PJ PJM 로딩 중... : 애널리스트의 강세 및 약세 의견

PJM's capacity auction cleared below reliability requirements by ~6.8 GW, and simulated prices ($555/MW-day across footprint, $777 in ComEd) far exceeded the $330 FERC cap, indicating severe scarcity. — Provides direct evidence that capacity prices in PJM are monetarily suppressed by the cap, signaling a severe supply-demand imbalance that will drive future investment and potentially higher costs.