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PJM Grid Projects 6GW Shortfall by Summer 2027 — AI Data Centers Account for 94% of Load Growth
PJM Interconnection, the largest US grid operator serving 65 million people across 13 states, projects a 6,625 MW capacity shortfall starting summer 2027 — the first time in PJM's history its capacity auction failed to procure enough power. Data centers account for 94% of projected load growth, driving capacity prices from $28.92/MW-day in 2024 to a record $333.44/MW-day — an 11x increase. Gartner estimates AI data centers will consume 500 TWh/year by 2027 (2.6x 2023 levels), with every year through 2032 adding twice the demand that new generation can deliver.
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