Wall St Engine(@wallstengine ):AI DATA CENTER LOAD IS PUSHING UP PJM POWER COSTS PJM is the largest U.S. grid, serving 67M people across 13 states and D.C. Wholesale power costs on PJM averaged $136.53/MWh in Q1 2026. That is up 75.5% from $77.78/MWh in Q1 2025. Capacity costs jumped 398.1% YoY. Congestion costs rose 300.4% to $2.02B. Monitoring Analytics says recent PJM capacity auctions were not competitive, primarily because of forecast demand from data centers. Bloomberg says data center load included in the last two PJM capacity auctions increased customer bills by $13.8B.

2026.05.14 19:19

AI DATA CENTER LOAD IS PUSHING UP PJM POWER COSTS PJM is the largest U.S. grid, serving 67M people across 13 states and D.C. Wholesale power costs on PJM averaged $136.53/MWh in Q1 2026. That is up 75.5% from $77.78/MWh in Q1 2025. Capacity costs jumped 398.1% YoY. Congestion costs rose 300.4% to $2.02B. Monitoring Analytics says recent PJM capacity auctions were not competitive, primarily because of forecast demand from data centers. Bloomberg says data center load included in the last two PJM capacity auctions increased customer bills by $13.8B.