PJM Interconnection

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 […]
22Jan

Hitting the Ground Running

On his first day in office, President Trump declared an energy emergency and followed it with a flurry of executive orders and appointments to refocus the nation’s energy policy. That focus is shifting to the twin crises of rapidly eroding grid reliability and spiking costs for consumers—and not a moment too soon. Just this week, […]
30Dec

2024 in Review

Happy almost new year! Before we turn the page on 2024, it’s worth looking back on the stories and major developments that shaped – even reshaped – the energy landscape over the past 12 months. Years of warnings about rapidly eroding grid reliability collided with the U.S. Environmental Protection Agency (EPA’s) regulatory agenda and the […]
11Dec

Power Demand Growth Gets Another Enormous Upward Revision

As we approach the end of the 2024, it is fitting that electricity demand growth has gotten another huge upward revision. According to new analysis from Grid Strategies, a leading power sector consulting firm, U.S. electricity demand could jump an astonishing 128 gigawatts (GW) over just the next five years driven largely by the data […]
20Nov

NERC Warns of Power Shortfalls During Bitter Cold this Winter

Winter is here. The first snow of the season is expected across parts of the Midwest, Northeast, Great Lakes and even into the Southeast later this week. At elevation, a foot or more of snow could be coming. In the Northwest, a “bomb cyclone” storm is forming offshore with the potential to have the intensity […]
16Oct

We’re Going to Need a Bigger Boat

Every month, projections on just how much and how fast U.S. electricity demand is growing keep rising. As those projections soar, the arithmetic of the energy transition is being rewritten in real time. There’s the unforgettable line in Jaws, when the chief of police, Martin Brody, sees the shark for the first time. Stunned, he […]
02Oct

PJM Can’t Get New Capacity Online

At the precise moment power demand is exploding, PJM, the operator of the nation’s largest grid, is struggling to get new capacity online. In fact, the problem is doubly difficult. At the exact time PJM desperately needs new capacity additions to surge, they’re stalled, and the U.S. Environmental Protection Agency (EPA) is making matters worse […]
18Sep

Grid Operators Tell the Court: EPA’s Rule is a Dire Threat to Reliability

The nation’s grid operators warned the U.S. Environmental Protection Agency (EPA) that the then proposed so-called Clean Power Plan 2.0 was a direct and alarming threat to grid reliability. Those concerns were shrugged off as EPA pushed forward and finalized an unworkable and unlawful rule. Now, the grid operators are getting involved in the legal […]