Here it is:

PJM 2021 State of the Market Report

Note that where NERC does not project a significant decrease in coal production, PJM’s coal generation increased from 2020 to 2021 (now we do need to keep in mind that 2020 was a very low demand year):

From PJM State of the Market, p. 21

Here’s an overall summary:

The big takeaway is that demand has increased over 2020, which is no surprise. Note the “Average Hourly Load” and “Average Hourly Generation” and compare with “Installed Capacity.” Capacity is essentially twice Average Hourly Load and Average Hourly generation (and note exports and imports are included).

And just for shits and giggles, here’s the PJM LOCATIONAL MARGINAL PRICING MAP!

And here’s MISO’s too:


What it looks like right now in MISO:

PJM’s “independent” Monitoring Analytics (don’t know how independent it really is) has released its State of the Market report for the first two quarters of 2020, and there are some most interesting observations in this report. First, here’s the report:

The intro is astounding for the admissions about the electric market, decreased demand, and coal’s role:

That’s from page 2 of the PJM 2Q SoM Report.

Much of this new world is due to COVID, but the changes you see were in the works prior to COVID, which hit primarily starting 2nd Quarter. Demand has been lessening for a long time (the big increase circa 2003-2005 was when PJM territory expanded). Note that unlike MISO, it’s not strictly summer peaking, three peaks were in winter!

The histrionic squeals of “freezing in the dark on a respirator without a job” … or is it “in an incubator without a job,” either way, those fears did not materialize, and with the billions of dollars in transmission based on those hyped-up fears, where are we now? Another day older and deeper in debt…

And if you need wallpaper, do put up the LMP maps:


MISO: (something weird is going in MISO, the entire upper half is YELLOW!

It’s out, the PJM Monitoring Analytics “State of the Market” report.  Check the pages at the very beginning for info about “external subsidies” and proposed subsidization of uneconomic nuclear generation.

Important factoid – peak demand down 4.3%

Here’s the 2017 State of the Market Report:

Volume I
Volume I (2MB PDF) contains the introduction.

Volume II
Volume II (14MB PDF) contains detailed analysis and results.

Check out the real-time PJM Locational Marginal Pricing map:

According to Forbes, parrotting a press release from Monitoring Analytics, the PJM 2009 year end State of the Market Report will be released by Monitoring Analytics on Thursday,  March 11, 2010, with a press briefing at 11:00 a.m. somewhere in Washington.  It will be available on the PJM site some time afterwards.  Monitoring Analytics is the firm that does the report for PJM.   Is Monitoring Analytics a PJM spinoff?

This is one of those reports that I’m really looking forward to…