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In April 2025, we first discussed market trends related to the AI race and co-locating new large loads and behind-the-meter generation to solve timing issues involved with interconnection. Co-locating large data centers with dedicated power plants has been pitched as a way to beat PJM’s interconnection queue and secure firm, power for AI and cloud workloads. In practice, the story has been far more complicated. FERC’s December 2025 order on co‑located load is the first seriou

Residential electricity prices across the U.S. have been rising since 2021, and Virginia is no exception. According to the U.S. Energy Information Administration (EIA), Virginia's average residential electricity price stands at 16.01 ¢/kWh, up from 14.17 ¢/kWh a year earlier. This represents a 13% year-over-year increase and an approximate 30% rise from 2021 levels. While Virginia's rates remain slightly below the national average of 17.62 ¢/kWh, the Commonwealth is narrowing

"The massive growth in data centers will require what is called three-phase, dry-type transformers… the growth in public electric vehicle (EV) charging stations will require additional three-phase, oil-immersed transformers. And building electrification and at-home EV charging will require significant up-sizing of single-phase transformers.” — Killian McKenna, Researcher, National Renewable Energy Laboratory (NREL) As the pace of electrification accelerates across the U.S.,

PJM Interconnection – the deregulated power market in the U.S., serving 65 million people across 13 states and D.C – has emerged as the global epicenter of AI-driven electricity demand. In 2024, PJM Peak Load was 152 GW. It represents 20% of total US electricity demand and its Dominion zone is the corridor to 70% of global Internet traffic. Part 1: PJM’s Top 3+3 Zones Driving 59 GW Surge PJM’s 2025 load forecast released January 24, 2025, reveals 59 GW of new AI/data center d