PJM Grid Caves to PA Gov. Shapiro Bullying Again, Caps Prices 2 Yrs
PJM Interconnection, the electrical grid operator that covers Pennsylvania (along with all or parts of 12 other states and the District of Columbia), has once again caved to the political demands of PA Gov. Josh Shapiro to artificially cap prices in its upcoming capacity auctions for the next two years. PJM caved for the July 2025 auction (see PJM Grid Caves to PA Gov. Shapiro Bullying, Blackout Risk Rises). And now, they’ve extended the same cap for another two years. It means electric ratepayers won’t see as high an increase in their electric rates (a good thing), but it also means the risk of a blackout has just gone WAY up. It means fewer gas-fired power plants will be built in the PJM region, which desperately needs them. Read More “PJM Grid Caves to PA Gov. Shapiro Bullying Again, Caps Prices 2 Yrs”
Anti-fossil fuelers are raising concerns (and stoking fear with county residents) about a potential Duke Energy natural gas power plant in Davidson County, NC, after the project appeared in the company’s long-range planning documents. We first told you about this project three weeks ago (see 
Maryland State Senator Kevin Harris (D-Prince George’s) recently introduced legislation that would allow Big Utilities, such as Exelon, to build and operate power-generation infrastructure using ratepayer funds. The Alliance for Competitive Power (ACP) recently released a study that finds allowing Big Utilities to re-enter the powergen market in Maryland would shift financial risks and cost overruns to ratepayers, whereas competitive markets protect consumers by ensuring shareholders, not the public, bear investment risks. ACP argues that allowing Big Utilities to re-enter power generation would reduce competition and raise prices for ratepayers. 
Virginia Senate Bill 253, introduced by State Senator Louise Lucas (D-Portsmouth), aims to shift energy infrastructure costs from residents to data centers, potentially saving households a whopping $65 annually. The legislation requires data centers—which account for 20% of Dominion Energy’s sales—to fund their own electrical substations and cover specific “capacity costs.” If the bill becomes law and the proposals in it receive approval from the State Corporation Commission (SCC), the typical monthly energy bill for data centers would rise by about 16%, while the typical bill for residential and other customers would decrease by 3% to 3.5%. Looks like Virginia, with more data centers than any other state in the union, is now closed for data center business. Too bad. 
Duke Energy, headquartered in Charlotte, N.C., is one of the largest U.S. energy holding companies, serving 8.7 million electric customers and 1.8 million gas customers across six states as of early 2026. While the company dabbles in unreliable renewables like solar and wind, its bread-and-butter, go-to source for new electric power generation is natural gas, which it gets from the Marcellus/Utica. We’ve reported on many of Duke’s announced new gas-fired power plant projects (
A Cleanview report reveals that nearly 75% of planned on-site power for U.S. data centers is natural gas-fired as operators bypass traditional grid connections. Driven by surging AI demands and grid delays of up to seven years, this trend involves 46 projects totaling 56 gigawatts. While developers publicly highlight renewables, immediate capacity remains dominated by gas due to its reliability. Development is concentrated in gas-rich regions like Texas and Pennsylvania. To overcome equipment shortages, some firms use creative solutions, such as repurposed jet engines. This shift underscores natural gas’s vital role in supporting the rapid expansion of American AI infrastructure. 
The Pennsylvania Department of Environmental Protection (DEP) is seeking public comment on an Individual Stormwater Permit for a 5.8-mile natural gas pipeline in Indiana County. Serving the proposed Homer City Generation LP 4.5 GW power plant and data center, the 30-inch pipeline will traverse Black Lick, Burrell, and Center Townships, involving several stream and wetland crossings. Interested parties have 30 days to submit comments to the DEP’s Northwest Regional Office. While no public hearing is currently scheduled, one may be requested. Additional project details and permit applications are available for review through the DEP’s regional office and website. 
The Tennessee Valley Authority (TVA), the country’s sixth-largest power supplier and the largest public utility company, is initiating its largest-ever capital program, planning 6.2 GW of new generation (most of it natural gas-fired) to address surging demand from population growth and data centers, which are expected to double their energy usage by 2030. To replace retiring coal assets, TVA is currently building two 1.5-GW natural gas plants—one at Cumberland and one at Kingston. Most (if not all) of the natural gas that will feed these new plants, as well as not-yet-announced projects, will come from the Marcellus/Utica. 
Pennsylvania Governor Josh Shapiro (far-left Democrat) has a plan to address rising electricity costs by “increasing oversight” of investor-owned utilities, which he claims generate “excessive profits” at the expense of Pennsylvania ratepayers. That’s code for take them over and have the government (liberal Dems) run them. Last time we checked, we still live in the USA, land of the free and home of the brave. We don’t live in the USSR. 
Despite claims by anti-fossil fuelers that the Tenaska Westmoreland Generating Station in southwestern PA would spread disease and death if built, it’s been up and running since 2018, producing power and generating revenue for both its builders and the community. Oh, and everyone is in good health. However, the plant has been operating under a state permit since it opened. It needs a federal Title V permit for long-term operation. The state Department of Environmental Protection (DEP) is the agency that issues such a permit and is proposing to do so, which (of course) has antis’ knickers in a twist. In particular, antis complained that no public complaint sessions were scheduled. They got their wish yesterday. 
Last July, President Trump and PA U.S. Senator Dave McCormick attended a meeting in Pittsburgh to announce an amazing $92 billion of private (no taxpayer funding) investment in the Keystone State, mainly in the data center sector (see 
In December, MDN reported that pipeline giant Williams, through its new subsidiary, Will-Power, plans to build a third gas-fired power plant to power a Meta (Facebook) data center complex in Bowling Green, OH (see