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December 5, 2025

Exelon

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PJM Stakeholders Vote Out 2 Board Members

PJM’s Members Committee voted not to reelect two incumbent members of the RTO’s Board of Managers: Chair Mark Takahashi and Terry Blackwell.

Talen Energy
FERC Approves $180M Annually for RMR Deals with Brandon Shores and Wagner Plants
FERC approved settlements on reliability must run deals that will keep the Brandon Shores Generating Station and the H.A. Wagner Generating Station in Maryland running until May 31, 2029.
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Stakeholders, NERC Respond to FERC Large Loads Investigation
Stakeholders urged FERC to consider reliability and consumer costs when weighing approaches to co-located large loads.
Aurora Energy Research
Around the Corner: The Promise, Uncertainty and Unparalleled Risk of Data Center Load
Columnist Peter Kelly-Detwiler writes about the explosion of data center load requests and the enormous risks to utilities and ratepayers of overbuilding assets.
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PJM PC/TEAC Briefs: March 4, 2025
PJM presented the Planning Committee with a draft amendment to the Deactivation Enhancement Senior Task Force’s issue charge to add a key work activity focused on creating pro forma language for reliability-must-run agreements with generation owners seeking to deactivate a unit identified as being necessary for reliability.
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PJM Stakeholders Endorse Changes to Black Start Compensation
The PJM Market Implementation Committee endorsed a proposal to revise the base formula rate for compensating black start resources.
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As Policies in Washington Change, Grid Investment Still Needed
Participants at the National Association of Regulatory Utility Commissioners’ Winter Policy Summit emphasized the need for additional investment in the grid.
Lawrence Berkeley National Laboratory
FERC Launches Rulemaking on Thorny Issues Involving Data Center Co-location
FERC voted unanimously to launch a review of data center co-location issues in PJM that will look into whether the RTO’s tariff needs to be revised to ensure grid reliability and fair costs to customers.
Casey Monaghan, CC-BY-SA 2.0, via Wikimedia
Utilities Pushing for Return to Owning Generation in Pennsylvania
Spiking capacity prices in PJM have PPL and Exelon pushing for a potential return to utility-owned generation in Pennsylvania, which three former PUC chairs warned would be harmful to consumers.
ITC Midwest
Incumbent Utilities Make Case for ROFR Laws in New Report
A band of incumbent utilities has collected case studies that they say demonstrate the need to instate or maintain the right of first refusal for the good of grid expansion.

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