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Electric Power
July 31, 2026
Featuring Jasmin Melvin and Darren Sweeney
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.