PJM

July 4, 2026

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Abbott Hardens His Terms. The 2027 Legislature Holds the Pen.

On June 30, Energy Secretary Chris Wright invoked Section 202(c) to let PJM push large loads onto backup generation during a heat event forecast to peak near 166,304 MW, above the 2006 record.

July 3, 2026

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Shared Interconnection Buys Speed. Disciplined Developers Already Underwrite the Curtailment.

PJM deployed its curtailment power June 30: operators without co-located generation get cut first during heat emergencies.

June 30, 2026

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Home-Rule Authority Faces Its First Real Test in San Marcos

FERC, ERCOT, PJM, and Southwest Power Pool are converging on commitment-first planning to strip speculative megawatts out of forecasts.

June 29, 2026

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Washington Set the Deadline. Texas Already Wrote the Playbook.

The order lands as ERCOT, PJM, and the Southwest Power Pool converge on "commitment-first" planning to separate real demand from speculative megawatts.

June 26, 2026

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Five Tests Now Separate Real Load From Speculation in Texas

ICF projects 21% demand growth by 2030, but reserve margins in ERCOT and PJM are already gone, and Rob Gramlich of Grid Strategies calls it plainly a grid delivery problem.

June 24, 2026

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Reeves County Banks 6,000 Jobs as the Behind-the-Meter Model Scales

PJM is now studying ERCOT's design, weighing a Path C energy-market tilt as it processes demand against capacity, and FERC voted unanimously to speed large-load interconnection while making data centers cover their own upgrade costs.

June 21, 2026

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Cost-Causation Is Here. Generation-First Siting Wins the 226 GW Queue.

FERC's June 18 Section 206 orders give PJM, MISO, SPP, CAISO, ISO-NE, and NYISO 60 days to justify or reform large-load pricing and 30 days to file reliability reports.

June 19, 2026

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Site Control Now Beats a Press Release in ERCOT's Queue

FERC issued six show-cause orders Thursday directing PJM, MISO, Southwest Power Pool, CAISO, ISO New England, and NYISO to justify or rewrite large-load tariffs within 60 days and file resource adequacy reports within 30.

June 16, 2026

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Developers Foot 100% of the Wire. Ratepayers Get the Discount.

PJM needs eight years to bring new capacity online, per RMI.

June 5, 2026

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Meitner Sets the Panhandle Playbook: Own the Generation, Fund the Watershed

PJM wholesale prices jumped 76% in Q1 and capacity costs rose nearly 400%, per the LA Times.

June 4, 2026

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Monterey Park Bans Datacenters by Ballot. Texas Cities Write Rules Instead.

PJM's independent market monitor reports datacenter growth has added more than $23 billion to capacity market costs since 2025

June 2, 2026

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Ride-Through Becomes the New Phase I Discipline for Texas Sites

The Southwest Power Pool already runs similar rules and PJM is watching.

May 17, 2026

PJM wholesale prices jumped to $136.53/MWh in Q1 2026 from $77.78/MWh a year prior, with capacity costs up 398%.

April 20, 2026

Maine's 18-month moratorium on AI data centers above 20 MW awaits Gov. Mills's signature, New Jersey's S680 would impose hourly clean-power matching if a PJM majority adopts the same rule, and Nassau County, Florida votes on a 12-month moratorium May 11 and June 8.

April 19, 2026

Meanwhile PJM is proposing 14.9 GW of new generation matched to data center buyers through bilateral contracts, and Xcel Energy and ATC have asked FERC to pause competitive transmission bidding to accelerate timelines.

April 18, 2026

PJM's December 2025 capacity auction cleared at the $333.44/MW-day administrative ceiling after missing its reliability requirement by 6,623 MW, and the 128-week lead time on specialized transformers can't be solved with capex.

April 17, 2026

PJM awarded the project to address west-to-east power flow constraints.

April 6, 2026

Pennsylvania's DEP issued a Request for Information on March 28 seeking large-scale generation and battery storage projects eligible for PJM's new Expedited Interconnection Track, which opens by August 2026 and can deliver Generator Interconnection Agreements within ten months.

April 1, 2026

PJM's capacity auction cleared gas at roughly 800% price increases over two cycles, hitting the $329.17/MW-day cap.

March 20, 2026

ERCOT and PJM utilities account for 72% of committed large loads, and queue times stretch beyond five years in many regions.

March 17, 2026

SB 253's cost-shifting mechanism, subject to State Corporation Commission approval, will directly hit operator economics in PJM's most concentrated datacenter market.

March 14, 2026

Spotlight PA reports potential state tax revenue losses of $2 billion and an 800% increase in PJM power costs.

March 13, 2026

PJM has paused new project reviews in Northern Virginia's Data Center Alley until next year.

March 9, 2026

Watch ERCOT, PJM, and state PUC proceedings for actual tariff language; the pledge itself changes nothing operationally.

March 6, 2026

The company holds 4 GW of pre-permitted sites across ERCOT, SPP, PJM, and MISO, and says off-takers for green hydrogen simply wouldn't commit.

March 4, 2026

But the pledge lacks operational details, compliance frameworks, or binding regulatory language, leaving execution dependent on FERC, PJM, and state permitting regimes that don't yet have rules to match the rhetoric.

March 2, 2026

Jerome Township outside Columbus became the first U.S. locality to impose a moratorium, and Ohio's PJM territory saw wholesale capacity prices spike 22% in July, translating to a projected $16 monthly increase for average residential customers.

February 27, 2026

In Adams County, Ohio, AES Ohio disclosed to PJM a 1,300 MW datacenter load request near the Stuart Substation with phased energization starting 2028.

February 25, 2026

The U.S. Department of Energy issued an emergency order authorizing Duke Energy, PJM, and ERCOT to compel data centers to switch to backup generators.

February 22, 2026

PJM wants authority to charge datacenters for reserved capacity "whether they show up and use the power or not."

February 8, 2026

PJM Interconnection faces a potential 60GW power shortfall over the next decade driven by datacenter demand, while a Synapse Energy Economics study quantifies the stakes at $178 billion: that's the cumulative cost difference through 2035 between accelerating renewables deployment and maintaining the status quo across the 13-state RTO serving 65 million people.