pjm
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Commentary
Evolving Technologies, Outdated Regulations Impact Mid-Atlantic Generation Permitting
Energy-generation permitting in the Mid-Atlantic continues to evolve in 2026 not through wholesale deregulation or uniform acceleration, but through procedural and permitting reform and the potential allocation of generation development authority to public utilities. States are enacting these changes to meet the reality of reliability concerns, transmission constraints, large load-growth, and to address frequent obstruction of energy projects by local government.
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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 […]
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Energy Storage
Elevate Renewables Acquires Major Battery Storage Project in PJM
A Massachusetts-based energy group that owns and operates energy storage and hybrid power generation assets said it has acquired the largest standalone battery storage project in the PJM Interconnection.
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Trends
Vistra to Bolster Gas-Fired Fleet by 5.5 GW with $4B Cogentrix Acquisition
Vistra Corp. has executed definitive agreements to acquire Cogentrix Energy, a portfolio company of Quantum Capital Group, in a $4 billion transaction that will expand its generation footprint across the PJM Interconnection, ISO New England, and the Electric Reliability Council of Texas (ERCOT). Announced on Jan. 5, 2026, the acquisition includes 10 modern natural gas […]
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Data Centers
Data Centers and the Grid: Key Insights from POWER’s Inaugural Data Center POWER eXchange Summit
POWER breaks down the top insights from Data Center POWER eXchange, its unique one-day summit curated by POWER’s editorial team and convened to examine the collision between accelerating data center load and tightening grid constraints. The rise of artificial intelligence is poised to create the fastest, largest, and most concentrated surge of electricity demand in […]
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Energy Security
Winter Reliability Concerns Spur Fresh DOE Intervention for PJM, MISO
The Department of Energy (DOE) extended its run of federal grid interventions into winter over the past week, issuing a Section 202(c) emergency order on Nov. 18 for Consumers Energy’s 1,420-MW J.H. Campbell coal plant in Michigan and another on Nov. 25 for Constellation’s 760-MW Eddystone Units 3 and 4 in southeastern Pennsylvania in a […]
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Energy Security
NERC: Winter Grid Reliability at Risk Amid Soaring Demand, Fuel Supply Gaps
In its recently released Winter Reliability Assessment, the North American Electric Reliability Corporation (NERC) found that while resources are adequate for normal winter peak demand, large swaths of North America face an elevated risk of electricity shortfalls during prolonged, wide-area cold snaps. Noting that four severe Arctic storms have swept across much of the continent since […]
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Gas
Blackstone Investing $1.2 Billion for 600-MW Gas-Fired Plant in West Virginia
Global investment group and asset manager Blackstone said it will support construction of a 600-MW combined-cycle natural gas-fired power plant in West Virginia. The Wolf Summit Energy facility, which will feature GE Vernova equipment, is affiliated with Old Dominion Electric Cooperative, which serves about 1.5 million customers across three states.
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Legal & Regulatory
Federal Grid Interventions Enter a Second Phase as DOE Extends Emergency Orders
The Trump administration’s unprecedented use of emergency grid authorities entered a second phase in August 2025, as the Department of Energy (DOE) extended three critical reliability orders. The measures signal that this year’s historic string of federal interventions—staked in Section 202(c) of the Federal Power Act—are likely to continue beyond the traditional summer peak and […]
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Markets
PJM’s Record-High Capacity Prices Spark Sector Reckoning as Market Signals, Policy Battles Intensify
Capacity prices in PJM Interconnection’s latest auction spiked to the market’s price ceiling, hitting $329.17/MW-day across the board for the 2026/2027 delivery year—the maximum allowed under new Federal Energy Regulatory Commission (FERC) rules. The regional transmission organization’s (RTO’s) competitive Base Residual Auction (BRA), conducted on July 9, 2025, and released on July 22, secured 134,311 […]
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Data Centers
PPL, Blackstone Launch Major Gas-Fired Generation Venture Targeting Data Center Surge in Pennsylvania
PPL Corp. and investment giant Blackstone Infrastructure have formed a joint venture to build, own, and operate natural gas combined-cycle generation plants in Pennsylvania specifically designed to serve data center loads through long-term energy service agreements (ESAs). The partnership, unveiled at the Pennsylvania Energy and Innovation Summit in Pittsburgh on July 15, represents a strategic […]
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Renewables
Google Signs Deal with Brookfield for 3 GW of Hydropower Capacity
Technology giant Google announced the company will buy as much as 3 GW of hydropower generation capacity from Brookfield Renewable, an affiliate of Brookfield Asset Management. The companies on July 15 said the deal is a “hydro framework agreement” that will support Google’s goal of having data centers and other operations run continuously on carbon-free power.
