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Infra2026-05-11 · source-backed
The largest US grid operator, serving 65 million people across 13 states, failed to procure enough capacity for the first time in its history. Capacity prices jumped from $28.92/MW-day to $333.44/MW-day. An 11x increase.
Each link below shares sources, entities, or timing with this story.
Shared entities / Shared topic / What happened next / Tension
Both cover Capacity, PJM; overlapping topics (capacity, data); picks up the Capacity thread on 2026-08-17.
Shared entity: PJM / Shared topic / What happened next
Both cover PJM; overlapping topics (center, load); picks up the PJM thread on 2026-07-29.
Both cover PJM; overlapping topics (center, data); picks up the PJM thread on 2026-06-20.
Shared topic / Tension
Overlapping topics (center, growth, increase); pushes against this story (contradicts).
Shared entity: Capacity / What happened next
Both cover Capacity; picks up the Capacity thread on 2026-08-11.
Both cover Capacity; picks up the Capacity thread on 2026-08-04.
Shared topic
Overlapping topics (capacity, center, data, load).
Shared topic / Tension
Overlapping topics (growth, million); pushes against this story (but).