PJM expects summer demand to peak around 156.4 GW. They’ve got 180.2 GW of generation capacity and 7.8 GW of contracted demand response on hand. PJM does note, however, that data center-driven load growth is outrunning new generation and tightening reserves.
CAISO, meanwhile, forecasts 46.5 GW of summer demand against 66.6 GW of available resources (plus up to 4.5 GW in contingency resources).
Yes, but: PJM may need demand response amid extreme heat or weak generator performance. And, sure, CA has avoided flex alerts for three straight summers…but a hot, parched West could strain imports, hydro availability, and wildfire-hit transmission.
Thu, May 7
NEWS: PJM and California say they’re summer-ready—but neither is exactly relaxing.🍹
1