On June 9, 2021 NAEMA presented Insights Into the 2021 Energy Market, by Julien Dumoulin-Smith from Bank of America Merrill Lynch.
In his presentation, Julien discussed the current political and economic angles to the energy market. He shared his perspectives on numerous topics, such as the current state of nuclear generation, including the outlook for a federal-level PTC and an update on potential Illinois legislation. He also discussed renewable energy market developments and the results of the latest PJM Base Residual Auction. It was fast-paced discussion with many thought-provoking questions from the audience.