PJM

May 17, 2026

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Hill County Wants State Rules. Smart Developers Will Help Write Them.

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

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Hyperscalers Stop Waiting on the Grid as ERCOT Stares at 218 GW

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

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Anchored Offtake Wins the Queue. Speculation Gets Repriced.

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

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Self-Supply Developers Set Their Own Clock. The Rest Wait 128 Weeks.

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

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Behind-the-Meter Gas: 56 GW of Proof the Grid Isn't the Plan

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

April 6, 2026

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When Military Strikes Take Down Cloud Regions, Location Becomes Strategy

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

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Utilities Waited. SoftBank, Google, and the Army Didn't.

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.