by Emma Marjollet, Customer Success Manager, REsurety
Owen Glubiak (VP, Market Development, REsurety Markets) introduces CleanTrade, a CFTC-registered platform, at our February 5th collaborative webinar with S&P Global Energy.
The US clean energy market has reached a critical maturity point, with upwards of 350 GW of operational capacity. However, this growth is colliding with extreme price volatility and policy uncertainty.
To meet this moment, S&P Global Energy Platts has partnered with REsurety to provide daily price assessments powered by CleanTrade transaction data, providing the real-time transparency necessary to navigate today’s market complexity.
We kicked things off with a webinar detailing how this can be transformative for the industry, where S&P Global Energy’s Associate Director of Price Reporting Annalisa Jeffries put it best: “In today’s volatile market, you can no longer ‘set it and forget it.’ Transparent, daily price signals are the only way for buyers and developers to accurately price risk amid shifting policy and congestion.”
While corporate procurement continues to accelerate at a 30% CAGR, the industry is hampered by “pre-2000s” workflows – think fragmented emails, opaque pricing– that lead to capital slippage and nine-month deal cycles. The central takeaway from our discussion is clear: to sustain momentum, the industry must transition from manual deal-making to a more transparent, data-driven transaction infrastructure that meets the market where it is today.
What we learned:
Policy Pressures & the ‘Construction Cliff’:
Shifting federal policies are fundamentally altering clean energy project economics. The OBBB (One Big Beautiful Bill) deadline of July 4, 2026, is a primary pressure point, requiring projects to commence physical construction to qualify for full tax credits. This “safe-harbor” race injects timing risk and forces developers to negotiate Power Purchase Agreements (PPAs) after making major CAPEX decisions.
Surging Demand vs. Supply-Side Headwinds:
Massive demand from AI and data centers is reshaping PPA volumes, with hyperscalers leading multi-GW procurements. “In 2025, 80% of the corporate procurement in terms of volumes that were announced were actually from hyperscalers—in particular, the four largest hyperscalers,” noted Bruno Brunetti, Head of Renewable Revenue Streams at S&P Global Energy Horizons. Conversely, supply is hampered by transmission congestion and interconnection queues. While solar and Battery Energy Storage Systems (BESS) are surging, onshore wind outlooks have weakened due to local opposition and early tax credit sunsetting.
The Rising Cost of De-Risking:
PPA prices are trending upward across all ISOs. Developers are now factoring in a $2-3/MWh premium to comply with Foreign Entity of Concern (FEOC) rules and new tariffs as they de-risk their supply chains. In active markets like ERCOT, solar as-generated hedge prices have seen a $10/MWh
year-over-year increase.
The Rise of Short-Term PPAs:
As more projects roll off their original contracts from the early 2010s era, many developers are left holding financial risk from merchant capacity. Combined with the surging demand from the buying community, 1-5 year PPAs for operational projects have become an increasingly effective tool.
Digital Trading, meet Renewables:
Developers, traders, and corporate buyers require a 21st century risk management tool to separate the ‘signal’ from the ‘noise’ to meet their goals. To support this, S&P Global Energy Platts has partnered with REsurety to provide daily price assessments powered by CleanTrade—the first and only CFTC-registered Swap Execution Facility (SEF) for as-generated clean energy. Additionally, this shift provides the real-time, verifiable data needed to move beyond the “Rolodex” era of trading.
It’s clear the clean energy market has reached a tipping point where speed must meet the scale, and CleanTrade by REsurety is the solution.
Watch Full Replay of Webinar Today:
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