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Research

PJM: How much demand growth is possible?
Market Analysis

6 days ago

PJM 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.
The Curtailment Crisis: Saving renewable investments from losing 8,000 GWh
Market Analysis

6 days ago

Last year, Wind and Solar investments in Texas lost 8,000 GWh of energy due to curtailment. Data Centers and batteries could help - but how?
PJM’s answer to large load: Curtailment as a market lever
Policy Update

05 Sep 2025

Data centers now drive nearly all of PJM’s demand growth. A new Non-Capacity-Backed-Load class could reshape how >50 MW projects interconnect.
PJM: How do Regulation payments work?
Explainers

15 Aug 2025

Over 80% of revenue earned by batteries in PJM today comes from Regulation. But payment isn’t as simple as market price x MW cleared.

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