Wire · regulatory
PJM Takes a Step Forward in Dealing with Capacity Shortfall: Important FERC Filing Coming Soon
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Fusion42 · 8 July 2026 · Fusion42 review
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.
◆ ◆ 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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1 source · 8 Jul 2026
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