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capacity market

7 articles

August 29, 2026 4 min read

PJM Bilateral Capacity Contracting: What Buyers Lose

PPL disclosures separate turbine reservations, load agreements and construction. Use those stages without treating them as equipment orders.

pjmcapacity-marketlarge load

Read Analysis DistroForge Research

August 9, 2026 2 min read

Large Load Resource Adequacy: What Six RTOs Told FERC

Six regional proceedings examine large-load service and resource adequacy. Separate proposals from effective tariffs and project requirements.

FERCdata centerslarge load

Read Analysis DistroForge Research

July 29, 2026 14 min read

PJM Large Load Curtailment Rule: What FERC Kept

FERC rejected the PJM large load curtailment rule on Oct. 9, 2026 and kept the Large Load definition and registry. What that means for buyers.

pjmlarge loadcurtailment

Read Analysis DistroForge Research

July 16, 2026 3 min read

PJM Capacity Auction Results: New Generation and Uprates

PJM's 2028/2029 auction cleared about 525 MW UCAP of new generation and uprates, but remained 6,831 MW below its reliability requirement.

pjmcapacity-marketreliability-backstop

Read Analysis DistroForge Research

July 14, 2026 5 min read

PJM 2028/2029 Capacity Auction: The Procurement Read

PJM posts its 2028/2029 capacity auction result July 14 under a ~$325/MW-day collar. Here is what a third straight clear near the ceiling means for equipment buyers.

pjmcapacity-marketdata-centers

Read Analysis DistroForge Research

May 2, 2026 7 min read

PJM at the Inflection: 220 GW Queue, FirstEnergy's Refusal, and the Hull Street Veto

Three PJM market-design moves in six days redraw the procurement map for distribution equipment buyers in the 13-state footprint. What the convergence means for 2026-2028 buying.

PJMFERCcapacity market

Read Analysis DistroForge Research

May 1, 2026 7 min read

PJM Reopens Its Queue: 220 GW Across 800 Projects

PJM's first new interconnection cycle since 2022 brought in 800 projects totaling 220 GW. The procurement implications for substation transformers, switchgear, and protection equipment across 13 states.

PJMinterconnection queuegas generation

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