Electric Power

July 31, 2026

PJM hits capacity price cap again, but data centers leave 6,831-MW reliability gap

HIGHLIGHTS

PJM hits capacity price cap amid shortage

Data centers create 6,831-MW reliability gap

September backstop procurement planned

PJM Interconnection hit its capacity price cap again, but the market is still not buying enough supply. With data center load surging, attention now turns to PJM's planned September backstop procurement and what it could mean for reliability and costs.

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