Insights
Curated factual updates from PJM, IEEFA, and other official sources on grid–compute dynamics, pricing signals, and infrastructure planning.
Grid & Markets
- IEEFA analysis: data-center growth spurs PJM capacity prices — Independent study linking rapid datacenter expansion to tighter capacity margins and price signals.
- PJM long-term load forecast: significant demand increase — ISO outlook showing sustained regional growth through 2030.
Large Loads- Datacenters, AI
- ACCELERATING FEDERAL PERMITTING OF DATA CENTER INFRASTRUCTURE — The White House- Presidential Executive Orders, July 23, 2025.
- Secretary Wright Acts to Unleash American Industry and Innovation with Newly Proposed Rules — U.S. Secretary of Energy Chris Wright directed the Federal Energy Regulatory Commission today to initiate rulemaking procedures with a proposed rule to rapidly accelerate the interconnection of large loads, including data centers, positioning the United States to lead in AI innovation and in the revitalization of domestic manufacturing.'
- DOE order under section 403 of the FERC for large loads interconnection reforms — Department of Energy (DOE) order under section 403 of the Federal Energy Regulatory Commission (FERC) to initiate rule making procedures and consider this Advance Notice of Proposed Rule making (ANOPR) presenting potential reforms to ensure the timely and orderly interconnection of large loads! to the transmission system.'
Planning & Studies
- DOE National Transmission Needs Study — Macro view of gaps and timelines.
- IEA Electricity Market Report — Global trends with regional implications.
Suggest a source? Email info@zeronode.ca. We aim to include fact-based reporting and official documents; editorial/advocacy pieces are avoided.