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PJM's Capacity Gap Widens as Data Center Load Outpaces Supply

PJM's Capacity Gap Widens as Data Center Load Outpaces Supply

PJM's capacity auction fell 6,831 MW short of its reliability target. New large-load rules and a backstop procurement move power risk into underwriting.

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The $66.8 Billion Question: What the NextEra-Dominion Merger Means for the Utility Map Powering Commercial Real Estate

The $66.8 Billion Question: What the NextEra-Dominion Merger Means for the Utility Map Powering Commercial Real Estate

What the NextEra and Dominion Energy merger means for PJM capacity, Virginia data centers, interconnection timelines, and commercial real estate underwriting.

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PJM Capacity Prices Hit $333 per Megawatt-Day as Data Centers Drive 40 Percent of the Bill

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.

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PJM’s Capacity Auction Sends a Message: Big Load Demand is Repricing Power. Buildings Will Feel the Impact.

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.

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