Overview
- The Data Center Coalition and the PJM Power Providers Group asked FERC to dismiss Monitoring Analytics’ complaint asserting PJM can deny or delay large-load interconnections that threaten reliability.
- PJM urged regulators to reject Constellation Energy Generation’s request for expedited colocation rules, and transmission owners including Exelon, FirstEnergy and PPL opposed the request over affordability, uncertainty and reliability concerns.
- Monitoring Analytics wants FERC to affirm PJM’s authority to require large new data centers to wait in queue or supply generation before connecting to ensure reliable service.
- After a failed fast-track stakeholder effort on large-load rules, PJM said its board will develop its own proposal for FERC review.
- PJM projects roughly 32 GW of new data center demand by 2030 against only 6–12 GW of likely new supply, and analysts warn that capacity prices and customer bills could rise as auction results due December 17 and the current price cap’s June expiration approach.