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US Power Forecast Q4'25 - Reliability's Rough Road Ahead: Three Burning Questions
Duration: 1 hour
In US power markets, critical demand hours are on the rise year-round even as grid managers expect rapid demand growth due to datacenter expansion and electrification. Both grid policies and markets have responded to the challenge but in many ways the gap between reliability and affordability looks set to widen in the near term. The Q4 2025 Market Indicative Power Forecast highlights the major drivers of this challenging trend.
Topics to be covered include:
- Electric Load Carrying Capability – with reliability premiums growing, how much can solar and wind contribute now and in the future?
- Battery storage – Now deployable at scale, can it solve reliability?
- Organized capacity markets – As prices surge, can grid managers balance affordability and investment signals?
Speakers
Steve Piper
Director, North American Power and Renewables
Tanya Peevey, PhD
Principal Analyst, North American Power and Renewables
Kristin Larson, PhD
Associate Director, North American Power and Renewables
Arsalan Gul (Moderator)
Associate Product Manager, Energy
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US Power Forecast Q4'25 - Reliability's Rough Road Ahead: Three Burning Questions
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