PJM’s Three Frameworks and the New Capacity Risk Facing CRE
PJM’s market redesign, accelerated backstop auction, and new regulatory criticism are changing capacity risk for commercial real estate owners in the largest U.S. grid.
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Explore recent articles and updates covering a wide range of topics and experiences.
PJM Capacity Prices Hit $333 per Megawatt-Day as Data Centers Drive 40 Percent of the Bill
PJM capacity auction cleared at $333.44 per megawatt-day. Data centers drove 40 percent of the cost. CRE owners in 13 states face NOI pressure starting June 2027.
PJM ‘Connect-and-Manage’ Model Redefines Grid Access Timelines
PJM is introducing a connect-and-manage framework that prioritizes speed of connection over unconditional reliability. This shift requires large-load users to accept curtailment risk or provide onsite generation to ensure continuous operations.
PJM’s 60-GW Warning Puts EV Charging on the Same Collision Course as Data Centers
PJM Interconnection warns of a possible 60 GW power shortfall in the next decade, driven by rapid data center growth and electrification and posing major challenges for planning, siting, and grid economics.
PJM’s New Data Center Playbook: When Power Becomes the Building Permit
Developers once saw electricity as a simple utility, but in the Mid-Atlantic and Midwest, PJM’s new rules for large-load customers like data centers reveal a new reality: grid access is now a critical project bottleneck.
PJM’s Capacity Auction Sends a Message: Big Load Demand is Repricing Power. Buildings Will Feel the Impact.
The hottest signal in the Mid-Atlantic power market right now is a number most real estate owners never see until it shows up in a utility bill: the price of “capacity,” the grid’s insurance policy against blackouts.