2026.01.26 | PJM Grid Emergency: AI Load, 21GW Outages & The DOE Pivot

PJM faced a staggering 21 gigawatts of forced outages this weekend as gas-electric coordination failures collided with Winter Storm Fern. We break down why real-time prices in Data Center Alley screamed past $1,800 per MWh and analyze the Department of Energy’s massive pivot to "Energy Dominance Financing". Plus, we discuss ComEd’s revelation that data centers now drive 47% of new substation demand and what El Paso Electric's new gas plant means for the race for reliability. Tune in for a fact-based review of the widening gap between grid infrastructure and the surging reality of AI load.