Market Analysis3 days agoPJM says peak demand will soar to 210 GW by 2035, fueled by data centers. But supply chain and permitting delays mean real growth will likely land closer to 177-185 GW.
Policy Update05 Sep 2025Data centers now drive nearly all of PJM’s demand growth. A new Non-Capacity-Backed-Load class could reshape how >50 MW projects interconnect.
Explainers15 Aug 2025Over 80% of revenue earned by batteries in PJM today comes from Regulation. But payment isn’t as simple as market price x MW cleared.
Market updates01 Aug 2025PJM's 2026/27 capacity auction cleared at a record $329/MW-day price cap. See what drove the spike - and what it signals for batteries and investors.
