Commodity Market Report
Southeast at a crossroads: SERC market report (June 2026)
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Our comprehensive analysis of the Southeast US power region delivers the insights you need to navigate this region’s evolving landscape. SERC, the reliability region spanning much of the Southeast US, is shifting from a stable, utility-led system into one reshaped by surging data-center demand, a decisive return to thermal generation, and mounting pressure on its closed market structure. This report examines the developments redefining the region, including the proposed NextEra-Dominion merger, TVA’s reversal of its coal-retirement plans, the FERC-approved SEEM price-transparency settlement, South Carolina’s Act 41 procurement mandate, and the interconnection and gas-pipeline bottlenecks capping new buildout. It also reflects our 2026 H1 Strategic Planning Outlook, covering demand, supply, and price forecasts across all major SERC zones.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
Southeast at a crossroads: SERC 2025 H2 market report
Comprehensive analysis of the Southeast power region
$8,000
Commodity Market Report
Reliability crossroads: NYISO market report (June 2026)
Comprehensive analysis of the NYISO power market
$8,000
Commodity Market Report
Leveraging a thermal dominant past for load-driven future: MISO market report (June 2026)
Comprehensive analysis of the MISO power market
$8,000
