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Report: PJM Power Grid Electrification Faces Bumpy Transition

Governors warn that data centers must secure independent power as PJM's reserve margins risk falling below the 15% reliability threshold by 2030, impacting millions of homes.

  • Data centers and industrial sites are driving most new demand and need baseload generation like natural gas and nuclear plants, while ICF projects U.S. electricity demand rising 25% by 2030 and 78% by 2050.
  • Interconnection delays and slower firm generation mean new capacity isn't coming online fast enough, while capacity growth must average 3.3% annually through 2050 and roughly 80 GW must be added each year.
  • Planners are recommending demand-side management programs and behind-the-meter resources like rooftop solar and battery storage, which could supply more than 10% of demand by 2030, while deploying dynamic line ratings and sensors lets utilities adjust safe line flows using real-time weather.
  • PJM is projected to face tighter conditions by 2028 after ERCOT and MISO, and rising demand may push wholesale electricity and capacity prices higher for customers.
  • An all-of-the-above approach and better planning tools will be needed, as renewables and energy storage lead gains while natural gas remains vital and rising retail prices spur behind-the-meter adoption affecting retail customers and the distribution grid.
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InsideNoVA.comInsideNoVA.com
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Report: PJM power grid electrification faces bumpy transition

(The Center Square) – The nation’s power grid is entering a new era of soaring demand – the full extent of which remains uncertain – and energy leaders warn that investments in new generation, efficiency, and infrastructure must begin now…

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Inside Climate News broke the news in on Thursday, October 30, 2025.
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