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Press Releases
Agilitas Energy Acquires Hydropower Assets in PJM Territory
Renewable energy developer and project operator Agilitas Energy announced it the company has acquired two late-stage hydropower development projects from Advanced Hydro Solutions. Agilitas on June 24 said the 30-MW Tygart Hydropower Project in Grafton, West Virginia, and the 14-MW Jennings Randolph Hydropower Project in Garrett County, Maryland, represent Agilitas Energy’s first hydropower assets. It […]
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Trends
PJM Taps Google and Tapestry to Use AI for Grid Interconnection Planning
PJM, the largest grid operator in North America, has launched a multiyear partnership with tech giant Google and its Alphabet X moonshot Tapestry to streamline PJM’s grid interconnection process using artificial intelligence (AI) tools. The companies said the effort could significantly improve planning and decision-making as grid pressures intensify. Under the initiative, announced on April […]
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Legal & Regulatory
Nation’s Power Operators Warn Congress of a Coming Reliability Shortfall
Seven major U.S. grid operators have raised a unified alarm about an impending capacity crunch, warning that the pace and scale of explosive demand—including from data centers, manufacturing, and electrification—pose a precarious misalignment with accelerating generator retirements and transmission constraints. At a March 25 hearing before the House Energy and Commerce Subcommittee on Energy, the […]
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Commentary
Nuclear-Powered Data Centers—What U.S. Developers Need to Know
Recognizing their desirable attributes and long-term potential to meet data center demands for power, several technology companies have announced their intention to team up with nuclear developers. At the same time, three companies with shuttered nuclear plants have notified the U.S. Nuclear Regulatory Commission of their plans to restart those facilities, which were closed for economic reasons.
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Markets
PJM Market Challenges Demand Bold Reforms, Experts Warn
Energy experts have called for bold reforms—from transmission planning to permitting streamlining and faster interconnection approvals—to prevent further volatility and ensure PJM Interconnection meets its reliability mandate without disproportionately burdening consumers. During a March 19 webinar hosted by Advanced Energy United—a trade group that advocates for policies supporting the transition to 100% clean energy—industry experts […]
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Gas
LS Power Adding Gas-Fired Capacity as Part of PJM Initiative
LS Power, a development, investment, and operating company focused on the North American power and energy infrastructure sector, on March 14 announced it has applied to build about 700 MW of new generation supply as part of PJM’s Reliability Resource Initiative (RRI), which is designed to expedite connecting shovel-ready, high-reliability projects to the grid.
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Gas
Maryland Officials Support Gas Plants Among Cleaner Forms of Generation
Maryland lawmakers have introduced a bill in the state legislature that sponsors say would provide an easier path to build new power plants, including natural gas-fired facilities, and lower utility bills for ratepayers as part of the process.
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Coal
Canada Bitcoin Miner Acquiring Two Pennsylvania Coal Plants
A Canada-based crypto mining company is acquiring two Pennsylvania coal-fired power plants as part of its purchase of a digital mining group.
