Commodity Market Report
The decarbonization frontier: CAISO market report (April 2026)
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Now available for Lens Power & Renewables Americas subscribers, our comprehensive analysis of the CAISO power market delivers the insights you need to navigate the nation's decarbonization frontier. This report examines the Extended Day-Ahead Market expansion across the West, transformative Slice-of-Day resource adequacy reforms, the critical shift from solar + 4-hour batteries to clean-firm capacity and long-duration storage, and unprecedented demand growth driven by data centers, EVs, and hydrogen electrolyzers, providing actionable intelligence to help you make informed decisions in a market undergoing significant transformation.
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What's included
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