PJM Interconnection, every mention
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every year anyone Shayle Kann 54Steve Piper 14Maeve Allsup 10Dana Guernsey 7Tyler Norris 6Heather O'Neill 5Sean McAvoy 4Paul Siegel 4Matthew Sachs 4Varun Sivaram 2
Verbatim, from the transcripts: the passages where PJM Interconnection comes up
The commercial battery comeback
- ▶ 15:55 Shayle Kann That you said from hyperscalers or even, and I'm curious to have you comment on this, like bidding into capacity auctions in PJM or whatever, right? 3 times in the scene
- ▶ 29:09 Tim Hade If you want to build a utility scale battery in PJM today, and you submit your interconnection application to get in the queue, on average, you're waiting about six years right now.
- ▶ 42:51 Tim Hade My guess is bring your own capacity, right, which is sort of the umbrella term for everything I'm talking about, um, is going to be a very, very, very quickly growing sector of this market, because when hyperscalers think about where do I…
Inside the AI power wars
- ▶ 5:02 Jeremy Eliahu-Ontiveros Another way you'd see this is when you look at the minutes of the conversations with officials in, you know, PJM, ERCOT, you always see Google's name.
How data centers are complicating transmission expansion
- ▶ 1:06 Shayle Kann PJM actually approved it in twenty-twenty-two for reliability purposes under the standard rules, where costs are spread across the whole region, the way the transmission has basically always been paid for. 2 times in the scene
- ▶ 4:17 Maeve Allsup It's, it's a planned high voltage transmission line spanning about a 107, I think a little over a hundred miles in PJM. 7 times in the scene
- ▶ 22:29 Maeve Allsup To go, you, I'm sure, know more about the, the development and approval process than I do, but everybody that I've talked to has said there, there is a really good chance that this line gets delayed, um, and no one is quite sure whether… 3 times in the scene
The rise of flexible data centers
- ▶ 5:59 Varun Sivaram Data centers now account for 94% of PJM's projected peak load growth, and by 20:30 EPRI forecast that data centers could use up to 17%
- ▶ 42:49 Varun Sivaram I think later this year, as you know, Emerald and NVIDIA and some other partners, Digital BLT, Epri, Dominion, and PJM, we will put together the world's first, ah,
Battery booms and the rise of flexibility [partner content]
- ▶ 12:37 Sean McAvoy And like, if you look at like PJM and you see what's happening at PJM right now, the prices are going sky high, capacity prices in the 4 times in the scene
PJM and ERCOT navigate a capacity rollercoaster
- ▶ 2:25 Shayle Kann Okay, so I'm admittedly breaking the fourth wall a bit here, but we did, I think, something like 48 episodes of this podcast last year, twenty-twenty-five, and amazingly, the single most popular episode was about the capacity crunch in… 2 times in the scene
- ▶ 3:46 Shayle Kann We're going to talk PJM, and we're going to talk ERCOT in that order. 6 times in the scene
- ▶ 12:05 Paul Siegel Um, the ELCC adjustment to the PJM capacity price for demand response capacity is meaningful, so they don't really see a 300 plus dollar per megawatt day price. 2 times in the scene
- ▶ 13:06 Shayle Kann Maybe before we do, though, staying on PJM and moving on from demand response to new generation. 6 times in the scene
- ▶ 28:17 Paul Siegel We saw similar dynamics in PJM as we did in ERCOT, where, um, demand response was not called in PJM. 2 times in the scene
- ▶ 38:23 Shayle Kann Capacity and end up with ERCOT in a PJM like situation in three or four years, or whether these things kind of balance each other out, and it's going to be totally fine.
The rise of permissionless DERs
- ▶ 32:24 James McGinnis We're talking 30 to 70, 80, 90 gigawatt peaks, um, maybe more if you're in, in PJM.
Who benefits from the AI power bottleneck?
- ▶ 22:24 Shanu Matthew Um, some of these are also in regions, right, where they're impacted by regulatory, uh, impacts such as like Texas with SB six or PJM just actually went through and they couldn't get to a resolution on
Looking for a turnaround in transmission
- ▶ 8:34 Rob Gramlich So it applies to the, the grid operators like PJM and MISO and SPP and California ISO, but also to the, uh, non-RTO utilities they need to get with their neighbors and put regional plans together.
- ▶ 21:37 Rob Gramlich We mentioned SPP, but MISO in the more of the, like, the Great Lakes part of the Midwest, uh, and is looking at seven 65 PJM as well, and they just came out with a new, uh, very much more ambitious plan than we've seen from them.
Unpacking DOE's proposal to transform data center interconnection
- ▶ 18:26 Tyler Norris Yeah, maybe it's worth just stating very clearly up front that, like, one of the things that has been revealed over the past year, you know, based on this co-location docket in PJM and other considerations and other jurisdictions is that…
- ▶ 32:18 Tyler Norris And if you look at, for example, like Google's comments in the PJM, this, this big process, they have this critical issue fast path process trying to figure all this out.