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Gas
NRG, GE Vernova, Kiewit Have Plan to Build Four New Gas-Fired Power Plants
NRG Energy is joining with GE Vernova and Kiewit Corp. in a plan to build four new natural gas-fired power plants. The companies on Feb. 26 said the venture is designed to help supply the energy-intensive data center and artificial intelligence sector. “The accelerating demand for electricity in part due to GenAI [generative artificial intelligence] […]
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Commentary
Five Trends Shaping the Future of Demand Response in 2025
The energy grid is confronting unprecedented challenges, including surging demand, aging infrastructure, and the increasing frequency of extreme weather events. A deep freeze across the East Coast recently generated an all-time winter high demand on the PJM grid, while Texas and Florida dealt with a rare snowstorm. Demand response has emerged as a proven and […]
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Energy Security
Talen, PJM Reach Agreement to Keep 2 GW of Coal, Oil Generation Online for Reliability in Maryland
Talen Energy has reached an agreement with PJM Interconnection, the Maryland Public Service Commission, Maryland electric utilities, consumer representatives, and the Sierra Club to extend operations at its 1.3-GW coal-fired Brandon Shores power plant and 774-MW oil-fired H.A. Wagner units until May 31, 2029, under a reliability-must-run (RMR) contract. If approved by the Federal Energy […]
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Legal & Regulatory
PJM, Facing Capacity Shortage as Early as 2026/2027 Delivery Year, Agrees to Lower Auction Price Cap
PJM Interconnection and Pennsylvania Governor Josh Shapiro have settled a lawsuit over PJM’s capacity market pricing, agreeing to lower the grid operator’s auction price cap from over $500/MW-day to $325/MW-day. The move comes as PJM acknowledges a capacity shortage could affect its system as early as the 2026/2027 delivery year. The agreement announced on Jan. […]
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Coal
Coal-Fired Delaware Plant Will Close Two Years Early
Officials with PJM Interconnection said a coal-fired power unit in Delaware can be closed two years ahead of schedule. The grid operator this month announced the Indian River Unit 4, a 411-MW generator in southern Delaware owned by NRG, can be taken offline without negative impacts to power reliability. The Indian River plant, located in […]
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Legal & Regulatory
DOE Advances Three Potential NIETCs—High-Priority National Electric Transmission Corridors
The U.S. Department of Energy (DOE) has advanced three potential National Interest Electric Transmission Corridors (NIETCs) into Phase 3 of its designation process, focusing on areas with critical transmission constraints to enhance grid reliability and reduce consumer costs. The measure is historic—given no NIETCs currently exist despite a decades-long effort to establish them—and it marks […]
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Trends
THE BIG PICTURE: How Much Power Will Data Centers Consume? (Infographic)
Driven by artificial intelligence (AI), cloud computing, and the digital transformation, U.S. data centers consumed an estimated 150 TWh of electricity in 2023—equivalent to around 3% of the nation’s power demand. Globally, data center demand hovered at 340 TWh in 2023—about 1.3% of worldwide electricity use. Multiple sources project this demand will surge dramatically through […]
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Commentary
Hotly Contested Dispute Over Co-Located Loads Is Primed for FERC Action
Federal regulation of customer loads located next to existing power generating facilities, referred to as “co-located loads,” have become a significant area of interest for the electric industry. Large industrial loads have taken an interest in this configuration because it promises a faster, streamlined pathway to interconnecting to the grid and meeting their power supply […]
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Trends
FERC Blocks PJM Proposal to Expand Amazon Data Center Load at Susquehanna Nuclear Plant
The Federal Energy Regulatory Commission (FERC) has rejected an amended interconnection agreement that would have supported expanded co-located load at an Amazon Web Services (AWS) data center connected to the 2,520–MWe Susquehanna nuclear power plant in Pennsylvania, citing grid reliability and cost fairness concerns. FERC on Nov. 1 voted 2–1, with Commissioners Mark Christie and […]
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Trends
Power and Data Center Sectors Join Forces to Resolve Mounting Electricity Demand Uncertainties
The Electric Power Research Institute (EPRI) has launched an ambitious new initiative alongside power companies, grid operators, and several tech giants to establish five to 10 “flexibility hubs” that will demonstrate how data centers can be leveraged as flexible grid resources starting in the first half of 2025. EPRI’s three-year Data Center Flexible Load Initiative […]