November 2025

RD Energy Special Edition & Podcast: Energy Cost Warning – Rough Road Ahead

2026 Energy Prices Are Surging— Is Your Procurement Plan Ready? Listen to the Podcast! 2026 will bring: A major jump in PJM capacity costs (again!) Higher wholesale natural gas and electric prices Historic new demand from AI data centers & electrification Natural Gas exports (LNG) has grown 40% in the past 12 months and will […]

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RD Energy November 2025 Stay Current Newsletter & Podcast

As we leave October and head into November, we’re seeing both rallies and pullbacks in wholesale natural gas and PJM power prices. That’s because short-term fundamentals—like weather, storage, and daily LNG flows—can shift quickly, while medium- and long-term trends are becoming increasingly forecasted demand driven. We believe understanding the short-term and long-term drivers of power and

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RD Energy October 2025 Stay Current Newsletter & Podcast

Natural Gas: Current Fundamentals &What’s Next Right now, natural gas storage levels remain above the five-year average, and U.S. production has been consistently strong through 2025. These factors have kept wholesale gas prices somewhat tempered in the near-term. However, the fundamentals point toward tightening balance going into winter. LNG exports continue to grow, and pipeline

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