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 […]
RD Energy Stay Current Newsletter: Feb 2026 Read More »
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
RD Energy December 2025 Stay Current Newsletter & Podcast Read More »
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
RD Energy November 2025 Stay Current Newsletter & Podcast Read More »
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
RD Energy October 2025 Stay Current Newsletter & Podcast Read More »
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,
RD Energy: Stay Current, Take Action, Lower Energy Spend Read More »
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
RD Energy Stay Current – August 2025 Energy Market Update Read More »
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
RD Energy July 2025 Stay Current Newsletter Read More »
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
RD Energy Newsletter: May 2025 Read More »
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
RD Energy Stay Current Newsletter: April 2025 Read More »
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
RD Energy March 2025 Stay Current Newsletter & Podcast: PREPARE TO ACT Read More »