Queue Intelligence · Playbook
How we run PJM large-load interconnection under the FERC December 2025 co-location order, the Cycle 1 queue reform, the record-breaking 2025 capacity auction, and the political pressure that comes with 94% of load growth being data centers.
The PJM context
PJM's 2025 capacity auction was the largest in history at $16.4B — and 40% of that came from data centers. Governor Shapiro called it an unjust wealth transfer. FERC rewrote the co-location framework and gave PJM until April 2026 to file three new transmission service options. Every active PJM load filing lands in the middle of this rewrite.
PJM interconnection report
PJM board filing
PJM capacity auction results
FERC 12/2025 order
Active deadlines we're tracking
How we run a PJM filing
The FERC 12/2025 order forces PJM to file three transmission service options for co-located loads. Your project has to land in one of them — our engine models each against your deal structure and counsel preferences before you file.
Co-located, network service, and FTM retail PPA paths all pre-modeled.
PJM cycles are fast, dense, and unforgiving. Miss a cluster window and you wait a year. We track the upcoming cycle, run readiness gates against your project, and schedule the filing for the window that actually lands you in service first.
Shared clusters and serial studies modeled per POI.
PJM capacity costs hit a record $16.4B in 2025, and data centers drove 40% of the total. Every new load filing lands inside an active cost allocation fight. We generate the cost-shift analysis your counsel needs for the FERC record before the protest cycle opens.
Matches the framework AEP and Exelon used in the Talen–AWS protest.
If any part of your PJM project has a behind-the-meter component, Queue Intelligence and BTM Workflow share the regulatory graph. Your transmission assumptions and your co-location assumptions update together — not in separate spreadsheets a month apart.
One-click handoff from Queue to BTM deal room.
What changed
FERC ordered PJM to file three transmission service options: a modified co-location structure, a network service path with retail delivery, and a third hybrid structure still being negotiated. Each has different cost allocation, state jurisdiction, and capacity obligation consequences. We map yours.
Existing BTM arrangements — 46 sites, 56 GW — must re-file under the new framework. The transition runs through December 2028 with interim deadlines in 2026 and 2027. We track yours and flag slippage.
PJM's Cycle 1 opens April 27, 2026 under the reformed queue framework. Shared clusters, tighter readiness, and revamped cost allocation. We maintain a live checklist for every project filing into Cycle 1.
Governor Shapiro called the December 2025 PJM capacity auction 'the largest unjust wealth transfer in the history of US energy markets.' The political pressure is now backed by real dollars flowing from ratepayers to data center loads. Expect more interveners, not fewer, in 2026.
Features
Every 500 kV and 345 kV bus in PJM, with the nightly RTEP and the active queue overlaid. We identify which substations have realistic headroom, which are constrained by upstream upgrades, and which are waiting on a generation retirement to unlock.
The new PJM queue process uses a shared-cluster framework with strict readiness gates. We model your project against each gate, surface the closest failure, and produce a remediation plan.
AEP and Exelon challenged the Talen–AWS amendment on cost shift grounds and won. We generate the cost-shift analysis ahead of your filing so the protest cycle doesn't derail you.
Every filing in the co-location proceeding, every ruling, every stakeholder comment, and every state intervention. The reply round closes April 17 — our customers see the replies before the filing deadline.
PJM capacity auction outcomes and VRR curve behavior are inputs to your interconnection economics. We integrate capacity results into the upgrade cost envelope and help you understand the capacity risk tied to your project COD.
Our team includes former PJM planners and a former FERC attorney who worked on Order 2222. The technical conversation happens on relationships; the paperwork happens in software.
“The largest unjust wealth transfer in the history of US energy markets.”
Other playbooks
PJM playbook
We ship updates within 24 hours of every filing in the proceeding. Your counsel and engineering team see the replies before the deadline — and your queue position reflects every new order.