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PJM Interconnection

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PJM

PJM Interconnection LLC (PJM) is a regional transmission organization (RTO) in the United States. It is part of the Eastern Interconnection grid operating an electric transmission system serving all or parts of Delaware, Illinois, Indiana, Kentucky, Maryland, Michigan, New Jersey, North Carolina, Oh

9Total Mentions
-0.11Sentiment (Neutral)
+2.0%Velocity (7d)
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First seen: May 1, 2026Last active: 2d agoWikipedia

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Mentions × Lab Attention

Weekly mentions (solid) and average article relevance (dotted)

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Timeline

8
  1. PolicyJun 4, 2026

    PJM warns of AI data center load growth from 5 GW to 25 GW by 2035, citing grid reliability and cost risks

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    current load:
    5 GW
    projected load 2035:
    25 GW
    interconnection queue delay:
    4 years
    capacity price increase:
    15%
  2. PolicyMay 13, 2026

    PJM data reveals AI data centers face 3-4 year post-approval delays, exceeding queue wait times

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  3. PolicyMay 13, 2026

    PJM overhauled interconnection processes as AI datacenter projects now average over 7 years to go live, with post-approval delays of 4 years.

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    average project time:
    7+ years
    post-approval delay:
    4 years
    preliminary applications:
    220 GW
    peak demand forecast 2036:
    210 GW
  4. Regulatory ActionMay 12, 2026

    $22 billion in total PJM transmission project costs over 3 years

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  5. Regulatory ActionMay 12, 2026

    FERC complaint filed by Maryland OPC challenging PJM cost allocation rules for AI data centers

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    complaint amount:
    $2 billion
  6. Product LaunchMay 1, 2026

    PJM launched reformed interconnection process using agentic AI from Tapestry, receiving 811 projects totaling 220GW

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    projects:
    811
    capacity gw:
    220
  7. Regulatory ActionApr 3, 2026

    PJM reported 220GW interconnection queue for AI data centers

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    queue capacity gw:
    220
    affected region:
    Eastern Interconnection, US
  8. PolicyJan 1, 2026

    PJM electricity prices spiked 76% in 2026 due to AI data center demand

    View source
    price increase percentage:
    76%

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Sentiment History

+10-1
6-W186-W236-W24
Positive sentiment
Negative sentiment
Range: -1 to +1
WeekAvg SentimentMentions
2026-W180.002
2026-W20-0.204
2026-W23-0.301
2026-W240.052