Energy Market Insights: May 2026

05 20, 2026

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Stay ahead of the curve with Enel’s Energy Market Insights, where each month we deliver expert analysis on the most significant energy market trends across North America.

Our in-depth report covers key regions such as New England, New York, the Midwest, the Mid-Atlantic, Texas, California, and Mexico, offering valuable insights into renewable energy and natural gas markets.

In our May report, you’ll uncover insights on:

  • New England (ISO-NE): Shifting evening peak load dynamics expand system peak exposure

  • New York (NYISO): NY Public Service Commission extends nuclear program through 2049

  • Mid-Atlantic (PJM): Queue reforms streamline new dispatchable generation additions

  • Midwest (MISO): Annualized capacity auction prices drop by 42% due to solar growth

  • California (CAISO): 31 GW of new resources deliver capacity surplus for summer peak demand

  • Texas (ERCOT): Historic solar expansion to surpass coal output for the first time

  • Mexico: Modernizing aging pipeline networks to improve energy reliability and support future demand

  • Natural Gas: The impact of the Hurricane forecast for 2026 on energy markets

  • Renewables: Hyperscalers like Meta and Google change how energy is purchased through short-term PPAs

Download the full report to explore these stories and more!

Get your copy today