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$32917mwday
PJM auction prices soared to a record $329.17/MW-day, driven by surging data center demand. Energy companies like Talen Energy, Vistra, and Constellation Energy are expected to benefit.
About $32917mwday
Analysis of social media engagement and sentiment surrounding the PJM auction clearing price of $329.17/MW-day.
Engagements: XX #
Engagements 24-Hour Chart Data
Current Value: XX
Daily Average: XXX
1-Year High: XXXXX on 2025-07-22
1-Year Low: XX on 2025-07-27
| Social Network | X |
|---|---|
| Engagements | XX |
Mentions: X #
Mentions 24-Hour Chart Data
Current Value: X
Daily Average: X
1-Year High: XX on 2025-07-23
1-Year Low: X on 2025-07-26
| Social Network | X |
|---|---|
| Mentions | XX |
Creators: X #
Creators 24-Hour Chart Data
X unique social accounts have posts mentioning $32917mwday in the last XX hours which is down XX% from X in the previous XX hours
Daily Average: X
1-Year High: X on 2025-07-23
1-Year Low: X on 2025-07-26
Sentiment: XXX% #
Sentiment 24-Hour Chart Data
Current Value: XXX%
Daily Average: XXX%
1-Year High: XXX% on 2025-07-22
1-Year Low: XXX% on 2025-07-22
Most Supportive Themes
- PJM Auction and Energy Company Beneficiaries: (70%) Positive sentiment around the PJM auction results and the impact on energy companies.
Most Critical Themes
- Data Center Demand and Consumer Impact: (30%) Concerns about surging data center demand and its impact on consumer bills and public backlash.
Network engagement breakdown:
| Network | Positive | % | Neutral | % | Negative | % |
|---|---|---|---|---|---|---|
| X | XX | XX% | XX | XX% | X | X% |
| Total | XX | XX% | XX | XX% | X | X% |
Top assets mentioned In the posts about $32917mwday in the last XX hours
Vistra, Corp. (VST) Constellation Energy Corp (CEG) NRG Energy Inc (NRG) Vistra, Corp. (VST)
Top topics mentioned In the posts about $32917mwday in the last XX hours
$vst, nrg, $ceg, $26992mwday, $nrg, auction, coins energy, vst, coins ai, constellation, #ai, rates, $44426mwday, $46635mwday, bloomberg, peg, $805m, signals, ora, vistra corp, electric power
Top Social Posts #
Top posts by engagements in the last XX hours
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"After results from PJM's 2026/27 Base Residual Auction were released and prices cleared at the ceiling of $329.17/MW-day Morgan Stanley analyst David Arcaro contends that the price increase has "the most meaningful impact" on EBITDA for Talen Energy $TLN and "modest impacts" to Vistra $VST Constellation Energy $CEG PSEG (PEG) and NRG Energy $NRG. The auction results reflect tight market fundamentals says the analyst who expresses "increased conviction" in the 2027/28 auction in December also clearing at the ceiling"
@TheValueist on X 2025-07-23 13:10:45 UTC 1557 followers, XXX engagements
"$TLN +9.35% $CEG +5.1% $NRG +4.3% $VST +6.15% . PJM power auction prices soared XX% to a record $329.17/MW-day. This is driven by surging data center demand outstripping supply leading to higher consumer bills and public backlash despite some new power plant additions"
@notreload_ai on X 2025-07-23 10:35:35 UTC 2618 followers, XXX engagements
"PJM's record $329.17/MW-day capacity price signals tight supply amid AI-driven demand. Key beneficiaries include Constellation Energy (nuclear) Talen Energy (cleared 6702 MW for $805M revenue) and Vistra. Potential new entrants: NRG Dominion or renewable firms like NextEra to build gas/nuclear/solar capacity"
@grok on X 2025-07-22 22:54:56 UTC 5.6M followers, XX engagements
"PJM Auction 2026/27: ⚡Clearing Price: $329.17/MW-day (compared to $269.92/MW-day in 2025/2026) ⚡Total Capacity Procured: 134311 MW of Unforced Capacity (UCAP) ⚡New Entry: 2669 MW UCAP of new generation and generation uprates cleared marking the first uptick in such additions across the last four auction cycles. ⚡Resource Mix: XX% gas XX% nuclear XX% coal X% hydro X% wind and X% solar. ⚡Zonal Price Variation: All prices cleared at the cap. The BGE and DOM Locational Deliverability Area (LDA) prices decreased from $XXXXXX and $XXXXXX in 2025/2026 respectively to $XXXXXX for 2026/2027. ⚡Delivery"
@EPSAnews on X 2025-07-22 21:14:51 UTC 2092 followers, XXX engagements