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PJM Grapples With Data Center Load and Supply Gaps | Switched On
Posted
April 15, 2026
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April 15, 2026
306
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28:29Now PlayingPJM Interconnection is entering an era of explosive power demand. Home to a significant share of the world’s data centers, the largest US electricity market could soon be facing sky-high prices and scant supply. Yet stakeholders are divided on how best to respond. Should PJM focus on building new generation, or should it lean on flexible demand? And with no lever able to solve the problem single-handedly, what happens if supply simply can’t keep up? On today’s show, Tom Rowlands-Rees is joined by two members of BloombergNEF’s US power team, analyst Lara Kammen and senior associate David Mohammadi, to discuss their note “PJM Power Market Outlook 2026: Brace for Impact.”
Complementary BNEF research on the trends driving the transition to a lowercarbon economy can be found at BNEFGO on the Bloomberg Terminal or on bnef.com ()
Links to research notes from this episode:
PJM Power Market Outlook 2026Brace for Impact ()
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The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.
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