Report reveals congestion risks, infrastructure growth and North American energy market forecasts
AUSTIN, Texas (December 2, 2025) Enverus, a leading energy SaaS and analytics platform, releases its 2025 Winter Electricity Market Outlook, providing actionable insights for stakeholders in North America’s major electricity markets.
The report predicts significant growth in solar and battery energy storage infrastructure across ERCOT, with up to 7.6 GW of solar capacity and 4.7 GW of new battery energy storage systems expected to be installed by mid-2026. Policy changes such as ERCOT’s launch of RTC+B and CAISO’s expanded day-ahead market are set to reshape market dynamics and price formation.
“This winter’s outlook highlights how rapid renewable energy integration and evolving market policies are driving both opportunity and volatility for power market participants,” said Rob Allaman Sr. Electricity Market Director. “Our analysis enables stakeholders to predict congestion risks, take advantage of new infrastructure, and address regulatory changes with confidence.”
Important points:
Comprehensive regional analysis covers ERCOT, SPP, PJM, MISO, CAISO, Mid-C, ISONE, NYISO and details load, generation, and market drivers. Outage congestion patterns and their operational impact are identified for each ISO. Solar power and battery storage additions are accelerating, with ERCOT leading the way in new capacity and Texas Energy Fund financing supporting $2.28 billion in projects. Major policy changes, such as ERCOT’s Real-Time Collaborative Optimization with Batteries (RTC+B) and CAISO’s Enhanced Day-Ahead Market (EDAM), will impact market operations and pricing. Actionable heat rate and price forecasts help stakeholders prepare for volatility and develop effective hedging strategies.
Enverus analytics leverages a variety of products including Enverus PRISM®, Enverus FOUNDATIONS®, and Enverus Mosaic.
Are you ready to see the winter 2025 electricity market outlook by ISO?
Let’s get started
Additional resources:
Media members are invited to attend upcoming webinars to gain insight on key topics in power and renewable energy.
Predict RTC+B market dynamics using Enverus predictive models
December 2, 2025 at 2:00 PM Central Time
Get a clear picture of RTC+B deployment and ripple effects across ERCOT. Learn how RTC+B changes market dynamics and trading behavior, affecting shipping patterns and price signals, and what strategies can help you prepare for potential volatility and grid changes. Please register here. Power and renewable energy outlook for 2026
December 16, 2025 at 10 a.m. Central Time
U.S. electricity demand is breaking records, the capacity market has reached a price ceiling, and while 90% of new construction is renewable, stable capacity is in short supply. Explore what’s driving record demand, how the grid is adapting, the impact of PJM’s latest auction hitting a ceiling, and smart strategies for 2026 including storage and flexible demand. Please register here. Winter 2025 Electricity Market Outlook Webinar Replay
Missed this four-part webinar series? Get ahead of winter instability with expert insights on ERCOT, SPP, MISO, PJM, NYISO, ISONE, CAISO, and Mid-C. Explore cold snap and polar vortex risks, electrification demand, renewable generation trends, power outages, policy developments, and price forecasts. Watch the webinar replay.
Share this:
