PJM market reform is the week’s top power signal

PJM’s proposed market overhaul reflects a structural mismatch between AI/data center demand and available power resources. For public-sector infrastructure, this raises near-term questions about reliability, power cost, and whether government workloads should remain concentrated in PJM-dependent regions. (more)

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“Bring your own power” strategies remain politically vulnerable

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Northern Virginia Grid Capacity Warnings Through 2028