Tagged

capacity market

7 articles

August 29, 2026 8 min read

PJM Bilateral Capacity Contracting: What Buyers Lose

PPL's CEO says PJM bilateral capacity contracting, not the auction, will add the generation. What that removes from an equipment demand forecast.

pjmcapacity-marketlarge load

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August 9, 2026 7 min read

Large Load Resource Adequacy: What Six RTOs Told FERC

All six grid operators filed large load resource adequacy reports on July 20. ISO-NE wants data centers to bring their own generation. Here is what each one answered.

FERCdata centerslarge load

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Insider

July 29, 2026 13 min read

PJM Large Load Curtailment Rule: The Gear It Requires

The PJM large load curtailment rule makes curtail on command a condition of connecting. The registry, the telemetry, and the procurement read.

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July 16, 2026 5 min read

PJM Capacity Auction Results: A Cap-Clear, No New Steel

PJM's 2028/2029 capacity auction results clear at the $325/MW-day cap with almost no new supply. The procurement read for equipment buyers.

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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.

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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.

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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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