Rd Energy Newsletters & Blogs

RD Energy Market Intelligence Update – August

Buying Energy Has Changed Many organizations still purchase electricity and natural gas the same way they did several years ago. Unfortunately, today’s markets have become much more complicated. Natural Gas Is Offering Opportunity… For Now Wholesale natural gas prices have softened because of strong production, healthy storage and favorable near-term market conditions. That may create opportunities to secure future natural gas requirements. However, long-term market fundamentals are beginning to shift. Growing LNG exports, increasing natural

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RD Energy’s Stay Current Newsletter-July 2026

This Week’s Energy Alert One of the most important electric demand weeks of the summer is here. Weather forecasts indicate that Tuesday, June 30 through Friday, July 3 should all be treated as potential Peak Load Management days throughout the PJM region. Current conditions suggest Wednesday and Thursday afternoon have the greatest likelihood of becoming among t he highest electric demand hours of the 2026 summer, and therefore, the highest probability of PJM Demand Response

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RD Energy Stay Current Newsletter – June 2026: Stronger Price Volatility

Energy Prices, PJM Capacity, Natural Gas, and Iran War Risk Energy markets remain uncertain heading into summer 2026. Rising power prices, PJM capacity costs, natural gas volatility, LNG exports, data center growth, and geopolitical tensions are increasing risk for energy buyers. For Ohio Manufacturers, schools, municipalities, and Main Street, Ohio businesses; Know what you are paying for electric & natural gas, Know, Like & Trust your Energy Partner and have some type of procurement plan. 

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RD Energy Stay Current Newsletter May 2026: Be Energy Informed & Be Ready to Act

Natural Gas & Power Prices: Comfortable Today, But Pressures Are Building for later 2026–2027 Energy buyers are facing a confusing market. On one hand, U.S. natural gas storage looks healthy overall. EIA reported working gas in storage at 2,063 Bcf as of April 17, 2026, which was 142 Bcf above last year and 137 Bcf above the five-year average. EIA also expects storage to end October near 4,015 Bcf, about 6% above the five-year average.

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RD Energy April 2026 Stay Current Newsletter: Let’s try & Make Sense Of It All

  What’s Really Happening with Energy Prices Right Now? Iran Conflict – Why Haven’t Prices Spiked? You’d expect war in the Middle East to send energy prices soaring—but that hasn’t really happened. Why? Simple: The U.S. is producing record levels of oil and natural gas We’re far less dependent on foreign energy than we used to be Global  markets are nervous—but not disrupted (yet) Bottom line:  No major supply disruption = no major price spike

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RD Energy: The War, The Strait of Hormuz & What It Means for Energy Prices

You’ve seen the headlines. The U.S. & Israel strikes Iran and Iran’s threat to close the Strait of Hormuz have created global commodity market uncertainty. In simple terms: Roughly 20% – 30% of the world’s oil flows through that narrow waterway. 20% of global LNG (liquefied natural gas) also passes through it. Even if the U.S. produces much of its own oil and gas, energy prices are set globally. When traders see risk, prices move

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RD Energy Stay Current Newsletter: Feb 2026

  January’s deep freeze reminded all of us of one simple truth: weather is still the fastest way to stress both the natural gas system and the electric grid at the same time—especially when gas is the primary fuel for power generation across much of PJM.  Natural gas: forward curve price reaction for 2026 and beyond Even when the cold is “temporary,” the market’s message is clear: storage trajectory and late-winter risk matter.  Plus, January’s

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RD Energy January 2026 Stay Current Newsletter & Podcast

Natural gas & Electric Prices Trends In Review Energy prices not only increased in 2025; they reset to a higher level. Natural gas: very low in 2024 → 50% – 60% higher in 2025 → expected to stay elevated in 2026 with late year 2026 surge up in prices forecasted. Electric power: up approximately 40% in 2025 vs. 2024 → additional upward pressure in 2026 as power prices are highly influenced by natural gas price

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RD Energy December 2025 Stay Current Newsletter & Podcast

As we head into December, weather forecasts are turning colder — and wholesale natural gas and electric markets are reacting quickly. What follows are the key drivers of wholesale natural gas and electric prices.  Remember, while power prices have their own supply and demand issues helping drive up electric bills, rising natural gas prices helps push up power prices too.  Natural gas is the fuel source for nearly 50% of U.S. power generation.  Natural Gas

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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 grow 20% more in 2026   If your energy strategy isn’t in motion right now, your 2026  -2029 budget 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 natural gas prices really helps us at RD Energy advise and coach clients in making more informed, smarter and prudent

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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 projects in the Gulf and Appalachia are set to increase outflows in 2026. Key Drivers to Watch: Winter weather –

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RD Energy: Stay Current, Take Action, Lower Energy Spend

Above is a brief “think piece” video focusing on your business’s electric and natural gas procurement. Wholesale energy prices are quite a bit higher in 2025 than in 2024. 2026 looks to be a tipping point when power and natural gas demand sprints past available supply. As Ohio businesses do we just accept higher prices, assume there’s nothing we can do about it and move on, or do we figure out if our electric and

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RD Energy Stay Current – August 2025 Energy Market Update

