Powering the Surge: How PJM, the White House, and States Are Responding to Explosive Load Growth

Electricity demand across PJM is accelerating at a pace few anticipated, driven by AI, data centers, and advanced manufacturing. What was once a long-term planning challenge has become an immediate test of market design, grid reliability, and regulatory authority.  In response, the White House has stepped in, urging faster generation development and greater investment certainty. PJM is deploying new reliability tools. States are increasingly acting to protect consumers as capacity prices rise. Yet despite gigawatts of generation approved for interconnection, much of that supply is not arriving fast enough — or in the right form — to meet near-term needs.The result is a high-stakes question facing policymakers, developers, and market participants alike: how do we move faster without breaking the system we rely on?In episode 11 of Accelerating Energy, Sidley partner Ken Irvin sits down with Terence Healey of Sidley’s Energy practice and Todd Snitchler, President and CEO of EPSA, to unpack PJM’s evolving approach to large loads, the implications of FERC’s co-location order, the White House’s intervention, and the expanding role of states in an increasingly stressed power market.Executive Producer: John Metaxas, WallStreetNorth Communications, Inc.