2026.03.31 | PJM’s 30% Retail Rate Shock & The 50GW Data Center Boom

Unprecedented data center demand is stretching the US power grid to its absolute breaking point, triggering staggering retail rate spikes of up to 30.3% in the PJM footprint. As total tech capacity crosses 50 gigawatts and developers rapidly pivot toward gas-fired generation, a fierce regulatory battle is erupting over delayed collocation tariffs and mandatory federal reporting. We also break down FERC's sweeping new cybersecurity mandates, exposing the severe compliance risks as the agency eliminates technical feasibility exceptions for virtualized infrastructure. Listen now to master the strategic realities of defending your utility's rate cases and understand how this surging AI load is permanently rewriting the rules of resource adequacy.