Volatility Continues – Strategic Planning is Critical   As we head into the final stretch of summer, July 2025 has made its mark as one of the hottest months in PJM history. Record-breaking temperatures fueled a new summer peak demand across the PJM grid—surpassing 2024’s peak by over 5%—with AI data center growth being the single largest driver of this surge. And the trend isn’t slowing down.   So far this summer, PJM has issued

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RD Energy July 2025 Stay Current Newsletter

RD Energy July 2025 Stay Current Newsletter: June’s Skyrocketing Power Demand Signals a New Era for the Grid If you thought summer 2024 was hot, PJM’s early summer 2025 power demand is rewriting the playbook. In June 2025, PJM recorded significantly higher peak electricity usage than in any single day of summer 2024—even though both years experienced extreme heat. So, what’s driving this massive jump in demand so early in the season?  There is a

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RD Energy June 2025 Stay Current Newsletter

As we move into summer, energy prices remain volatile — and the risks for Ohio businesses behind AEP and Columbia Gas continue to grow. Whether you manage a manufacturing plant, a school district, or a small business, understanding what’s driving today’s energy markets can help you make more informed decisions.  As we’ve discussed in our monthly newsletter since last August and through many one on one customer conversations, June 1 begins PJM’s much higher Capacity

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RD Energy Newsletter: May 2025

Key Drivers 1. Weak shoulder season energy consumption has helped bring 2025 natural gas and electric prices down after surging this past winter 2. Substantial year over year increase in LNG exports that will grow even more throughout  2025 and beyond likely lifting natural gas prices in Q3 and Q4 2025 3. Late spring and summer temperatures will grow power demand from AC and will likely increase power and natural gas prices 4. Technical traders

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RD Energy Stay Current Newsletter: April 2025

Two Very Important Reminders: Upstream natural gas pipeline TC Energy starts billing higher transportation rates April 2025.  Most suppliers will pass this new rate increase to natural gas customers behind Columbia Gas of Ohio and Duke Energy.  Columbia Gas of Ohio’s customer adder for those buying natural gas supply directly from them is going up from $1.66/mcf to $3.25/mcf in large part due to the TC Energy rate increase. The Regional Transmission Organization (RTO) that

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RD Energy March 2025 Stay Current Newsletter & Podcast: PREPARE TO ACT

  Key Drivers Natural gas storage levels are around 600 BCF lower than the end of winter last year; substantially increasing storage injection demand this spring and summer Liquified natural gas exports has reached new record levels at 15+ bcf /day Natural gas wholesale prices are $2.25/MMBTU higher now versus this time a year ago 2025/2026 power prices have risen sharply due to much higher wholesale natural gas prices Ohio businesses are facing dramatic increases

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RD Energy February 2025 Stay Current Newsletter & Podcast: AI Race Heats Up

Looking for more insights? Tune into our podcast for additional context! We say all of this to help paint a more clear picture of the difficulty for businesses finding the right time to buy their electric and natural gas.  When you have to run your own business you cannot be on top of all of these issues like an energy expert. This also helps to clarify why we often say that businesses who sign a

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RD Energy Stay Current January 2025 : Are You & Your Procurement Strategy Ready?

  Key Drivers For Natural Gas Prices:  Natural gas storage level:14 bcf higher than one year ago & 166 bcf higher than past 5 year average LNG Exports: currently at 14.8 bcf/day shipped to Europe and Asia with a lot of growth potential in 2025 U.S daily natural gas production: Producers have shown throughout 2024 the ability to reduce supply when prices drop and increase production when prices rise Winter weather: After back to back

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RD Energy Stay Current Newsletter: December 2024

Rather Listen to Our Podcast? Click Here!     Wholesale natural gas and power price volatility remains highly confined to the next few months.  The short-term view of wholesale prices  versus the long-term view is a tale of two stories.  Short-term wholesale natural gas and power prices are being driven up and down by market supply and demand fundamentals: Very high natural gas storage levels due  to two very warm winters back to back LNG

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RD Energy Stay Current Newsletter: November 2024

Rather Listen to Our Podcast? Click Here! The abnormally warm October expected to continue through November for the Eastern U.S. is very bearish for wholesale natural gas prices.  The U.S. natural gas storage surplus declined every week of the summer and was expected to be gone by the end of the year, but that is definitely not expected now.  We we may actually see record the storage surplus growing throughout November.  For those needing to

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RD Energy Stay Current Newsletter: October 2024

September is often viewed as a transitional month. Like, transitioning from summer to fall.  In terms of energy prices we saw natural gas prices transition from near $2.00/MMBTU on 8/30 to near $3.00/MMBTU on 9/30.  Why did this happen?  Will prices keep rising or will they fall back down?  Please remember, electric wholesale prices are primarily driven by  natural gas wholesale prices and trends. So, although we often give natural gas price commentary, it is because

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RD Energy Stay Current Podcast September 2024: Tsunami warming – Brace for Impact

Welcome to the September 2024 newsletter.  The wholesale electric and natural gas markets are facing a number of earthquakes sure to shake up energy prices over the next few years.  To write everything we wanted to say would lead to a very lengthy newsletter.  So we’ve decided to test our podcast version alone hoping that anyone really interested in getting informed and learning about the approaching energy earthquakes will listen to what we feel is

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