17 December 2025 | 6:26PM EST Commodities Research Power Comment: Record Highs for US Data Center Growth and PJM Power Prices Hongcen Wei +1(212)934-4691 | hongcen.wei@gs.com Goldman Sachs & Co. LLC Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Source: Aterio, Goldman Sachs Global Investment Research Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC 1 A PJM power generation capacity auction price is the uniform rate all selected power providers get p ...

Most US Regional Markets Remaining Critically Tight Through 2030 13 August 2025 | 6:00AM EDT Power Analyst +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Hongcen Wei +1(212)934-4691 | hongcen.wei@gs.com Goldman Sachs & Co. LLC Daan Struyven Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Ap ...