Tagged

PJM

18 articles

September 9, 2026 9 min read

Pennsylvania Data Center Executive Order 2026-05 Decoded

Pennsylvania data center executive order 2026-05 closes the permit fast lane and names both PJM cost dockets. The procurement read for equipment buyers.

pennsylvaniadata-centerslarge-load

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September 4, 2026 7 min read

FERC MISO Tranche 2.1 Cost Recovery PJM: No Bid Required

FERC approved MISO Tranche 2.1 cost recovery for PJM-side facilities in docket ER26-1538. Five named utilities build the work, with no competitive solicitation.

FERCMISOPJM

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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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August 8, 2026 7 min read

Section 202(c) Must-Run Orders Defer Seven Retirements

Seven plants sit under rolling Section 202(c) must-run orders deferring retirement. The renewal dates are public, and the first one falls August 16.

Section 202(c)DOE emergency ordermust-run

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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.

pjmlarge loadcurtailment

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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.

pjmcapacity-marketreliability-backstop

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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.

pjmcapacity-marketdata-centers

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June 14, 2026 5 min read

Who Pays for Data Center Grid Upgrades? FERC's June 18 Decision Will Set the Answer

FERC votes June 18 on data center grid upgrade costs. The RM26-4 ruling follows three coordinated industry moves in 60 days. Here is what to watch.

FERCdata centerscost allocation

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June 13, 2026 5 min read

Three Signals Compressing Equipment Procurement Before July 4

Three June 2026 regulatory decisions are compressing equipment procurement timelines simultaneously. Here is what to watch before the July 4 IRA credit deadline.

procurement timelinesFERCPJM

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May 22, 2026 7 min read

DOE PJM Data Center Curtailment Order: Procurement Impact

DOE granted PJM authority to curtail data centers before rolling blackouts. Procurement impact for backup power and switchgear.

DOE PJM data center curtailment orderPJM emergency curtailment data centersDOE order grid reliability

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May 20, 2026 9 min read

NextEra Dominion Merger: A Procurement Reset

The pending NextEra Dominion merger would build a regulated utility giant. Three procurement shifts for AML, capacity, and large-load tariffs.

NextEra Dominion mergerutility consolidationregulated utility

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