ISO New England’s Winter Peak Shift
Coverage from Modo Energy, Utility Dive, and others

ISO New England expects electricity demand to rise as heat pumps and electric vehicles expand, although its 2026 forecast is more conservative than earlier projections after changes to federal incentives and adoption assumptions.
The region is moving toward roughly equal summer and winter peaks by 2035, with winter demand increasingly shaped by electric heating, cold-weather conditions, and changing daily load patterns. Behind-the-meter solar and batteries will reduce some peak demand, but the forecast indicates that small batteries have limited winter value when peak timing is difficult to predict.
ISO New England's outlook has become more specific and somewhat more confident: demand is still rising, but the forecast now quantifies about 9% growth by 2035 and puts more emphasis on the timing challenge of roughly equal summer and winter peaks. The updated framing also gives batteries a clearer role in summer shaving while downplaying their winter usefulness.
The story has shifted from a general upward-load forecast to a more specific downgrade in near-term growth expectations, driven by weaker heat pump and EV adoption after policy changes. It also adds clearer detail on winter-peak dynamics and the first modeled inclusion of small behind-the-meter batteries, though their impact remains limited.
