US PJM 55 GW of Generation Ready, but Data Center Contracts and Transmission Expansion Needed
2026-06-11 10:33
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en.Wedoany.com Reported - The 13 states and the District of Columbia covered by PJM Interconnection are facing power supply pressure from surging data center demand, but Glen Thomas, President of the PJM Power Providers Group, writes that the region does not lack generation projects. The issue lies in how to convert the vast potential supply into actual operating power and transmission capacity.

Three men in blue shirts stand in front of a desk with a row of computer screens.

Thomas stated that over 55 GW of new generation has successfully passed PJM's rigorous interconnection queue process, completed studies, and been approved for grid connection. Last month's interconnection cycle saw over 800 project applications with a total capacity exceeding 220 GW, while PJM projects a summer peak demand of 156 GW this year. Additionally, in April, PJM issued a request for information from developers willing to sign contracts with large loads such as data centers, receiving over 130 GW in immediate interest responses.

Thomas noted that two actions are needed next. First, large loads like data centers must sign long-term power purchase agreements with developers to secure billions of dollars in capital investment. Second, the PJM transmission system must be actively expanded, requiring state regulators, the Federal Energy Regulatory Commission (FERC), and PJM to streamline approval processes, prioritize transmission upgrades, and address cost allocation issues. He believes that questions about generation opportunities from last year have been answered, and the current focus should shift to closing deals, financing generation, and preparing the transmission system to deliver new power.

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