PJM 2026/2027 容量拍卖:价格上涨,但衝击较小
市场调查报告书
商品编码
1779975

PJM 2026/2027 容量拍卖:价格上涨,但衝击较小

PJM 2026/2027 Capacity Auction: Higher Prices, but Less Sticker Shock

出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2个工作天内

价格
简介目录

摘要

PJM 2026/2027 年基本剩余拍卖 (BRA) 价格甚至高于之前的爆炸性拍卖,从 269.92 美元/兆瓦/天上涨至 329.17 美元/兆瓦/天。虽然价格肯定更高,但考虑到已知的改革措施和供需基本面,这一价格也在意料之中。本报告探讨了目前拍卖价格高企的原因,以及未来市场及週边地区的预期。

简介目录
Product Code: 150394955

Report Summary:

PJM's 2026/2027 Base Residual Auction (BRA) cleared even higher than the previous explosive auction, climbing from $269.92/MW-day to $329.17/MW-day. While certainly higher, known reforms and supply/demand fundamentals made this a more expected outcome. This report dives into the cause of the high price regime the auction currently lives in as well as what to expect in and outside the market in the future.