Wire · operational-macro
PJM's revised data center backstop procurement plan reduces utility risks: ICF
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Fusion42 · 3 November 2026 · Fusion42 review
PJM Interconnection has filed a revised reliability backstop procurement plan to acquire capacity for data centers, reducing the target from 6,800 MW to approximately 630 MW based on lowered large-load forecasts by utilities in its footprint. The new plan aims to start on March 1, 2027, after FERC rejected most of the original proposal.
This Wire brief sits within Fusion42's coverage of Cloud Infrastructure.
◆ ◆ The Wire takeaway
The lowered data center capacity procurement by PJM opens a calmer regulatory path for utilities and data center operators. You should re-assess your capacity contracts and grid dependency in PJM's territory now that the backstop scale is smaller and delays the auction.
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1 source · 3 Nov 2026
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