Overview
- Following calls from the White House and 13 governors, PJM proposed faster interconnections and a formula to curtail large users such as data centers during grid emergencies.
- The administration urged a PJM auction for 15‑year contracts so tech companies finance new power plants and asked to extend a cap that restrains certain wholesale payments.
- State lawmakers advanced divergent measures: a Florida committee approved tariffs to make large loads cover their costs, Wisconsin’s Assembly passed a bill requiring grid-upgrade payments and water reporting, and Colorado unveiled competing incentive and guardrail bills.
- Tech companies announced community-focused commitments, with Microsoft pledging to prevent local bill increases, Amazon saying it will fund its own power needs, and OpenAI launching a Stargate Community plan to pay for infrastructure and coordinate transparently with regulators.
- Analysts flagged a widening supply gap, citing PJM’s forecast of more than 5 GW of new annual load through 2030, a Union of Concerned Scientists study warning of higher costs without more clean energy, and industry expectations of increased onsite generation and a Texas buildout.