Enverus Unveils 2025 Winter Power Outlook, Spotlights Renewables and Market Shifts

Report reveals congestion risks, infrastructure growth, and forecasts for North American energy markets

AUSTIN, Texas (Dec. 2, 2025) Enverus, the leading energy SaaS and analytics platform, is releasing its 2025 Winter Power Market Outlook, providing actionable insights for stakeholders across North America’s major power markets.

The report forecasts significant infrastructure growth in solar and battery energy storage across ERCOT, with up to 7.6 GW of new solar capacity and 4.7 GW of battery energy storage systems expected by mid-2026. Policy changes such as ERCOT’s RTC+B launch and CAISO’s Extended Day-Ahead Market are set to reshape market dynamics and price formation.

“This winter’s outlook highlights how rapid renewable integration and evolving market policies are driving both opportunity and volatility for power market participants,” said Rob Allerman, sr. director of Power Markets. “Our analysis equips stakeholders to anticipate congestion risks, leverage new infrastructure and navigate regulatory shifts with confidence.”

Key takeaways:

Comprehensive regional analysis covers ERCOT, SPP, PJM, MISO, CAISO, Mid-C, ISONE and NYISO, detailing load, generation and market drivers.
Outage-driven congestion patterns and their operational impacts are identified for each ISO.
Solar and battery storage additions are accelerating, with ERCOT leading in new capacity and Texas Energy Fund loans supporting $2.28 billion in projects.
Major policy changes, including ERCOT’s Real-Time Co-Optimization with Batteries (RTC+B) and CAISO’s Extended Day-Ahead Market (EDAM), will influence market operations and pricing.
Actionable heat rate and price forecasts help stakeholders prepare for volatility and develop effective hedging strategies.

Enverus’ analysis pulls from a variety of products including Enverus PRISM®, Enverus FOUNDATIONS® and Enverus Mosaic.

Ready to view our 2025 Winter Power Markets Outlooks by ISO?

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Additional Resources:

Members of the media are invited to attend these upcoming webinars for insights into leading Power & Renewables topics:

Predict RTC+B Market Dynamics With Enverus Forecasting Models
Dec. 2, 2025 at 2:00 p.m. CT
Gain a clear picture of RTC+B’s rollout and its ripple effects across ERCOT. Learn how RTC+B may shift market dynamics and trading behavior, impact dispatch patterns and pricing signals, and what strategies can help prepare for potential volatility and grid changes. Register Here.
2026 Power and Renewables Outlook
Dec. 16, 2025 at 10:00 a.m. CT
U.S. power demand is breaking records, capacity markets are hitting price ceilings, and 90% of new builds are renewables—but firming capacity is falling short. Explore what’s driving record demand, how the grid is adapting, the implications of PJM’s latest auction hitting the ceiling, and smart strategies for 2026 including storage and flexible demand. Register Here.
Winter 2025 Power Markets Outlook Webinar Replay
Did you miss this four-part webinar series? Get ahead of winter’s volatility with our expert insights on ERCOT, SPP, MISO, PJM, NYISO, ISONE, CAISO and Mid-C. Explore cold snap and polar vortex risks, electrification-driven demand, renewable generation trends, transmission outages, policy developments, and price projections. Watch the Webinar Replay.