Frontier Forum: A new playbook for clean energy growth
- ▶ 8:48 Heather O'Neill In Maryland, right, in PJM's territory, customers are seeing their monthly bills increase by up to 20 dollars a month, and so that, governors are going to have to act, right?
- ▶ 15:00 Heather O'Neill I think another place that's a hot spot that we are hopeful, hopeful that we can have really constructive engagement is actually around interconnection and, and the interconnection queue, and that's PJM. 4 times in the scene
The new wave of DERs
- ▶ 16:14 Dana Guernsey So you'll have your PJMs and ERCOTs and New York and SPP being bigger than, for example, the Canadian markets. 2 times in the scene
- ▶ 20:09 Dana Guernsey It used to be that that would be crazy to not know how many times PJM dispatched ELRP this summer, or New York dispatched their SCR, Special Case Resources Capacity Program.
- ▶ 23:24 Shayle Kann You talked about PJM dispatching. 5 times in the scene
- ▶ 29:09 Dana Guernsey What is capacity in PJM?
- ▶ 34:50 Dana Guernsey PJM ISO. 3 times in the scene
PJM and the capacity crunch
- ▶ 0:28 Shayle Kann Coming up, we're talking about the Woodstock for Electricity Nerds, the PJM Capacity Auction.
- ▶ 3:18 Shayle Kann But let's talk about one of the bigger alarm bells, which comes recently in the form of the annual capacity market auction in PJM, which is the grid operator for the Mid-Atlantic in the United States, which among other things is home to… 2 times in the scene
- ▶ 4:24 Shayle Kann Alright, let's start by you explaining what the PJM Capacity Auction is. 8 times in the scene
- ▶ 10:49 Steve Piper As PJM looked to revise the rules, as they faced some, some challenges from stakeholders before the FERC to other regulatory bodies, um, as they kind of made revisions to the reliability contributions of different assets, um, 14 times in the scene
- ▶ 21:02 Shayle Kann For you, I guess in the context of PJM, and then maybe you can broaden this out to what we're seeing in other capacity markets, is this a red flag, or at least a yellow flag, with regard to resource adequacy, or do you think it's sort of… 6 times in the scene
- ▶ 28:02 Shayle Kann Okay, so let's broaden it out from PJM for a second. 7 times in the scene
What’s next for the battery storage boom? [partner content]
- ▶ 9:46 Jeff Waters And, you know, right now, I would say, you know, New York, ah, PJM, MISO, those are all regions where we expect to see a lot more growth. 2 times in the scene
Making DERs work for load growth
- ▶ 23:02 Pierre Lafarge Yeah, so effective load carrying capacity is when, you know, you have groups like PJM and MISO, right, that, that say, here is what this asset is allowed to
- ▶ 27:28 Pierre Lafarge A gas plant in PGM is close to 80% accredited load, and solar with no storage is eight percent.
Under the hood of data center power demand
- ▶ 15:35 Brian Janous Roughly four gigawatts of anticipated data center demand for AEP by 2030, and by May, AEP revised that up to closer to 15, in just five months, right?
What do you do with a 100-hour battery?
- ▶ 6:52 Mateo Jaramillo Uh, yeah, I mean, there's a growing acceptance of the value of lithium ion to provide relatively short duration functions into the system, and that's for, uh, everything from sort of minutes of duration where it sort of originally started,…
Fixing interconnection
- ▶ 10:00 Tyler Norris I think the most prominent example is in PJM.
- ▶ 20:06 Tyler Norris So PJM is substantially larger, at least in terms of 3 times in the scene
- ▶ 38:38 Shayle Kann Okay, so if you could, if you're in charge of PJM or MISO or CAISO or some, some market outside of Texas, and you could wave a somewhat realistic magic wand, in other words, you can reform the interconnection process, but you're not going… 2 times in the scene
The great Bitcoin energy debate
- ▶ 5:23 Ben Hertz-Shargel I mean, it is, if you think of kind of the scale of, uh, you know, the size of, let's say the, the competitive markets like ERCOT, um, and PJM, I mean, PJM is a large market, but in ERCOT, um, you know, several gigawatts, which is around…
Mailbag episode! Biotech, layoffs, battery recycling and more
- ▶ 29:34 Shayle Kann There's actually just a study, I think, um, maybe last week or a couple weeks ago that came out, uh, from, I think, Lawrence Berkeley National Labs that, uh, that found that permitting, I'm sorry, interconnection costs in PJM, which is the… 2 times in the scene
The journey to monetizing DERs
- ▶ 11:19 Matthew Sachs Say taking, you know, a very simple example is taking summer heavy thermostats in, say, PJM, combining it with excess winter industrial load in PJM, and making a full seasonal product to participate in their capacity market. 2 times in the scene
- ▶ 16:47 Shayle Kann When resi load typically peaks, as you said, later in the evening, and when CNI load peaks, which is earlier in the day or in the afternoon, and so if you combine them, it's similar to also what you just said before about PJM and different…
- ▶ 44:17 Matthew Sachs So you could take, like, MISO capacity prices are up, but PJM is down. 2 times in the scene