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Insights
Our latest thoughts across the energy sector.
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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 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 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
Feb 6, 20252 min read
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