PJM Interconnection, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where PJM Interconnection comes up

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▶ 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…

▶ 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.

▶ 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

▶ 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,

▶ 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

▶ 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.

▶ 32:24 James McGinnis We're talking 30 to 70, 80, 90 gigawatt peaks, um, maybe more if you're in, in PJM.

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