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CleanTechnica•6 months ago

•Eight Democratic governors are urging PJM to implement new cost allocation mechanisms, specifically targeting 'Big Tech' for their 'massive power usage'.
•This initiative signals potential regulatory changes within PJM that could lead to increased electricity costs for large data centers and other high-load consumers in the region.
•For developers and IPPs, these policy shifts could create new market signals for generation and transmission projects, depending on how PJM reallocates costs and incentivizes grid upgrades to serve growing demand.

policy

CleanTechnica•6 months ago

•Motional (Hyundai Motor Group’s autonomous driving joint venture) is set to commercialize its fully driverless Level 4 robotaxi service in Las Vegas by the end of 2026, marking a concrete timeline for large-scale EV fleet deployment.
•This commercialization signals a significant, near-term increase in electricity demand for charging infrastructure, creating new opportunities for IPPs and developers in generation, transmission, and grid services.
•Large power consumers, particularly future robotaxi fleet operators, will face substantial new electricity loads and the need for robust charging infrastructure, potentially driving demand for demand-side management and energy storage solutions.

policy

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