data-center share of PJM's $16.4B capacity-auction cost — the cost-shift driver
~$6.3B (38%)observed
| Value kind | observed — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range. |
|---|---|
| Caveat | 2028/29 BRA vintage (posted 2026-07-14; cleared 138,318 MW at the $325/MW-day FERC-approved cap, 6,831 MW short of the reliability requirement — second consecutive shortfall — with only ~525 MW of new resources; PJM plans a Backstop Procurement). Monitoring Analytics attributes ~$6.3B (38%) of the auction's ~$16.4B to data-center demand; the prior 2027/28 BRA (Dec 2025) share was ~$6.5B (40%) — two consecutive auctions near two-fifths. |
| As of | 2026-08-26 |
| Source | Monitoring Analytics; Utility Dive |
| Review | checking…review by 2026-09-21 · fast cadence |
| Recorded changes | last 2026-08-26 · 2 revisions tracked |
| Claim id | data-center-share-of-pjm-s-16-4b-capacity |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.