Yes Energy

Yes Energy Yes Energy® is how traders, power companies, and asset managers and developers can finally make sense of the complex, rapidly changing power market.

You get accurate and timely data, comprehensive tools, and a partner to help you make the right decisions. Nodal power markets present traders with a fascinating amount of opportunity and challenging risks. But the days of simply storing and accessing the data required for trading in these markets one point at a time are over. Yes Energy’s fast market analyses and innovative visualizations make it

possible to see the data all at once. Discover trends. Highlight opportunities. Track positions. As one customer put it, Yes Energy offers “the new way to see power markets.”

100,000+ price nodes. Fundamentals-based forecasting. Node by node, not hub by hub.That's a price forecast you can actua...
09/09/2026

100,000+ price nodes. Fundamentals-based forecasting. Node by node, not hub by hub.

That's a price forecast you can actually defend to a lender.

Explore the GridSite interactive demo: https://hubs.ly/Q04tScpl0

How does temperature shape electricity demand across Europe, and what can recent extremes tell us about what’s ahead?Joi...
09/04/2026

How does temperature shape electricity demand across Europe, and what can recent extremes tell us about what’s ahead?

Join Yes Energy’s Eilis O’Brien and Will Anderson, Senior Data Analysts, on September 9 for an in-depth look at temperature sensitivities across European power markets.

You’ll learn:
🌡️ How temperature sensitivity differs across European markets
📈 How these relationships have evolved over time and vary by season
❄️ What recent cold snaps and heat waves have revealed about demand
⚡ The key factors driving temperature sensitivity across countries

Register now to better understand the relationship between weather, electricity demand, and market behavior: https://hubs.ly/Q04vfvBz0

By the time a price spike shows up in your feed, the trade that mattered already happened.Yes Energy pulls nodal prices,...
09/03/2026

By the time a price spike shows up in your feed, the trade that mattered already happened.

Yes Energy pulls nodal prices, outages, constraints, and weather into one live view, so you can spot a shift, check it against the fundamentals, and act while the opportunity is still open.

Traders use it to move from signal to strategy in seconds, not the 30 minutes it takes to dig through spreadsheets.

Walk through the interactive demo: https://hubs.ly/Q04skttN0

Two months into SPP's RTO Expansion, real-time prices in the new West BAA are more than twice as volatile as SPP East.Wh...
08/21/2026

Two months into SPP's RTO Expansion, real-time prices in the new West BAA are more than twice as volatile as SPP East.

What's driving it:
→ SPP is now the first RTO running two reference buses on one clearing engine, so price separation shows up in the marginal energy component (MEC), not congestion
→ The West DC ties total only about 310 MW, so when they bind, each BAA has to serve its next MW of load on its own
→ That bottleneck shows up as a ramp premium — day-ahead uncertainty reserve up averaged $8.23/MW at HE 19-21 in the West
→ Real-time DC tie flows match the economic price signal only about a third of the time on Miles City, a gap real-time dispatchable transactions are meant to close
→ 71 new interface pricing nodes now govern imports and exports with the West, and day-ahead schedules are consistently underestimating real-time value on both the northern and southern routes

Rob Strange breaks down the market rules behind these signals and what to watch before Markets+ arrives in 2027.

Read the report here: https://hubs.ly/Q04tNpNN0

Six months after ERCOT's RTC+B go-live, day-ahead prices are down 15.5% and real-time prices are down 11.6% compared to ...
08/20/2026

Six months after ERCOT's RTC+B go-live, day-ahead prices are down 15.5% and real-time prices are down 11.6% compared to the same period a year earlier.

A few other things the first six months of data show:
→ Energy DART spreads shrank roughly 50%, and flipped negative at three of five hubs
→ Solar's share of generation rose about 5% and batteries about 1%, while coal, gas, and nuclear each slipped 1-2%
→ Virtual ancillary services (AS) participation climbed from about five qualified scheduling entities (QSEs) to roughly 18 offering daily
→ Zero virtual ECRS or RRS awards so far, despite plenty of offers

Senior Power Market Analyst Alex Sheldon digs into what changed, what the data actually says, and where the open questions are — including why non-spin is the one AS product that got more expensive.

If you trade or dispatch in ERCOT, check out this recap: https://hubs.ly/Q04tN9ty0

Most siting models tell you where power is cheap today. They don't tell you where congestion will eat your returns in ye...
08/18/2026

Most siting models tell you where power is cheap today. They don't tell you where congestion will eat your returns in year three.

EnCompass simulates congestion, constraints, and curtailment across US ISOs, so you can see how a site will actually perform over time, not just where it sits on a map right now.

Asset developers use it to compare thousands of potential nodes and find the ones that stay profitable as the grid changes around them.

See it in the interactive demo: https://hubs.ly/Q04sklh60

Price and carbon shouldn't tell two different stories about the same grid.Most teams pull price forecasts from one model...
08/17/2026

Price and carbon shouldn't tell two different stories about the same grid.

Most teams pull price forecasts from one model and emissions from another. Different assumptions, different dispatch logic, no guarantee they agree. GridSite's enhanced forecast produces LMP and LMER from the same fundamentally based model, so your financial and sustainability numbers are consistent by design, not by reconciliation.

One model. One set of assumptions. Price and emissions that actually match.

https://hubs.ly/Q04qytJg0

📅 Six months into ERCOT's RTC+B overhaul, day-ahead prices are down 15.5% and real-time prices are down 11.6%, though th...
08/14/2026

📅 Six months into ERCOT's RTC+B overhaul, day-ahead prices are down 15.5% and real-time prices are down 11.6%, though the DART spread has flipped from positive to negative across most hubs.

Yes Energy's analysis of the first six months of RTC+B data breaks down what's driving it: co-optimization narrowing AS costs, solar and battery generation share climbing, and virtual AS participation growing from about five qualified scheduling entities (QSEs) at launch to nearly 18 today.

The data also flags where the market hasn't smoothed out yet: non-spin reserve pricing is still running higher than before RTC+B, and virtual traders have yet to land a single ECRS or RRS award.

Read the blog post: https://hubs.ly/Q04skGv60

PJM in 2046 won’t look like PJM today.Load is growing. The resource mix is shifting. Transmission is expanding. And the ...
08/13/2026

PJM in 2046 won’t look like PJM today.

Load is growing. The resource mix is shifting. Transmission is expanding. And the implications for long-term nodal prices could be significant.

Yes Energy’s Cliff Rose and McKenzie Fowler break down what’s changing, what our latest forecast is showing, and where the risks and opportunities could emerge.

▶️ The full webinar is now available on demand. https://hubs.ly/Q04sZ4zw0

Every project a developer advances past initial screening represents real development spend: engineering, interconnectio...
08/13/2026

Every project a developer advances past initial screening represents real development spend: engineering, interconnection, financing, land work. Advance the wrong site, and that spend doesn't come back.

GridSite's nodal forecast helps you eliminate weaker opportunities earlier. With transparent assumptions and documented methodology your team can evaluate, explain, and defend.

See how the model works, node by node. https://hubs.ly/Q04qyppM0

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