Midwest Energy Capacity Crunch

The December 15, 2025 Resource Adequacy Study submitted by the Illinois Power Agency, Illinois Commerce Commission, and Illinois Environmental Protection Agency lays out the stark realities for both the PJM and MISO regional transmission systems, which serve Illinois, which face a credible risk of capacity shortfalls over the coming decade due to rapid load growth, primarily from data centers, and the scheduled retirement of aging fossil fuel plants. For more background on Illinois energy policy debates over the past year, check out prior episodes or click here: https://www.ilcapitolgroup.com/Home/Policy/Energy This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ilcapitolgroup.substack.com