PJM

September 23, 2026

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Vistra's 5% Stake and 207 MW Firm PPA Open New Era's 1.4 GW Midland Path

September 21, 2026

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Vegas Won't Sign the $6.4M ERCOT Deal After Lt. Gov. Patrick's Call

September 19, 2026

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PUCT Locks $50K/MW Study Bond Into 16 TAC 25.194, Effective Oct 8

September 16, 2026

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DataBank CEO: Opposition Is Election-Tier as 24-Mo Texas Deals Still Ship

September 3, 2026

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Prosper Zoning Blocks White Rose's $580M on 1,600 Precinct Votes

August 29, 2026

PJM's independent market monitor ties 63% of the 2025/2026 capacity-price jump in its 13-state region to data-center load, about $9.3B recovered from ratepayers in a year, with household bills up 1.5 to 5% this summer.

August 28, 2026

PJM holds 35% of U.S. data center demand; ERCOT is at 15%; Goldman sees regulated MISO at 16% by 2030 on one-counterparty utility control.

August 22, 2026

PJM's five-year strategy, released August 19, names data center load as the growth driver through 2035 but leaves large-load tariff design to a separate FERC Section 206 track.

August 11, 2026

On the Eastern Interconnection, more than 3 GW of data center load dropped off PJM on July 22, 2026 after a single transmission fault near Ashburn, repeating a failure mode NERC investigated when 1.5 GW shed on July 10, 2024.

August 10, 2026

PJM Interconnection saw capacity prices jump from $28.92 per megawatt-day in 2024/25 to $329.17 in 2026/27, a 1,000% increase.

August 8, 2026

PJM accepted 715 projects totaling 201.5 GW into its reformed first-ready first-served queue.

August 1, 2026

PJM's board approved a framework July 27, headed to FERC, that splits "connected" from "firm": new large loads must bring their own capacity or accept curtailment starting June 2027.

July 31, 2026

PJM, operator of the largest US grid, filed two proposals with FERC after its board declared a "critical point" in resource adequacy: it forecasts 70 GW of new large load by 2038 against 15 GW of generation retired since 2022, with its 2028/2029 auction clearing 6.8 GW short.

July 29, 2026

A transmission fault in Northern Virginia last week knocked 3 GW of datacenter load offline in one event, dumping it to diesel backup and spiking PJM voltage.

July 26, 2026

Tom's Hardware reports PJM billed Maryland $2 billion for grid upgrades tied to out-of-state AI load, and Monitoring Analytics attributed a 75.5% power-cost jump in PJM to datacenter demand.

July 23, 2026

Separately, the White House is pressing PJM to reform board governance "before it is too late," a day ahead of a FERC technical conference on the same question.

July 4, 2026

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

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

June 30, 2026

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

June 29, 2026

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

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

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

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

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

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

June 5, 2026

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

June 4, 2026

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

June 2, 2026

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 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.