2026.01.21 | PJM Emergency Auction: Data Centers & The 6.6 GW Shortfall

PJM has bypassed standard capacity markets to address a critical 6.6 gigawatt shortfall driven by the explosive growth of AI hyperscalers. We analyze the new "Bring Your Own Power" (BYOP) track, a regulatory breakthrough allowing data centers to skip interconnection queues if they self-supply generation. Discover how governors in New Jersey and Virginia are countering these reliability moves with executive orders to freeze rates and prevent a potential $1 trillion cost transfer to residents. Tune in to understand the deepening conflict between federal emergency interventions and state-level ratepayer protection.