Monitoring Analytics

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PJM OC Briefs: April 9, 2026
The PJM Operating Committee endorsed manual revisions that included the elimination of a requirement that actual meter test results should be provided to the RTO.
PJM
Monitor Warns Talen Acquisition Will Increase PJM Market Concentration
Talen Energy’s proposal to buy more than 2.5 GW of generation from Energy Capital Partners will lead to a more concentrated PJM market and greater market power for the fourth largest generator in the RTO, the Monitor said in comments filed with FERC.
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PJM Stakeholders Endorse Penalties for Pre-emergency Load Management
The PJM Market Implementation Committee endorsed an RTO proposal to establish penalties for load management and price-responsive demand resources that underperform during pre-emergency deployments.
Monitoring Analytics
Monitor Urges PJM to Make Data Centers Bear Grid Burden
PJM’s Independent Market Monitor warned the cost of wholesale power in the RTO will continue to rise with the rapid addition of data center load without enough capacity to serve it.
PJM
PJM Plans to Release Reliability Backstop Design in April
PJM has updated its thinking on the design of its reliability backstop procurement to meet rising data center load, gravitating toward a model in which the RTO would determine the amount of capacity to be purchased and act as the administrator and counterparty to the resulting agreements.
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PJM, Monitor Float Reserve Market Changes
PJM and the Independent Market Monitor are drafting proposals to rework the RTO’s reserve market.
Google
ANOPR Reply Comments Offer Differing Paths for FERC Action on Large Loads
Reply comments to the Department of Energy’s Advance Notice of Proposed Rulemaking to FERC on large loads offered differing paths for the commission to potentially take.
Amazon
FERC Approves PECO-Amazon Transmission Agreement for Pa. Data Center
FERC approved a transmission security agreement between PECO Energy and Amazon for a data center planned in Falls Township, Pa.
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FERC Greenlights LS Power to Sell CPower, 12.9 GW to NRG

FERC approved LS Power’s deal to sell 12.9 GW of its gas generation in PJM, NYISO and ISO-NE, as well as its 6-GW demand response business, CPower, to NRG Energy for $12 billion.

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PJM MIC Endorses 2 Quadrennial Review Proposals
The PJM Market Implementation Committee voted to endorse two packages of revisions to key parameters of the capacity market out of six offered by PJM and stakeholders that resulted from the Quadrennial Review.

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