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PJM Warns Years to Fix Grid, 220 GW Requested

5/9/2026

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Story summary
  • PJM Interconnection issued a May 8 2026 paper stating the region has “years, not decades” to revamp its grid and recommends commitments, tiered reliability guarantees, and a market shift.
  • PJM CEO David Mills called situation untenable; AEP CEO Bill Fehrman warned utility may exit.
  • Developers filed over 800 requests for 220 GW of new power; of the 300 GW paused in 2022, with 103 GW signed agreements and 23 GW connected, affecting Northern Virginia’s data-center hub.