PJM’s Summer Looks Covered, But AI Load Forecasts Don’t
Friday, May 15, 2026 · 10 min
PJM says it has enough capacity for summer, but the sharper question is whether AI campus load forecasts are real enough to shape capacity markets, transmission plans and state permitting. Pennsylvania’s pipeline and Blackstone’s REIT IPO show both the grid stress and capital appetite.
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Show notes
PJM says it has enough capacity for summer, but the sharper question is whether AI campus load forecasts are real enough to shape capacity markets, transmission plans and state permitting. Pennsylvania’s pipeline and Blackstone’s REIT IPO show both the grid stress and capital appetite.
In this episode
- PA power grid operator PJM ready for summer but faces data center risk — USA TODAY NETWORK
PA power grid operator PJM ready for summer but faces data center risk STATE # Pa.'s electric grid operator ready for summer, but facing new pressure USA TODAY NETWORK May 14, 2026, 4:57 a.m. ET After projecting a potential shortfall in power supply during peak demand events in summer 2025, the regional electric grid operator PJM Interconnection says it is prepared to meet growing summer…
- Step Back — When a hyperscale or AI campus shows up as a multi-gigawatt load request, what proof should PJM, utilities, and state regulators require before treating it as real in resource adequacy, transmission, and capacity-market planning—and who pays if that forecast turns out wrong?
Background sources
- Source — Monitoring Analytics, LLC
- Source — Lori Sears -OPC-
- [PDF] Stakeholder Comments - CIFP-LLA - PJM.com — Pjm
- Source — Pjm
- Source — Pjm
- PJM Board Outlines Plans To Integrate Large Loads Reliably | PJM Inside Lines — Jason McGovern
- What PJM States Can Do to Ensure Affordable, Reliable Electricity During the Data Center Boom - RMI — Laurie Stone
- NERC Standards Committee Considering Supply Chain, Large Load Actions — RTO Insider
NERC Standards Committee Considering Supply Chain, Large Load Actions Email address: Password: Login Reset Close A link has been emailed to you - check your inbox. Already registered? Login Reset your password? Reset Password Looking to read the full article? Scroll down and login or sign up today! Page Reload Scroll Position NERC Standards Committee Considering Supply Chain, Large Load Actions…
- DEP Considering Permits For 17 A.I. Data Centers Projects, Aware Of 34 Other Proposals; Data Centers In Fast Track Permitting Program Need Same Permits, Meet Same Standards As Everyone Else — PA Environment Digest Blog
PA Environment Digest Blog: DEP Considering Permits For 17 A.I. Data Centers Projects, Aware Of 34 Other Proposals; Data Centers In Fast Track Permitting Program Need Same Permits, Meet Same Standards As Everyone Else On May 12, the Department of Environmental Protection told the DEP Citizens Advisory Council it is actively considering permits for 17 A.I. data center proposals across the state…
- Blackstone raises $1.75 bn in data centre REIT IPO — The Economic Times
Blackstone raises $1.75 bn in data centre REIT IPO - The Economic Times FEATURED FUNDS★★★★★Motilal Oswal Midcap Fund Direct-Growth5Y Return23.87 % Invest Now Business News› News› Company› Corporate Trends›Blackstone raises $1.75 bn in data centre REIT IPO ##### The Economic Times daily newspaper is available online now. # Blackstone raises $1.75 bn in data centre REIT IPO SECTIONS Blackstone…