Market Intelligence
Illinois Energy Market
PJM capacity prices, the 2025 Resource Adequacy outlook, the CRGA Act, and the rate trends driving commercial energy decisions across ComEd and Ameren territory.
In this series
Decision-grade guides, kept current.
Market Insights
The Capacity Squeeze, Part 1: How PJM Capacity Prices Rose 833 Percent and Why They Are Not Coming Down
PJM's capacity price went from $28.92 to $269.92 per megawatt-day in a single auction, and the three auctions since have all cleared at the cap. What happened, what it is doing to real manufacturers in Ohio and Pennsylvania, and why northern Illinois has more at risk than its current bill shows.
Illinois Energy Market
ComEd Demand Charges and Battery Payback: The Worked Guide for Illinois Businesses (2026)
ComEd bills three separate charges that matter to a commercial account: energy, the Distribution Facilities Charge, and PJM capacity. A battery can attack two of the three. Here is the actual math, worked against a representative 500 kW facility, including where it does not pay back.
Market Insights
Why Illinois Commercial Electricity Costs Keep Climbing in 2026, and What Manufacturers Can Do About It
Illinois commercial power costs are rising for structural reasons: PJM and MISO capacity charges and fast-growing data center load. Here is what changed in ComEd and Ameren territory, what is filed for summer 2026, and the one cost lever a manufacturer actually controls.
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