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PJM 2026/2027 容量拍賣：價格上漲，但衝擊較小
市場調查報告書
商品編碼
1779975

PJM 2026/2027 容量拍賣：價格上漲，但衝擊較小

PJM 2026/2027 Capacity Auction: Higher Prices, but Less Sticker Shock
出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2個工作天內

價格
簡介目錄

摘要

PJM 2026/2027 年基本剩餘拍賣 (BRA) 價格甚至高於之前的爆炸性拍賣，從 269.92 美元/兆瓦/天上漲至 329.17 美元/兆瓦/天。雖然價格肯定更高，但考慮到已知的改革措施和供需基本面，這一價格也在意料之中。本報告探討了目前拍賣價格高企的原因，以及未來市場及週邊地區的預期。

簡介目錄
Product Code: 150394955

Report Summary:

PJM's 2026/2027 Base Residual Auction (BRA) cleared even higher than the previous explosive auction, climbing from $269.92/MW-day to $329.17/MW-day. While certainly higher, known reforms and supply/demand fundamentals made this a more expected outcome. This report dives into the cause of the high price regime the auction currently lives in as well as what to expect in and outside the market in the future.