Utility Dive•about 1 month ago
In PJM, power developers are ready to build but need data center contracts, transmission
Key Takeaway
PJM's generation development boom is stalled by the critical need for data center power purchase agreements and expanded transmission capacity, creating both a challenge and an opportunity for market participants.
AI Summary
- •PJM's interconnection queue is highly active, with 55 GW of generation having cleared and an additional 220 GW recently entering the review cycle.
- •Despite significant developer readiness to build, the realization of these projects is contingent on securing long-term data center contracts.
- •A critical bottleneck for new generation development in PJM is the availability and expansion of transmission infrastructure to deliver power to loads.
Topics
datacenterinterconnectpjmpolicyppaqueuetransmission