Reports
Noreva’s Reports allow for a deeper dive into the essential context that makes our data useful across multiple strategic timelines, and across diverse market activity. Investors and banks have long valued our insight on opaque markets that require proven expertise, and Reports on the Noreva Hub provide that same level of insight and timely analysis at scale.
June 17, 2026
The Texas Power Boom: New ERCOT Data
While load growth data center interconnection demand has been frontloaded in ERCOT, so have renewable power additions.
Matching more intermittent clean power and fast cycling battery energy storage with highly concentrated and price-insensitive demand for power to fuel AI workflows will have impacts on volatility in ERCOT power pricing.
Improperly managed, a rush to build power and a rush to build data centers would likely trigger greater congestion across the already-strained ERCOT transmission grid and bring back the kind of extreme basis risk between nodes and hubs that characterized ERCOT during the initial years of its renewables buildout.
Noreva models indicate a return to the “bad old days” of extreme congestion and basis risk is unlikely. In recent years basis volatility has remained a factor in the western and southern hubs of ERCOT, even as it has fallen to de minimis levels across the rest of the state.
May 12, 2026
EDAM Launch Day - Full Report
No More Handshake Deals: EDAM, DAME, and the Rewiring of Western Power Markets.
Full report on EDAM's launch that marks the end of the bilateral western power market, bringing centralized day-ahead price formation, new flexibility products via DAME, and a footprint race against Markets+ that will reshape power pricing, fracture the western RA landscape, and pressure REC valuations as curtailment falls and GHG-integrated energy prices absorb more of the clean energy premium.
May 04, 2026
EDAM Launch Day - Briefing
EDAM's launch marks the end of the bilateral western power market, bringing centralized day-ahead price formation, new flexibility products via DAME, and a footprint race against Markets+ that will reshape power pricing, fracture the western RA landscape, and pressure REC valuations as curtailment falls and GHG-integrated energy prices absorb more of the clean energy premium.
Reports
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