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Data Centers and
Behind-the-Meter Generation in PJM
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Our latest thoughts on policies, ideas and issues driving the energy transition.


Data Centers and Behind-the-Meter Generation in PJM
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 serio
4 days ago8 min read


Transmission Voltage Stagnation
EHV efficiency versus real-world constraints: the pros and cons of "right-sizing" the grid. The Hidden Cost of "In-Kind" Replacement In the world of transmission planning, the path of least resistance is often the one already traveled. When an aging 138 kV or 230 kV line reaches the end of its useful life, the default regulatory and operational impulse is often "in-kind" replacement—swapping old towers for new ones of the same voltage. The scope is a straightforward rebuild;
Dec 4, 20254 min read


Understanding Virginia’s Rising Electricity Prices
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 narrowi
Oct 31, 20254 min read


U.S. Power Market Update: Q3 2025 Trends
The U.S. power sector remains in a period of accelerated deployment and shifting signals. On one side, record solar additions are being...
Sep 23, 20255 min read


Are Backup DERs Now Becoming a Part of the Grid’s Backbone?
Distributed energy resources (DERs) have long been seen as “backup” — assets that sit idle until an emergency strikes. But two recent...
Aug 21, 20252 min read


Snapshot: The U.S. Copper Supply Chain
With increasing global focus on critical minerals in the energy transition, copper remains a foundational material — essential,...
Jul 10, 20251 min read


The Transitioning Role of Natural Gas
The U.S. grid is evolving — fast. One of the more interesting shifts buried in the latest U.S. Energy Information Administration’s June...
Jun 16, 20253 min read


PJM's Fast-Track Interconnection Process Has Attracted 94 Applications Totaling 26.6 GW
PJM Interconnection’s one-time Reliability Resource Initiative (RRI) has drawn strong participation, with 94 proposed projects totaling...
Mar 27, 20251 min read


Why Transformers Matter?
" The massive growth in data centers will require what is called three-phase, dry-type transformers… the growth in public electric...
Mar 24, 20252 min read


3 Takeaways on US–Canada Power Flows
Electricity trade between the United States and Canada plays a quiet yet crucial role in maintaining grid reliability across North...
Mar 13, 20251 min read


PJM’s AI Power Puzzle: Why PJM Matters in the AI Energy Revolution?
PJM Interconnection – the deregulated power market in the U.S., serving 65 million people across 13 states and D.C – has emerged as the...
Feb 6, 20252 min read


The Practical Implementation of Virtual Power Plants (VPPs) in PJM
What is a Virtual Power Plant? (Source: https://www.energy.gov/lpo/virtual-power-plants-projects ) Virtual Power Plants (VPPs) are an...
Aug 28, 20242 min read
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