2025/2026 Base Residual Auction Results

Notes

RTO primary-auction document, audited. Direct market evidence of AI/datacenter load tightening the eastern US grid.

Warrants from this source (2)

• CDCredible 2030 forecasts for US datacenter share of electricity consumption dive… support
  weight

  0.75

  method: direct_measurement · locator: 2025/2026 BRA clearing results

• CDElectricity generation and transmission are near-term bottlenecks for datacente… support
  weight

  0.80

  method: direct_measurement · locator: 2025/2026 BRA clearing-price escalation