Acumen

Helping utilities maintain reliability, meet regulations and harness technology to attain operational excellence. Checkout our blog!

[Acumen @aesi_acumen]

We are excited to announce that AESI has rebranded as Acumen!

Along with this announcement comes a brand-new website, blog and a completely refreshed look! Click the post below to check out the announcement!

https://t.co/BDt7FwYPV9

[Acumen @aesi_acumen]

📈 Gas market swings explained:
• Not weather, but trading dynamics driving volatility
• EIA: US gas consumption rising to 116 Bcf/d
• Microsoft pausing some data center construction
• Oil price nearing production breakeven levels

🔗 https://t.co/xSIl55DuIh

[Acumen @aesi_acumen]

⚡️ Spring energy update:
• Gas drops below $4 as May becomes front month
• 37 Bcf injection (above 25 Bcf forecast)
• All 7 RTOs testify on grid reliability
• PJM CEO: Renewables "not a one-for-one substitute" for fossil fuels

Read more: https://t.co/wNVti8bxd8

[Acumen @aesi_acumen]

⚡️ This week in energy:
• Gas injection season begins (9 Bcf added)
• Prices retreat from $4.20s toward $4/MMBtu
• Reuters reveals data center "near miss" that threatened grid
• 1,500 MW suddenly offline in PJM last summer

Read more: https://t.co/VeOy3HSBmp

[Acumen @aesi_acumen]

📈 Gas tops $4/MMBtu as spring approaches
• Storage below trend entering build season
• EU gas hits 4-month low (opposite direction)
• Harvard paper tackles data center rate debate
• US-Canada power export tensions brewing

Read more: https://t.co/DERQKFhrWu

[Acumen @aesi_acumen]

⚡️ This week's energy highlights:
• Gas storage nears 5-year minimum (261 Bcf draw)
• PJM extends coal plant life to 2030
• Shutdown cost doubles to $1.5B
• NVIDIA confirms data center boom (+427% YoY)

Read more: https://t.co/e4DMBmPpfn

[Acumen @aesi_acumen]

🥶 Winter refuses to quit!!
• ISOs issue cold weather alerts
• Gas jumps as forecast drives cold South
• EIA cuts back the amount of gas in storage for next winter
• Pitchers and catchers report!

https://t.co/mwtxAA38H0

#GRID #EIA #NaturalGas #Procurement

[Acumen @aesi_acumen]

📈 This week in energy:
• Gas storage: 174 Bcf withdrawal
• Storage now below 5-year average
• Markets volatile on mixed signals

Key lesson: Plan for market moves, don't predict them

Read our risk management insights: https://t.co/w0IEpRTuqC

[Acumen @aesi_acumen]

🚨 PJM's game-changing forecast:
• Peak load projections surge 12-14K MW
• AI driving demand, not EVs
• Gas prices signal winter's end
• 321 Bcf storage withdrawal

Plot twist: PA caps capacity prices amid growth

Read more: https://t.co/sgN6Neh3ri

[Acumen @aesi_acumen]

⚡️ This week in energy:
• Gas prices retreat to $3.80/MMBtu
• ISOs successfully manage cold snap
• FERC: Christie named new Chairman
• EU gas hits €50/MWh milestone

Storage draw: 233 Bcf

Read more: https://t.co/pF1bQqn6zU

[Acumen @aesi_acumen]

🥶 Eastern US cold snap alerts:
• Multiple ISO warnings issued
• Gas storage draw: 258 Bcf
• Feb gas futures ~$4/MMBtu

EIA 2025 forecast:
• Record 3-year power demand growth
• Supply gap emerging

Word of the week: Dunkelflaute 🌥️

Read more: https://t.co/9fjWHcKF8S

[Acumen @aesi_acumen]

⚡️ 2025's first energy snapshot:
• Natural gas nearing $4 as winter arrives
• Virginia: New #1 power importing state
• Germany: 100 GW solar = 9% capacity factor

EU storage: 95% ➡️ 68% in recent months

Read more: https://t.co/qpQhoQcPm2

[Acumen @aesi_acumen]

⚡️ NERC's warning: Grid reliability at risk
• Demand surge vs retiring generators
• Natural gas withdrawal: 125 Bcf
• Canada delays net-zero target by 15 years

Last update of 2024! Read more: https://t.co/KeWySJ1y92

Happy Holidays! 🎄

[Acumen @aesi_acumen]

⚡️ This week's energy highlights:
• Natural gas swings continue ($3-$3.55)
• Norway's hydro crisis: electricity hits $1.18/kWh
• MISO raises reliability concerns

Storage withdrawal: 190 Bcf vs 170 Bcf forecast

Read more: https://t.co/mg5Ir2kvZ4

[Acumen @aesi_acumen]

📊 This week's energy highlights:
• Record natural gas storage levels (highest since 2016!)
• Weather forecasts causing price swings
• ISO-NE hits 100th Duck Curve day, marking solar's impact

Get the full analysis: https://t.co/IzEsh3042Y

[Acumen @aesi_acumen]

🔥 This week in energy:
• Natural gas surges from $2.50 to $3.60/MMBtu
• ERCOT requires crypto miners to register
• European gas prices double since February

Get the analysis before our Thanksgiving break: https://t.co/ZmC63TMzMD

[Acumen @aesi_acumen]

⚡️ This week's power market highlights:
• MISO winter capacity abundant at $0.75/MW-day
• EV market headwinds: Tax credits at risk & Ford cuts production
• Natural gas steady despite European surge

Get the full story: https://t.co/3ZqpN2p9Tg

[Acumen @aesi_acumen]

📊 This week in energy:

• Warm November keeping electricity prices in check
• Breaking: FERC approves PJM's move to exclude energy efficiency from capacity auctions

Written by: Mark Perman

Get the full analysis: https://t.co/zufdouyfeb

[Acumen @aesi_acumen]

Electricity Yawner Prices, Aging Grid

Catch all the latest #energymarket news in this week’s WPO!

Written by Mark Perman

https://t.co/yRioz0VRbz

[Acumen @aesi_acumen]

Ohio-Data Center and Intel, Spot Natural Gas

Catch all the latest #energymarket news in this week’s WPO!

Written by Mark Perman

https://t.co/lVe2vJ7xgw

[Acumen @aesi_acumen]

The Demise-ish of Coal, More Nuke, PJM Capacity

Catch all the latest #energymarket news in this week’s WPO!

Written by Mark Perman

https://t.co/a2Jl3QJHrz