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Energy’s New Reality: How Today’s Market is Like Fantasy Football

When the Rules Change Overnight 

In fantasy football, nothing throws players off more than when the commissioner changes the scoring system right before draft day. Suddenly, all those mock drafts are useless — your wide receiver heavy strategy won’t work if receptions are suddenly worth half. 

That’s exactly what energy and sustainability (E&S) leaders felt when the One Big Beautiful Bill Act passed. Overnight, the rules of the game shifted. Tax credit deadlines, FEOC supply chain tests, and eligibility cliffs turned existing procurement playbooks upside down. As we explored in our recent webinar — Energy’s New Reality: How to Adapt Your Strategy After the Big Bill — organizations are being forced to adjust their lineups, rethink portfolio balance, and manage risk like never before. 

State of the Market: Reading the Matchups 

Every fantasy week, managers study matchups. Is your WR2 facing a shutdown corner? Is the weather going to kill your QB’s deep ball? Success comes from seeing the bigger picture. 

Energy markets aren’t so different. ERCOT is seeing explosive demand growth and a surge in solar and storage development. PJM and MISO are pricing in capacity at record levels. Nuclear and gas are suddenly back in play. 

The lesson? You can’t just look at renewables in isolation. Just like in fantasy, you don’t set a lineup without scanning the entire league. E&S leaders need to read the whole market landscape to know when to start their studs — or when to sit them. 

What’s Keeping Leaders Up at Night: Injuries and Bye Weeks

Every fantasy season has heartbreak: star players go down, bye weeks stack up, and that “can’t-miss” draft pick turns into a bust. The playoffs can still be reached!

For energy buyers, those curveballs come as policy uncertainty, delayed CODs, or evolving GHG Protocol guidance. Tax credit eligibility might disappear overnight. Transmission congestion is the equivalent of your QB pulling a hamstring mid-game — painful and potentially unavoidable.

The best managers — on the field and in procurement — don’t panic. They hit the waiver wire, explore trades, and shift strategy fast.

Tactics & Strategies: Waiver Wire Moves That Win Seasons

Championships aren’t won or lost on draft day; they’re won in October and November with smart waiver wire moves. Energy is the same.

In our webinar, the message was clear: don’t freeze.

  • Established programs may need to accelerate procurement to stay on pace with net zero goals.
  • New entrants may find it’s too late to go it alone, but they can join a cohort deal (the fantasy equivalent of a committee backfield or co-managing a squad).
  • Emerging buyers — those who scored big on their first PPA — now face tougher decisions. The market isn’t the buyer’s paradise it was; the game has gotten faster.

And just like fantasy football managers use advanced stats to identify hidden gems, teams are turning to Verse’s Aria platform to validate risks, rebalance portfolios, and stop relying on outdated spreadsheets.

The Big Picture: Playoffs Are Coming

At the end of the day, both fantasy football and energy procurement are about the long game. You’ll never predict every injury, every weather game, every upset. But if you adapt your strategy, use the right tools, and stay focused on your goals, you’ll be in position when the playoffs arrive.

And in this market, the playoffs aren’t years away. They’re coming fast.

“Those who adapt quickly and embrace new tools will be the ones still in the playoffs when it counts.”

Missed the live session? Catch the replay of Energy’s New Reality: How to Adapt Your Strategy After the Big Bill. 

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