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Analysis from Luminary Energy on NYISO, capacity markets, grid reliability, market intelligence, policy, and the forces shaping Northeast power markets.

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Energy Markets - Aug 19, 2026

NYISO Selects Five Scenarios for the 2026 Reliability Needs Assessment

The NYISO selected five scenarios for the 2026 RNA, plus ten informational sensitivities. All scenario results are informational this cycle.

By Luminary EnergyPublished Aug 19, 20265 min read

NYISOReliability

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Energy Markets - Aug 19, 2026

NYISO Q2 2026 STAR: Danskammer Retained, Lower Hudson Valley Solicitation Issued

NYISO's Q2 2026 STAR requires Danskammer 1-4 to remain in service, and an August solicitation seeks solutions to a Lower Hudson Valley reliability need emerging in 2029.

By Luminary EnergyPublished Aug 19, 20268 min read

NYISOReliability

Energy Markets - Jul 20, 2026

NYISO Delivers Interim Recommendations for the ICAP Demand Curve Reset Process and Methodology Improvements Project

NYISO outlined interim recommendations on proxy unit inputs, annual financial parameter updates, and possible changes to ICAP demand curve design ahead of an August concept proposal.

By Luminary EnergyPublished Jul 20, 20265 min read

NYISOICAP

NYISO Regulatory Markets - Jun 22, 2026

Potomac Economics Releases the 2025 State of the NYISO Market Report

Luminary Energy reviews Potomac Economics' 2025 State of the NYISO Market Report, including market performance, capacity reforms, large loads, and reliability signals.

By Luminary EnergyPublished Jun 22, 20266 min read

NYISOMarket Monitoring

A complex network of power lines and pylons silhouetted against the sky. — Photo: Andy Lee / Pexels.

Energy Markets - Jun 1, 2026

NYISO Outlines Initial Recommendations for ICAP Demand Curve Reset Process and Methodology Improvements

A look at NYISO's initial recommendations for the ICAP Demand Curve Reset process, methodology improvements, and capacity market design timeline.

By Luminary EnergyPublished Jun 1, 20264 min read

NYISODemand Curve Reset

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Drop the Mic - May 29, 2026

Drop the Mic Episode 1

Mike DeSocio and Ray Stalter launch Drop the Mic with a look at NYISO reliability, STAR report highlights, and energy market issues shaping 2026.

By Luminary EnergyPublished May 29, 20261 min read

Drop the MicPodcast

Mike DeSocio, Founder and CEO of Luminary Energy. — Photo: Luminary Energy.

Drop the Mic - May 22, 2026

Spotlight: Meet Mike DeSocio

Get to know Luminary Energy founder Mike DeSocio, his NYISO experience, why he built Luminary, and the perspective behind the firm's Northeast market work.

By Luminary EnergyPublished May 22, 20261 min read

Drop the MicLuminary Employee Spotlight

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Energy Markets - May 15, 2026

NYISO Releases Summer 2026 Capacity Assessment

Luminary Energy reviews NYISO's Summer 2026 Capacity Assessment, CHPE timing, tight margins, and implications for New York City capacity markets.

By Luminary EnergyPublished May 15, 20263 min read

NYISOCapacity Markets

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Energy Markets - May 7, 2026

2026 NYISO Gold Book: Tighter Margins as the System Leans on Retained Retirements

Luminary Energy reviews the 2026 NYISO Gold Book, tighter reliability margins, retained retirements, and capacity market signals shaping New York's grid.

By Luminary EnergyPublished May 7, 20266 min read

NYISOGold Book

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Energy Markets - Apr 16, 2026

NYISO Releases Q1 2026 STAR and Q3 2025 Short-Term Reliability Process Report

Luminary Energy reviews NYISO's Q1 2026 STAR and Q3 2025 Short-Term Reliability Process Report, including selected solutions and emerging needs.

By Luminary EnergyPublished Apr 16, 20267 min read

NYISOReliability

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Energy Markets - Apr 10, 2026

New York City Faces a Potential Capacity Shortfall This Summer. Here's What You Need to Know.

Luminary Energy explains NYISO's potential New York City capacity shortfall for Summer 2026 and what CHPE timing means for ICAP market participants.

By Luminary EnergyPublished Apr 10, 20264 min read

NYISONew York City

Black and white transmission towers and power lines reaching into the sky. — Photo: Ravi Kant / Pexels.

Energy Markets - Mar 13, 2026

Q4 2025 STAR Report: New York's Reliability Landscape Heading into 2026

Luminary Energy reviews NYISO's Q4 2025 STAR report, New York reliability needs, generator retirements, transmission updates, and market implications.

By Luminary EnergyPublished Mar 13, 20266 min read

NYISOReliability

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Powering Forward - Jun 25, 2025

Powering Forward: Luminary Energy Expands with Deep Expertise and Regional Reach

Luminary Energy shares its expanded team, Northeast market expertise, and mission to support energy market participants with practical strategic insight.

By Michael DeSocioPublished Jun 25, 20252 min read

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