PJ PJM 로딩 중... : 애널리스트의 강세 및 약세 의견

PJM's latest capacity auction cleared at the $325/MW-day price cap, below the uncapped $555/MW-day level, and fell 6.8 GW short of the target reliability requirement. PSEG notes the collar will remain in place through the December 2026 auction. — The gap between capped and uncapped prices signals the threat of forced procurement (RVP/IRAS), which could distort capacity market prices and increase costs for LSEs and consumers.

PEG is cautious about PJM's proposed reliability backstop auction, expressing concerns about cost allocation and the load-serving entity responsibility, but is waiting to see new CEO's direction.