2026.01.20 | Feds vs. PJM: Emergency Auctions & The "Make Tech Pay" Mandate

The White House has declared a national energy emergency, demanding PJM run immediate auctions for guaranteed baseload power funded entirely by Big Tech. We break down the clash between this federal "Make Tech Pay" provision and PJM’s counter-proposal for a "Connect and Manage" framework that prioritizes speed over firm service. Plus, we analyze how Talen Energy and New Era are bypassing regulatory gridlock through massive acquisitions of dispatchable generation and vertical integration. Tune in to understand how these competing directives will reshape reliability, data center growth, and the future of grid operations.