Analysis presented to PJM Interconnection's governing board: roughly 49 large gas-plant equivalents short by 2028. Aligns with the air-permit / interruptible-load wedge — 49 GW of unrealized capacity is the same number as 'load that needs to be derated, time-shifted, or BTM-served until firm capacity catches up'.
Primary source · ENR ↗
Why it matters
Strongest single number to put at the top of de-rate-calculator-gtm.md. Easier to sell '20-30% effective derate' when the buyer already believes there's a 49 GW gap.
Related filings
PJM / EL25-49 / second compliance / colocation / BTM
Plain-English framing: 'co-location' means putting a data center directly next to a power plant and having the plant feed the data center directly (rather than going through the grid). 'Behind the meter' means the generation is on the data center customer's...
FERC / National Law Review / Troutman Energy Report / Akin Gump / Day Pitney ↗
ERCOT / Batch Zero tabled May 13 / SB 6 / 410 GW queue
Two parallel Texas tracks. (1) Batch Zero (PGRR145 + NPRR1325) is ERCOT's proposed replacement for the existing one-at-a-time Large Load Interconnection Study (LLIS) process — instead of studying each new large-load request individually, Batch Zero would...
Denver / Cheyenne / Charlotte / Cave City / PJM compliance
Today is the single highest-density 'moratorium decision day' of 2026 so far. Four municipal-level decisions in geographically distinct markets (Mountain West urban, Sun Belt urban, central Kentucky rural, Mountain West regional capital) plus a structurally...
PJM / capacity market overhaul / NCBL
PJM's 'Powering Reliability Through Market Design' paper is the most significant single regulatory-process document in the PJM footprint since FERC's December 18, 2025 order on co-located generation (which Cliff has been tracking via the pjm-er26-1088 page)....
PJM Inside Lines / Utility Dive / Modo Energy / PR Newswire / ROI-NJ / Daily Caller (yournews) ↗