CURRENT / U.S. RENEWABLES

Renewables, in focus.

The cost of capital, the supply chain, and the grid.

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COST OF CAPITAL

Financing conditions

OVERNIGHT BENCHMARK

SOFR

1Y
——
Overnight fixing · last year of daily observations
Overnight SOFR

Daily overnight fixing published by the New York Fed.

U.S. TREASURY

10-year Treasury yield

CURVE
——
Headline: 10-year yield · chart: par yields by maturity
Latest1 month earlier

Maturity categories are equally spaced · yields in percent.

SOFR swap rates

SNAPSHOT
Indicative mids · published quotes in %
Tenor27 Oct1W ago1M ago1Y ago
1 month3.93%3.93%3.90%3.98%
3 months4.06%4.06%4.07%3.84%
1 year4.36%4.40%4.44%3.56%
2 years4.53%4.57%4.65%3.31%
5 years4.55%4.65%4.73%3.28%
10 years4.60%4.75%4.80%3.56%
15 years4.70%4.87%4.89%3.78%
20 years4.74%4.92%4.92%3.88%
30 years4.66%4.84%4.83%3.86%
Oct 27, 2026 · 19:00 LondonBlueGamma ↗
BATTERY SUPPLY CHAIN

Lithium carbonate

1Y
100,050 CNY/t+26.41%over 1 year
Battery grade · 99.5% Li₂CO₃ · China
One-year lithium carbonate chart from Trading Economics. Captured October 28, 2026; last price CNY 100,050 per tonne, up 26.41% over one year.

One-year source chart · fixed snapshot captured Oct 28, 2026.

Snapshot · Oct 28, 2026Trading Economics ↗
POWER PRICE DRIVER

Henry Hub natural gas

1Y
——
Weekly spot-price averages · USD / MMBtu

Latest 52 reported weekly averages, dated by week ending.

CALIFORNIA GRID

CAISO · today

Today’s source data, Pacific time.

LOCATIONAL MARGINAL PRICE

CAISO NP15

TODAY
—Real time
NP15 trading hub · day ahead vs. real time · $/MWh

Hourly day-ahead schedules and five-minute real-time prices.

SUPPLY BY RESOURCE

Fuel mix & storage

TODAY
—Net supply
Includes imports & storage · signed supply in MW

Negative battery values indicate charging. Future intervals stay blank.

Data directly from CAISO OASIS and Today’s Outlook. Refresh always checks today. Source observation times may differ.