PJM’s Summer Looks Covered, But AI Load Forecasts Don’t — May 15, 2026

PJM says it has enough capacity for summer, but the sharper question is whether AI campus load forecasts are real enough to shape capacity markets, transmission plans and state permitting. Pennsylvania’s pipeline and Blackstone’s REIT IPO show both the grid stress and capital appetite. In this episode: Top stories: 1. PA power grid operator PJM ready for summer but faces data center risk — USA TODAY NETWORK https://www.publicopiniononline.com/story/news/state/2026/05/14/pa-power-grid-pjm-summer-2026-capacity/90031978007/ 2. Step Back: When a hyperscale or AI campus shows up as a multi-gigawatt load request, what proof should PJM, utilities, and state regulators require before treating it as real in resource adequacy, transmission, and capacity-market planning—and who pays if that forecast turns out wrong? 3. NERC Standards Committee Considering Supply Chain, Large Load Actions — RTO Insider https://www.rtoinsider.com/132228-nerc-standards-committee-considering-supply-chain-large-load-actions/ 4. DEP Considering Permits For 17 A.I. Data Centers Projects, Aware Of 34 Other Proposals; Data Centers In Fast Track Permitting Program Need Same Permits, Meet Same Standards As Everyone Else — PA Environment Digest Blog http://paenvironmentdaily.blogspot.com/2026/05/dep-considering-permits-for-17-ai-data.html 5. Blackstone raises $1.75 bn in data centre REIT IPO — The Economic Times https://economictimes.indiatimes.com/news/company/corporate-trends/blackstone-raises-1-75-bn-in-data-centre-reit-ipo/articleshow/131101736.cms Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]