H2 2025: a power trader’s guide

The US power market is transforming at breakneck speed. Unprecedented demand growth from data centres is colliding with accelerating thermal plant retirements. Solar and battery storage are reshaping generation portfolios as they expand eastward. Meanwhile, tariff uncertainty adds another layer of complexity to trading decisions. 

In this rapidly evolving environment, successful power traders need more than market awareness - they need strategic foresight. Our comprehensive guide (which you can download by filling out the form on this page) examines the critical themes that will define US power trading in the second half of 2025. 

Download the guide now to find out: 

• How demand surges are straining interconnection queues and what this means for grid reliability.  

• Why the retirement of 12.3 GW of capacity in 2025 presents both challenges and opportunities.  

• How solar capacity growth - from 7.6 GW to over 16 GW in MISO alone - is creating new market dynamics. 

The guide also explores three distinct tariff scenarios and their potential impacts on commodity demand, prices and investment through 2030. With detailed analysis of regional variations and forward-looking perspectives, this resource equips you with the insights needed to make smarter trading decisions. 

Don't navigate these market shifts blindly. Fill out the form on this page to download our power trader's guide and gain the strategic advantage you need to succeed in H2 2025's challenging environment.