driven demand are tightening reserve margins. PJM Inside Lines |
All Retail Suppliers Will Need To Provide "Credit History" To PPL Electric To Continue Service Past 2027
All retail electric suppliers currently operating in the PPL Electric Utilities service area in Pennsylvania will need to provide to PPL Electric a "credit history" to continue operating in the PPL Electric territory beyond December 31, 2027. Energy Choice Matters |
Lindsay Spletter - Director of Marketing
Lindsay Spletter is a strategic marketing leader with tenured experience driving business growth through digital marketing, media strategy, customer acquisition, and brand-building initiatives.
Lindsay joined Atlantic Energy in June as our Director of Marketing, and we're excited to welcome her to the team. She brings a performance-minded approach to connecting marketing activity with measurable business outcomes, including customer growth, partnership value, channel strategy, and market expansion. Her background spans retail media, energy, travel, and consumer-facing industries.
Outside of work, Lindsay loves to travel the world, spend time at wineries, and visit friends. This past December, Lindsay officially completed her seven-continent adventure with a trip to Antarctica! |
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Commercial Team
commercial@atlanticenergyco.com |
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Residential Team
avengrouskie@atlanticenergyco.com |
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