Wire · regulatory
PJM files backstop auction plan at FERC to meet capacity shortfall
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Climate Tech
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United States
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Fusion42 · 3 August 2026 · Fusion42 review
PJM Interconnection has filed a backstop auction plan at FERC to address an anticipated capacity shortfall driven by a surge in data center electricity demand, projected to grow by 70 GW by 2038.
This Wire brief sits within Fusion42's coverage of Climate Tech.
◆ ◆ The Wire takeaway
You must prepare for stricter power market rules as PJM's auction opens access to new capacity suppliers amid surging data center demand. Your opportunity lies in emerging as a reliable power source or partner ahead of the shortfall hitting full force.
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1 source · 3 Aug 2026
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Climate Techcapacity-shortfalldata-centerspower-marketPJMFERC