INSIGHTSSERIES
Power & Utilities | Wholesale Markets
June 11, 2026
Growing Scrutiny of PJM Amid Rising Demand, Rates, and Reliability Concerns
Market, planning, and interconnection reforms are drawing increased attention as PJM responds to data center-driven load growth and resource adequacy challenges.
PJM Interconnection LLC, which operates the grid across 13 states and the District of Columbia, is pursuing market, planning, and interconnection reforms as rapidly growing demand raises concerns about resource adequacy, infrastructure readiness, and consumer costs. The effort comes amid…Read the full report
Key Takeaways
- PJM is reassessing its wholesale market design as surging demand, rising costs, and investor uncertainty create new reliability challenges.
- A total of 220 GW of generation projects entered the first cycle of PJM’s reformed interconnection process, marking the first major intake under the grid operator’s redesigned project review framework.
- As PJM advances market, planning, and interconnection reforms, concerns about affordability, transmission cost allocation, and governance are drawing increased scrutiny from regulators and policymakers.
