Insights

Distributed energy resources (DERs) have long been seen as “backup” — assets that sit idle until an emergency strikes. But two recent...

"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