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PJM, the US's largest grid operator, has delayed power-supply auctions and is facing scrutiny from FERC over reserve margin targets amid aggressive data-center growth.
PJM auction delays signal grid capacity constraints are real and structural, directly impacting the availability of reserve power for new AI data-center buildouts across the Eastern US grid.
Trade pressSlicast · September 30, 2026 at 13:48 UTC · Global · Source: Utility Dive
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