This article from Utility Dive, an industry newsletter, says that if the PJM Capacity Auction was simply re-run, but included the must-run resources, which were previously included but suddenly excluded from the most recent auction, the utility price rise would be considerably less.
Utilities are examining ways to more accurately forecast new data center loads, which would lessen the forecast demand, according to Utility Dive, an industry newsletter:
Another recent article from Matt Estes' Substack, Explaining The Grid, talks about another thorny issue with cost and delays in building capacity - constructing new transmission lines. It's called "Who Pays for New Transmission Lines?" (https://mestes.substack.com/p/who-pays-for-new-transmission-lines)
Here is a report from a consulting group that analyzes PJM's data queues: https://www.synapse-energy.com/sites/default/files/Evergreen%20PJM%20Queue%20Report%204.10.25_%20final%2024-145.pdf.
This article from Utility Dive, an industry newsletter, says that if the PJM Capacity Auction was simply re-run, but included the must-run resources, which were previously included but suddenly excluded from the most recent auction, the utility price rise would be considerably less.
https://www.utilitydive.com/news/ferc-pjm-capacity-auction-ratepayer-advocates-complaint/745358/?utm_source=Sailthru&utm_medium=email&utm_campaign=Issue:%202025-04-15%20Utility%20Dive%20Newsletter%20%5Bissue:72252%5D&utm_term=Utility%20Dive
Utilities are examining ways to more accurately forecast new data center loads, which would lessen the forecast demand, according to Utility Dive, an industry newsletter:
https://www.utilitydive.com/news/a-fraction-of-proposed-data-centers-will-get-built-utilities-are-wising-up/748214/?utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter%20Weekly%20Roundup:%20Utility%20Dive:%20Daily%20Dive%2005-17-2025&utm_term=Utility%20Dive%20Weekender
PJM chose 51 projects for quick turnaround: https://www.pjm.com/-/media/DotCom/about-pjm/newsroom/2025-releases/20250502-pjm-chooses-51-generation-resource-projects-to-address-near-term-electricity-demand-growth.pdf
The projects are 2275 MWE batteries, 14 coal, 7756 +365 gas, 1383 nuclear. All are expected online by 2031.
Gov Murphy announced exec actions on Wed May 14, many of which match what we asked for in this article (please see link below for more details):
1. Defer rate increases until after high usage summer months
2. Directs BPU to expedite more community solar
3. Directs BPU to examine how to bring more generation online
4. Identify policies to mitigate costs from increased demands from data centers
5. Evaluate proposals to bring more generation online quickly, especially clean energy.
6. Evaluate whether NJ is best served by PJM or whether there should be a smaller entity
Source: https://patch.com/new-jersey/teaneck/s/jbt17/major-announcement-as-nj-braces-for-large-increase-in-electric-rates?utm_source=alert-breakingnews&utm_medium=email&utm_campaign=alert&user_email=8b6f1759577f55420814390f2044a33ef8f251be30873728b3c3d6718acf3df1&user_email_md5=32dfdc9aa276d72019e72d44ae597c3e&lctg=63361148f5eb71696f0847c5
Here is an op-ed from the NJ Sierra Club about what can be done. https://www.nj.com/opinion/2025/04/our-electric-bill-is-going-up-and-our-power-grid-wont-use-cheaper-clean-energy-opinion.html
If you want to dive even deeper, look at the report from Synapse: "Tackling the PJM Electricity Cost Crisis Report", An Analysis of the Benefits of PJM Interconnection Reform, Synapse Energy Economics, Inc. (https://www.synapse-energy.com/sites/default/files/Evergreen%20PJM%20Queue%20Report%204.10.25_%20final%2024-145.pdf)
Another recent article from Matt Estes' Substack, Explaining The Grid, talks about another thorny issue with cost and delays in building capacity - constructing new transmission lines. It's called "Who Pays for New Transmission Lines?" (https://mestes.substack.com/p/who-pays-for-new-transmission-lines)