PJM Interconnection

25Jun

Will the Power Keep Flowing?

What a week for congressional attention on grid reliability. A brutal heatwave is pushing the supply of power to its very limit in grids stretching across much of the country. Outages have already hit parts of New York City, while the PJM Interconnection and Midcontinent Independent System Operator (MISO) grids have both issued “maximum generation […]
11Jun

Aligning Energy and Regulatory Policy with the AI Moment

It has become hard to overstate the impact AI and data centers are having on the power sector. This is an industrial revolution on an extraordinary scale. At a Federal Energy Regulatory Commission (FERC) conference on grid reliability last week, regulators and grid operators once again sounded the alarm over the challenges they collectively face […]
04Jun

Racing to Cover Capacity Shortfalls

Need more evidence we’re in a power supply emergency? Look no further than how the nation’s grid operators are scrambling to fast-track interconnection of new dispatchable resources that can shore up eroding reliability. From the Great Plains to New York, operators are frantically trying to revise interconnection processes to get new generation added to grids […]
28May

A Grid Emergency in MISO

Well, that didn’t take long. Before the boiling heat of summer has even officially arrived, the lights went out in the Midcontinent Independent System Operator (MISO) region. More than 100,000 customers in and around New Orleans went without power for most of the day on Sunday when MISO was forced to order rotating outages in […]
14May

Another Summer of Potential Power Shortfalls

Scorching heat could threaten the nation’s energy supply this summer, with demand eclipsing supply and potentially causing shortfalls and power outages throughout large swaths of the United States, the North American Electric Reliability Corp. (NERC) warned today in its 2025 Summer Reliability Assessment. NERC underscored that the nation’s grid reliability – facing the twin challenges […]
07May

Listen to the Capacity Markets

For years, despite ever louder warnings of a rapidly approaching electricity supply shortfall, electricity markets weren’t reflecting impending scarcity. No longer. In both the PJM and Midcontinent Independent System Operator (MISO) capacity markets, prices have exploded—an unmistakable signal to bring more capacity to the market and keep existing resources operating. Last year, capacity payments to […]
30Apr

It’s Good to Have a Reliability Backstop

With Spain, Portugal and parts of France still reeling from a stunning blackout, grid reliability is once again top of mind. While it remains to be seen what caused the grid failure, the complexities of moving away from dispatchable power and towards heavy reliance on intermittent energy are understandably in the spotlight. Regardless of what […]
23Apr

Yes, it is an Energy Supply Emergency

With so much understandable focus on meeting soaring new power demand from the AI revolution and hyperscale data centers, it’s easy to forget the nation entered this moment already facing a grid reliability crisis. The reshoring of industry, electrification and the rapid loss of dispatchable power were already enough to push grid operators to warn […]
02Apr

Grid Operators Tell Congress They Face a “Generational Challenge”

Last week, a congressional hearing, titled “Keeping the Lights On: Examining the State of Regional Grid Reliability,” brought together executives from the seven U.S. wholesale power markets that manage the supply and flow electricity in two-thirds of the country. Their message to all listening was crystal clear: power shortfalls and soaring prices for consumers are […]
29Jan

Gigawatts Hiding in Plain Sight

Where is the U.S. going to get the power needed to meet surging demand? It’s a question that has become a day-one issue for the Trump administration and the AI economic engine. Just how much power are we talking and how fast? A recent forecast sees U.S. electricity demand rising 128 gigawatts (GW) over just […]