PJM
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Grid interconnection Connecting large loads
FERC Accepts PJM's Large Load Definition and Registry, and Rejects Its Other Proposed Tariff Revisions
FERC accepted PJM's definition of a Large Load and its Large Load Registry, effective October 12, 2026, and rejected PJM's remaining proposed tariff revisions, among them the Interim Resource Adequacy Service and the rules for Bring Your Own New Capacity.
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Grid interconnection Grid constraints
PJM Says the Reprieve of the Milder Seasons Used for Maintenance Is Not What It Used to Be
In an article of October 15, 2026, PJM says the "once-dependable reprieve" of the milder seasons used for maintenance "is not what it used to be," in part because most of the new, rapidly growing demand is from data centers and other energy-intensive Large Load customers, whose consumption "does not fluctuate significantly with the weather."
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Backup Generation as a Last Resort: The Energy Department's Order No. 202-26-50 to PJM
The U.S. Department of Energy's Order No. 202-26-50 determines that a statutory emergency exists in the PJM region. It authorizes PJM to direct backup generation resources to operate as a last resort before declaring an EEA 3, or during one, and it says such a resource is not a capacity resource.
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"Fault Cleared Properly": PJM Reviews Its Load Transfer Events
PJM's operational review of October 6 lists three dates on which load transferred to backup generation. The slide for each describes a fault on a transmission line and carries the same line: fault cleared properly.
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Rules and permits Rules and tariffs
Who Would Be Curtailed First: The Pennsylvania Commission's Proposal for Certain Large New Loads
On October 1, 2026, Pennsylvania's utility commission proposed that certain large new loads that have not secured sufficient new electric capacity be subject to curtailment before other customers when supply is tight. A formal comment period begins once the Tentative Order is published, and the commission anticipates considering a final order in January 2027.
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Grid interconnection Connecting large loads
New Capacity, or Reduce When Called: PJM Answers the Protests
On September 23, PJM answered the comments and protests on its proposal for new large loads. In the answer's words, such a load, or the entity serving it, must arrange for new capacity. Absent that, it must reduce its energy demands when called upon during system emergencies.
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"They Should Not Disconnect From the Grid": PJM's Account of the July 22 Load Transfer
On July 22, 2026, data centers in Virginia disconnected from the grid and switched to backup generation after a line fault. PJM's account of August 11 gives the sequence in two waves and what operators did, and reports that the first phase of new reliability standards will not address ride-through.
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Grid interconnection Grid constraints
Short of the Reliability Requirement: PJM's 2028/2029 Capacity Auction
PJM's capacity auction for the 2028/2029 Delivery Year cleared at the price cap, and the total capacity cleared is short of the reliability requirement. PJM's release says the shortfall was not unexpected.
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Behind the meter Building and running the plant
Preliminary Default CONE Values: PJM's Periodic Review of the Cost of New Entry
PJM's slides of July 8, 2026 for its Market Implementation Committee give preliminary default values for the gross cost of new entry, by resource type.
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A Record Expected in 2027: EIA's Forecast of Natural Gas Burned for Power
In May 2026 the U.S. Energy Information Administration forecast that the power sector's natural gas use would hold level in the summer of 2026 and set a record in the summer of 2027, with new data centers and large manufacturing facilities among the reasons it gives for rising commercial demand.
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Commercial Electricity Sales Have Soared in Virginia: EIA's In-Brief Analysis of May 5, 2026
The U.S. Energy Information Administration reported on May 5, 2026 that commercial electricity sales in Virginia rose between 2019 and 2025, growth it says is "largely driven by a concentration of data centers, as well as electric vehicle adoption and building electrification."
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If Demand Grew Faster: EIA's Scenario for Gas, Coal and Wholesale Prices in Texas
The U.S. Energy Information Administration's analysis of March 12, 2026 models electricity demand growing faster than its February forecast, with no more generating capacity than that forecast assumed. In the scenario the added generation would come primarily from natural gas, and the effect on wholesale prices would be most pronounced in Texas.
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Grid interconnection Connecting large loads
Bring Your Own New Generation, or Connect and Manage: PJM's Board Letter on Large Load Additions
On January 16, 2026, PJM's Board of Managers wrote to stakeholders with its decision on large load additions. The letter encourages what it calls voluntary Bring Your Own New Generation. Where a load serving entity identifies a shortfall of new generation against its forecasted load additions, it directs the development of a framework under which that demand would be subject to curtailment before pre-emergency demand response. It also directs staff to develop a proposal for a backstop capacity procurement.
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Advanced Reactors and Operating Plants: Meta's Nuclear Energy Agreements of January 2026
On January 9, 2026, Meta announced nuclear energy agreements with three companies, after what it calls its nuclear RFP process. Two support advanced reactors still to be developed, with dates given "as early as" or "targeted," and one buys energy from nuclear plants already operating.
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Never Fully Decommissioned: The Energy Department's Loan to Restart a Pennsylvania Nuclear Plant
The U.S. Department of Energy's release of November 18, 2025 says its Loan Programs Office closed a loan that "will partially finance the restart" of a Pennsylvania reactor which ceased operations in 2019. The power it describes comes once the reactor is restarted, "pending U.S. Nuclear Regulatory Commission licensing approvals."
