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February 19, 2026

PJM

PJM Interconnection LLC is a regional transmission organization that coordinates the movement of wholesale electricity in all or parts of Delaware, Illinois, Indiana, Kentucky, Maryland, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia, West Virginia and the District of Columbia.
NJ BPU
N.J. Confronts Data Center Load Surge
New Jersey faces tough decisions on how to balance the risk of blackouts against the cost of reducing their frequency as the state confronts the unprecedented future energy demand surge facing the region.
Duke Energy
Duke Highlights Legislative Wins in Q2 Earnings Call
Duke Energy reported earnings of $1.25/share for the second quarter, and its CEO told analysts the company also came out ahead with state and federal legislation.
PSEG
PSEG Sees Data Centers Surge amid Rising Demand Forecasts
The Public Service Enterprise Group is waiting for New Jersey to address the region’s predicted energy shortage as the utility continues to see a dramatic rise in potential demand from data centers.
Exelon
Exelon Continues to Explore Getting Back into Generation
Exelon's CEO said on an earnings call that the company remains interested in the possibility of utility-owned generation.
PPL
PPL Briefs Analysts on Efforts to Serve Data Centers in Pa., Ky.
PPL expects the current surplus of generation in its Pennsylvania territory will be lost to demand growth from data centers in the next five years and said it has plans to help meet that growing demand with new generation. 
Acroterion, CC BY-SA-4.0, via Wikimedia Commons
DOE Lifts Run Hour Restrictions on Maryland Generator
The Department of Energy issued an emergency order to lift annual run-hour restrictions on the H.A. Wagner Generating Station Unit 4 located outside of Baltimore to address a shortage of generation in PJM.
Alison Williams, B Strategic Solutions
Stakeholder Forum: PJM Is Flailing, but There’s a Solution
Everyone knows we need more electricity, and it’s painfully clear PJM is not capable of responding to increased demand, say energy consultants Brad Viator and Alison Williams.
PJM
PJM MRC/MC Briefs: July 23, 2025
PJM's Markets and Reliability Committee endorsed by acclamation an issue charge by Constellation Energy focused on how storage as a transmission asset could be implemented in the RTO.
© RTO Insider LLC
PJM Stakeholders Support Sub-annual Capacity Issue Charge
The PJM MRC endorsed an issue charge to hire a consultant to investigate the pros and cons of a sub-annual capacity market and what designs stakeholders feel would be feasible.
© RTO Insider  
PJM Stakeholders Reject 2027/28 Capacity Auction Parameters
Stakeholders rejected the installed reserve margin and forecast pool requirement values recommended by PJM staff, with some opposed arguing that the inputs remain nebulous.

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