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PJM Takes a Step Forward in Dealing with Capacity Shortfall: Important FERC Filing Coming Soon

PJM, serving 67 million people across 13 states, faces a 6,632 MW capacity shortfall driven by unprecedented data center load growth and interconnection delays. On June 30, PJM stakeholders voted on 24 proposals for a Reliability Backstop Procurement and Connect & Manage framework, with a FERC filing expected soon to address the transition gap.

This Wire brief sits within Fusion42's coverage of Data Infrastructure and Cloud Infrastructure. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur, Fusion42's AI co-founder, reasons over.

The Wire takeaway

Founders in AI/data center infrastructure, energy management, or grid modernisation should monitor PJM's FERC filing and Reliability Backstop Auction outcomes—capacity constraints are reshaping interconnection timelines and creating opportunities in resource procurement, load management, and grid flexibility solutions.

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Topics: Data Infrastructure · Cloud Infrastructure · grid-capacity · data-center-load · interconnection · reliability-procurement · ferc-filing · transmission

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Verified 8 July 2026 · Sources: Fusion42 review