PJM Interconnection is facing a significant power shortfall, with its latest capacity auction revealing a deficit of 6.8 GW for the 2028/29 delivery year. This situation is intensifying pressure on the grid operator as it grapples with the rapidly growing demand from data centers and the need to secure additional power supply. PJM has proposed an accelerated procurement process to address this deficit, filing the plan with the Federal Energy Regulatory Commission. AI
IMPACT Accelerating data center construction requires significant power infrastructure upgrades, potentially increasing electricity costs and influencing site selection for AI-focused facilities.
RANK_REASON Grid operator's capacity shortfall impacting data center growth. [lever_c_demoted from significant: ic=1 ai=0.4]
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- Federal Energy Regulatory Commission
- Joseph Bowring
- Monitoring Analytics
- Persistence Analytics Group
- PJM Interconnection
- Valley Forge
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