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Companies

PJM Interconnection

Mentioned in 7 analyzed podcast episodes across 6 shows

A major U.S. grid operator and regional transmission system serving 13 states across the Mid-Atlantic and beyond, managing one of the nation's largest wholesale power markets. PJM has become a focal point in energy policy discussions due to capacity challenges, significant interconnection queue backlogs, and the operational complexities of integrating growing AI data center demand while maintaining grid reliability. The organization faces competing pressures including DOE emergency orders, capacity shortages, and forecasting uncertainties in an evolving energy landscape.

Episode Mentions

Catalyst with Shayle Kann

Catalyst with Shayle Kann · Feb 12, 2026

PJM and ERCOT navigate a capacity rollercoaster

Mid-Atlantic wholesale power market operator experiencing capacity shortage and subject to DOE emergency order

PJM Capacity Market Design and Emergency ProcurementData Center Load Growth and Grid IntegrationERCOT Winter Storm Response and Demand Flexibility
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Victor Davis Hanson: In His Own Words

Victor Davis Hanson: In His Own Words · Feb 10, 2026

Big Tech Wanted ‘Clean Energy.’ Ohio Gave Natural Gas | Rep. Troy Balderon

Regional transmission operator serving 13 states; managing 97-98% full interconnection queue with 6-8 year project approval delays

Marcellus and Utica Shale natural gas extraction and reservesEnergy infrastructure permitting and interconnection queue delaysBaseload power generation requirements for AI data centers
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Energy Policy Now

Energy Policy Now · Feb 3, 2026

How PJM Is Grappling With Data Center Power Demand

Nation's largest grid operator proposing comprehensive plan to integrate AI data center demand while maintaining reliability and affordability

PJM Interconnection Data Center Integration PlanCapacity Market Pricing and Affordability CrisisBring Your Own Generation (BYOG) Requirements
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Energy Policy Now

Energy Policy Now · Jan 27, 2026

Planning the Grid in an Age of Uncertain Demand Growth

Largest U.S. grid operator that lowered demand forecasts in January despite record capacity auction prices

AI Data Center Electricity Demand ForecastingGrid Operator Capacity Planning Under UncertaintyLarge Load Addition (LLA) Integration Challenges
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The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 24, 2026

Who Will Adapt Best to AI Disruption?

AI job displacement and adaptationData center community impactEnergy infrastructure and costs
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The Journal.

The Journal. · Jan 21, 2026

The Power Grid's AI Problem

Grid operator overseeing 13 states and 67 million people; facing strain from AI data center demand and potential blackout risks

AI Data Center Power ConsumptionGrid Operator Capacity PlanningElectricity Rate Hikes
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The Virginia Press Room

The Virginia Press Room · Jan 19, 2026

Data Center Bills, Executive Orders, and Virginia's New Governor

Regional transmission operator managing electric grid supply-demand dynamics affected by data center load growth

Data Center Regulation and Tax CreditsElectric Grid Reliability and Utility Rate ReformImmigration Enforcement and State Law Enforcement Cooperation
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