PJM is scrambling to secure 15 GW of new power. (Bloomberg)
On Friday, PJM announced an emergency proposal to fast-track sorely needed new generation amid the region’s data center frenzy. How it works: PJM aims to play matchmaker, setting up proposed data centers with new power plants over September-March 2027. Next week, the RTO will kick off the process by gauging interest from stakeholders on both ends. PJM aims to submit a final plan to FERC by early June.
The stakes: In summer 2027, PJM expects a multi-GW deficit. And over the next decade, the shortage could grow to 60 GW.
More PJM power on the way? Last week, West Virginia passed a law aiming to triple generating capacity to 50 GW by 2050. The plan? Keep existing coal plants running through mid-century while building out gas, nuclear, geothermal, and hydrogen. As the regional capacity crunch grows, WV hopes to attract data centers and supply neighboring states.