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 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

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

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

  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