2026.02.26 | PJM’s 445% Price Surge & The $26.5B DOE Loan

Capacity prices in PJM's ComEd zone just skyrocketed by a staggering 445%, signaling a critical era of severe grid scarcity. As market volatility peaks, we analyze the Department of Energy's historic $26.5 billion DOE loan to Southern Company to fund massive natural gas, hydro, and nuclear infrastructure. We also unpack the newly proposed GRID Act, which could radically disrupt the industry by forcing new data centers over 20MW to procure their own off-grid power to protect residential ratepayers. Listen now to understand how these colliding forces of federal financing, legislative crackdowns, and surging price signals will dictate your utility's future capital and load management strategies.