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.
Dominion Energy
Dominion Reports on CVOW Progress, Data Center Growth in Q3 Earnings
Dominion Energy reported $1 billion in net income in the third quarter, which saw it remain on track with its offshore wind project while its pipeline of data center customers grew yet again.
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Xcel Energy, AEP Plan to Invest $132B Through 2030
Xcel Energy and AEP both said during their quarterly earnings calls that they have increased their capital investment spend to meet increasing demand from large loads.
Nvidia
Nvidia, Emerald AI, EPRI and PJM Announce Flexible Data Center Project
The artificial intelligence industry and power industry are working together to develop the first “power-flexible AI factory” at a 96-MW facility in Manassas, Va.
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PJM MRC/MC Briefs: Oct. 23, 2025

PJM’s Markets and Reliability Committee endorsed by acclamation a proposal to use only cost-based offers for resources committed in advance of the day-ahead energy market.

Acroterion, CC BY-SA-4.0, via Wikimedia Commons
DOE Extends Order Lifting Run Hour Limits on Md. Generator
The U.S. Department of Energy approved PJM's request to extend an order allowing Talen Energy to continue operating is oil-fired H.A. Wagner Unit 4 beyond the 438 hours it is permitted to operated each year.
PJM
PJM Board of Managers Approves Quadrennial Review Proposal
The PJM Board of Managers has directed staff to proceed with a Quadrennial Review design that reworks the capacity auction price curve and sets the reference resource as a combustion turbine for all zones.
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PJM Promotes 3 Executives as CEO Search Continues
PJM has promoted a trio of executives while it continues its search for a new CEO.
NRDC
PJM Stakeholders Present CIFP Options for Meeting Rising Data Center Load
Several stakeholders presented proposals for how PJM could address accelerating load growth as the Critical Issue Fast Path process on large load growth wraps up its second phase.
Duke Energy
NCUC Examines the Challenges to Meeting Demand from Large Loads
The North Carolina Utilities Commission spent several days diving into the issues of meeting new demand from large loads like data centers.
PJM
PJM MRC/MC Preview: Oct. 23, 2025
A summary of the agenda items scheduled to be brought to a vote at the PJM Markets and Reliability Committee and Members Committee meetings Oct. 23.

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