Commodity Market Report
Overcommitted and undersupplied: ISO-NE market report (June 2026)
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Report summary
Our comprehensive analysis of the ISO New England power market delivers the insights you need to navigate this region's evolving landscape. ISO New England is managing an inflection point defined by state mandates and high power supply costs. This report examines the reforms ISO-NE has proposed, including the monthly prompt Capacity Market with a seasonal accreditation framework and the new interconnection studies. The report also addresses the region's persistent winter reliability challenge and the offshore wind moratorium that continues to cloud the longer-term supply outlook. The analysis reflects our 2026 H1 Strategic Planning Outlook, which covers demand, supply, and price forecasts across all major ISO-NE zones.
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