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3Q 2025

ERCOT Renewables & BESS Update

In the aftermath of the OBBBA, traders and power marketers have responded by raising prices across the board.

The Post OBBBA Reality

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We help you find and evaluate hedges, so you can focus on what matters most – closing deals and driving renewable energy transformation.

In the aftermath of the OBBBA, traders and power marketers have responded by raising prices across the board. For solar, wind, and BESS, fair value has skyrocketed to 12-month highs. Solar and wind developers, however, have raised their prices by an even larger factor due to increased project development costs and the impending recision of tax incentives. Deal flow continues to suffer as buyer and seller pricing continues to diverge and market expectations are uncertain.

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