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!