
Electricity retailers are entering a new era defined by rising customer expectations, rapid electrification, and increasingly weather-driven markets. This report explores the landscape ahead and outlines the foundational capabilities retailers will need to stay competitive, resilient, and prepared for future demand.

As electrification accelerates and customers adopt new technologies like EVs, heat pumps, and distributed energy resources, retail electricity providers are entering a period of rapidly evolving demand. Rising weather sensitivity, shifting load profiles, and growing competitive pressure are pushing retailers to rethink how they plan, price, and manage risk. This report offers a high-level look at the emerging trends shaping the future of retail energy and outlines the foundational capabilities retailers will need to stay resilient in a more dynamic and customer-driven market.
In this paper, we examine the four biggest drivers of volatility in the market including:
1) the increase of extreme weather events and the new winter peak
2) the complexity of scaling solar
3) the proliferation of power storage and
4) EVs as a moving target