Topic Cluster
PJM Capacity & Reliability
PJM capacity auction, reliability backstop, transmission, and rate-impact coverage for Mid-Atlantic and Midwest buyers.
Reader Goal
Connect PJM capacity events to commercial electricity cost exposure and reliability risk.
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Fact labels separate data from interpretation
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Values pulled from official APIs or structured public datasets, such as EIA, ISO/RTO, or regulatory data tables.
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Values attributed to named filings, regulatory orders, public statements, market reports, or official notices.
Forecast
Forward-looking values from named forecasts, planning cases, consensus expectations, or clearly labeled scenarios.
KilowattLogic analysis
Procurement interpretation, scenario math, and buyer context derived from sourced facts.
Cluster Articles
17 articles linked to this topic model
PJM Proposes 14.9 GW Reliability Backstop: Bilateral Procurement and Central Auction Target Data Center Capacity Crisis
PJM formally proposes a one-time Reliability Backstop Procurement targeting 14.9 GW of new capacity through bilateral contracting (Sep 2026) and central pay-as-bid auction (Mar 2027). Bipartisan governor coalition demands data centers bear costs. RFI issued April 16. Projected 50-60 GW shortfall over the next decade.
PJM 2027/2028 Capacity Auction: $333.44/MW-day as RTO Fails to Meet Reliability Requirement for the First Time
PJM's 2027/2028 BRA cleared at $333.44/MW-day — the highest in RTO history — and marks the first time PJM failed to procure enough capacity to meet its reserve margin. Data center demand with a 40+ GW queue is the primary driver. Commercial bill impact: $2.80-$3.20/MWh in capacity charges.
PJM 2026/2027 BRA Results: Record $329.17/MW-day Capacity Prices Hit Commercial Bills
PJM's 2026/2027 Base Residual Auction cleared at the FERC-approved cap of $329.17/MW-day — 22% above the prior year. What this means for commercial electricity bills in PA, OH, NJ, IL, MD, VA, and DC starting June 1, 2026.
PJM 3rd Incremental Capacity Auction Clears at $164.70/MW-day — Below Price Collar Floor
PJM's 3rd Incremental Capacity Auction for 2026/27 clears at $164.70/MW-day — below both the $329 price collar cap and the $177 price floor. A 2.5 GW peak load reduction drove the lower clearing.
Big Tech Signs Ratepayer Protection Pledge as Data Center Demand Drives 833% PJM Capacity Surge
Major technology companies sign a Ratepayer Protection Pledge committing to shield electricity consumers from data center-driven capacity cost increases in PJM territory.
Illinois Plan 7 Launch: ComEd Demand Response Meets Record PJM Prices
ComEd launches its 2026-2029 "Plan 7" framework. This coincides directly with the looming PJM capacity price shock—record-setting auction clearing prices that will begin inflating northern Illinois commercial bills starting June 1, 2026.
PJM Files to Extend $325/MW-Day Capacity Price Cap Through 2030
PJM files proposals at FERC to extend the $325/MW-day capacity price collar through 2030 and expedite interconnection for new generation. Estimated $27 billion in customer savings.
PJM Capacity Auction Clears at Record $329/MW-Day: 10–20% Commercial Rate Hikes Start June 2026
PJM's BRA for 2026/2027 cleared at the maximum $329.17/MW-day. 5,400 MW demand surge from data centers. State-by-state impact analysis for PA, OH, NJ, IL, MD, VA.
PJM Launches 'Reliability Backstop Procurement' to Avert Severe Capacity Shortfalls
PJM initiates emergency out-of-market procurement workshops as the IMM points to data centers driving 40% of December auction costs. Utility delivery hikes expected.
D.C. Circuit Court Upholds FERC Ban on Energy Efficiency in PJM Capacity Markets
The DC Circuit Court upholds FERC's ban on EE resources in PJM capacity auctions, permanently removing gigawatts of 'paper capacity' and shifting focus entirely to active Demand Response.
PJM Board Extends $325/MW-Day Capacity Price Cap Through 2030
PJM extends capacity price cap to 2030, projected to save 67 million customers $27 billion. January 2026 LMPs averaged $156.87/MWh — up 35% year-over-year.
PJM Extends $325/MW-day Capacity Price Cap Through 2030 — $45B Savings
PJM extends capacity price cap for 2 additional years following PA Governor Shapiro settlement. 67 million consumers across 13 states benefit from price ceiling through 2030.
PJM 2027/2028 Capacity Auction Clears at Record $333.44/MW-day
PJM 2027/2028 BRA cleared at a new all-time high of $333.44/MW-day, pushing embedded capacity costs up an estimated 2.8¢ to 3.2¢ per kWh for commercial buyers.
Delaware Commercial Electricity: PJM Capacity Realities and Delmarva Power
An analysis of commercial electricity rates in Delaware for 2026. How businesses manage competitive supply against massive PJM capacity spikes in the Delmarva Power zone.
Ohio Semiconductor Boom: Managing Intel Fab Electricity Demands
An analysis of electricity procurement strategies for the Ohio semiconductor boom. How the $20B Intel mega-fab navigates AEP Ohio delivery rates and PJM capacity limits.
Maryland Commercial Electricity: Navigating Exponential PJM Capacity Hikes
An analysis of commercial electricity rates in Maryland for 2026. How Baltimore and Frederick businesses mitigate massive PJM capacity spikes and BGE delivery hits.
PJM 2026/2027 Capacity Auction Clears at Record $329.17/MW-day
PJM 2026/2027 BRA cleared at the administrative cap of $329.17/MW-day across the RTO. Data center load and generator retirements drive massive cost increase.