February 22, 2025

Resource Adequacy

Resource adequacy is the ability of electric grid operators to supply enough electricity at the right locations, using current capacity and reserves, to meet demand. It is expressed as the probability of an outage due to insufficient capacity.
Talen Energy
FERC Launches Rulemaking on Data Center Co-location in PJM
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.
Southern Co.
Strong Southeast Economy Bolstered Southern Co. Growth in 2024
Southern Co. leaders said the region's rising commercial demand for electricity continued to fuel strong revenue growth across its companies in 2024.
© RTO Insider LLC
FERC OKs Changes to PJM Capacity Market to Cushion Consumer Impacts
FERC approved a suite of changes to PJM's next couple of capacity auctions, which are meant to mitigate billing impacts as the supply-demand dynamic in the region tightens and longer-term reforms are pursued.
SEIA
Energy Innovation: US Needs New Approach to Grid Reliability
To build a reliable, affordable and clean electric power system, the U.S. energy industry and customers will need to shift their thinking about what a reliable system looks like, according to a study from nonprofit think tank Energy Innovation Policy & Technology.
Admin Monitor
ERCOT’s Revised CDR Report Met with Doubts
ERCOT released its semiannual but delayed Capacity, Demand and Reserves report that provides potential future planning reserve margins five years into the future that some say are "scary."
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.
Barton Malow
DTE Energy Ups 5-Year Plan to $30B
DTE Energy’s five-year capital expenditure plan now calls for $30 billion in investment, up $5 billion.
Duke Energy
Duke Spending Big to Meet Increasing Load Growth in the Late 2020s
Duke Energy’s leadership changed the guard during its first-quarter earnings call as retiring CEO Lynn Good and her replacement, Harry Sideris, split the presentation. 
Google
AEP to Increase Investment in Face of Data Center Growth
American Electric Power told financial analysts that it is evaluating $10 billion of potential incremental investment because of increasing interest from data centers and other large loads.
Shutterstock
FERC Approves PJM’s One-time Fast-track Interconnection Process
FERC approved a one-time measure by PJM to add up to 50 new projects to a cluster of projects to be studied beginning in April.

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