grid planning

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    Commentary

    The New Large-Load Compact

    Why AI Data Centers Can No Longer Be Treated as Passive Customers For decades, even very large electric customers fit inside a familiar planning model. A factory, refinery, industrial campus, hospital complex, hospital system, or manufacturing facility requested service. The utility studied the load, identified required facilities, assigned costs, and folded the demand into its […]

  • PJM 2026 Long-Term Load Forecast: Summer and Winter Peak Outlook. PJM’s updated 2026 load forecast suggests near-term peak demand will be modestly lower than its 2025 outlook, though peak demand will sharply rise over the long term. Source: PJM Interconnection, 2026 Long-Term Load Forecast Report (January 2026).
    Trends

    PJM Dials Back Near-Term Load Outlook but Maintains Steep Long-Term Growth Trajectory

    PJM Interconnection has trimmed its near-term peak-demand projections in its updated 20-year load forecast, citing tighter vetting of large-load adjustment requests and revised electric-vehicle (EV) and economic assumptions. The grid operator, however, reaffirmed expectations for significant long-term growth driven by data centers and broader electrification. In its 2026 Long-Term Load Forecast, issued on Jan. 14, PJM […]