Shifting Control of PJM to Politicians Would Be a Fatal Mistake
In September, a blaming and bullying “summit” was convened by one of the biggest bullies on the political scene today, Pennsylvania Governor Josh Shapiro, to complain about high electricity prices in the PJM Interconnection grid (see Gov. Shapiro Convenes Gang to Blame PJM Grid for His Policies). Shapiro and some of his fellow governors in PJM blame the grid operator, alleging mismanagement, for high prices. As we have pointed out, PJM is nothing more than the equivalent of an air traffic controller (see GOP State Senators Respond to PA Gov. Shapiro’s Bash PJM Summit). Yet the governors (i.e., politicians) want to control PJM. The president and CEO of the Electric Power Supply Association (EPSA) says politicians should keep their hands off our power grid. Read More “Shifting Control of PJM to Politicians Would Be a Fatal Mistake”
The U.S. Energy Information Administration (EIA) issued its latest monthly Short-Term Energy Outlook (STEO) yesterday. The STEO is the agency’s monthly best guess about where energy prices and production will head in the next 12 months. In this latest assessment, EIA dropped its estimates for the Henry Hub spot price for 2025, again, as it has for months. The agency expects the HH spot price to average $3.40 per million British thermal units (MMBtu) in 2025, $0.10 lower than last month’s forecast (and $0.30 below the prediction from three months ago). EIA also dropped its 2026 forecast, quite radically, lowering it by $0.40 to $3.90/MMBtu. Hence, our suspicion that sometimes the data crunchers haul out the breakroom dartboard to help with forecasts. 
PJM Interconnection, the U.S.’s largest regional transmission operator, has proposed an Expedited Interconnection Track (EIT) to let large power generation projects over 500 MW bypass the grid’s traditional interconnection queue. Open to any fuel type, the EIT requires projects to be state-sponsored, seek Capacity Interconnection Rights, and achieve operational readiness within three years. Any fuel type that can meet those criteria, including natural gas, nuclear, renewables, and even battery storage, will qualify for the program. However, the reality is that natural gas is the most likely source to be built and brought online. 
In April, MDN told you about a new greenfield expansion of Kinder Morgan’s Elba Express pipeline into South Carolina to serve growing demand for natural gas in the state (see 
What is it about the modern Democrat Party that seeks the total destruction and annihilation of that which they perceive as a political threat? The party, or perhaps more accurately, the radical left elements of the party (which increasingly is all of the party), wants to destroy law and order, including our police departments. Just look at the “protests” (i.e., violent riots) in places like Portland, Oregon. Look at the violence against ICE (U.S. Immigration and Customs Enforcement) employees in places like Chicago. And look at the dangerous talk of politicians like Pennsylvania Governor Josh Shapiro, who is threatening to force the state out of the PJM Interconnection electric grid (see 
Ohio State University (OSU) is constructing two natural gas combustion turbine generators and one steam turbine generator with a maximum power generating capacity of 105.5 megawatts of electricity and 285 kilopounds per hour of steam. It’s being built on 1.35 acres at OSU’s main campus in Franklin County (see 
Gas-fired power plants in the Marcellus/Utica region (and beyond) continue to change hands at a rapid pace. In May, Vistra Corp. announced a deal to acquire seven natural gas-fired power plants, totaling approximately 2,600 MW of capacity, from Lotus Infrastructure Partners (see 
Mon Power and Potomac Edison are local utilities and subsidiaries of FirstEnergy Corp. The two companies recently submitted an Integrated Resource Plan (IRP) to the West Virginia Public Service Commission, outlining how they will continue to deliver reliable, cost-effective power to West Virginia homes and businesses over the next decade. The big news (for us) is that the companies are seriously exploring the possibility of building a new 1,200-megawatt natural gas combined-cycle power plant, which is expected to be operational around 2031. 
The State of Maryland opened the door on Tuesday to a program that could, theoretically, fast-track energy projects through the state’s regulatory process in hopes of boosting the amount of power generated in the state. For the next 30 days, the Public Service Commission (PSC) will accept applications for large-scale power projects, also known as “dispatchable” generation, which can provide energy quickly during periods of peak demand. The problem is that this effort is merely window dressing. It’s a pretense. No major new natural gas power plants will be built in the state. 
The Tennessee Valley Authority (TVA) is the sixth-largest power supplier and the largest public utility in the country. In 2021, MDN told you that TVA is spending over $1 billion to replace six coal-fired plants with natgas-fired turbines (see 
In April, Knighthead Capital Management, Homer City Redevelopment (HCR), and Kiewit Power Constructors Co. announced a plan to convert the former Homer City Generating Station, previously the largest coal-fired power plant in Pennsylvania (Indiana County, 50 miles east of Pittsburgh) into a more than 3,200-acre natural gas-powered data center campus, designed to meet the growing demand for artificial intelligence (AI) and high-performance computing (see 
The Eddystone Generating Station is a power plant owned by Constellation Energy Corporation, located in Eddystone, PA (near Philadelphia, in Delaware County). Units 3 and 4, each with 380 MW of generation capacity, can run on either natural gas or oil. The Eddystone Units were initially scheduled for retirement on May 31, 2025; however, the U.S. Department of Energy (DOE) intervened and ordered both units to remain online and active due to emergency energy conditions in the PJM grid. The original order kept both units online and active an extra 90 days, until August 28. DOE Secretary Chris Wright sent a new order to Constellation extending the operation of the two units for an additional 90 days, until November 26 (see 
Last week, we brought you several posts about a “summit” (a blaming and bullying session) convened by one of the biggest bullies on the political scene today, Pennsylvania Governor Josh Shapiro, to complain about high electricity prices in the PJM Interconnection grid (see 
As we’ve explained multiple times, the policies of governors like Josh Shapiro (Pennsylvania), Maura Healey (Massachusetts), and Ned Lamont (Connecticut) are the DIRECT cause of higher electricity prices. And now that prices are soaring, those governors are running away from their culpability as fast as they can, attempting to shift blame (see 
Homer City Redevelopment is transforming the former Homer City Generating Station in Indiana County, Pennsylvania, into the $24 billion Homer City Energy Campus, one of the largest redevelopment projects in state history (see