220 GW of New Powergen Projects Seek to Connect to PJM, Half Natgas
Although Pennsylvania Governor Josh Shapiro (J.S.) has just hired a lapdog to attack the PJM Interconnection grid as part of his campaign for president (see Shapiro Hires NRDC Attorney as Lapdog to Attack Utility Cos.), the grid manager is doing yeoman’s work to ensure there’s enough electricity flowing for the 67+ million people (from 13 states plus the D.C. swamp) to keep the lights on. PJM reports that under its new “first-ready, first-served approach” that prioritizes projects that are more advanced and better positioned to move forward, it has received 811 proposed new power generation projects, capable of generating 220 gigawatts of electricity, nearly half of which (106 GW) would come from natural gas-fired power plants. Read More “220 GW of New Powergen Projects Seek to Connect to PJM, Half Natgas”
New York’s electric grid faces its lowest reliability margins in recent history this summer, with only 417 MW available under baseline conditions, according to the New York Independent System Operator (NYISO). This critical situation stems from extreme weather, an aging generation fleet, and a lack of new dispatchable resources. NYISO’s annual Summer Reliability Assessment (copy below) says an extended heat wave of three days or more, with temperatures around 95 degrees, could result in a capacity deficit of -1,679 MW, increasing to -3,370 MW at 98 degrees, potentially leading to blackouts. NYISO can implement emergency measures like purchasing energy or voluntary curtailment to mitigate shortfalls, but the overall margin for error is extremely narrow. 
In March, Hull Street Energy (HSE) entered an agreement to acquire two peaking power plants from Rockland Capital, LP, significantly expanding its Milepost Power portfolio (see 
In February 2024, members of the South Carolina Public Service Commission approved a proposed project to build a 1,020-megawatt (MW) gas-fired power plant in the state’s Lowcountry, in Colleton County (see 
In March, the Trump administration announced “South Mon,” a $17 billion natural gas-fueled facility in southwestern Pennsylvania intended to expand domestic energy production (see 
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. The DEP will host a public hearing on May 12 from 5 to 7 PM at the Indiana Theater regarding Homer City Generation’s proposed 5.8-mile natural gas pipeline in Center Township. In response to this new project, local anti-fossil fuel groups are actively mobilizing. So-called “Concerned Residents of Western PA” (CROW) is holding a preparation meeting this afternoon to help “citizens” draft their public comments and build speaking confidence. 
PowerTransitions, an independent power producer specializing in redeveloping legacy power facilities, has agreed to acquire five New York gas-fired power plants — Batavia, Hillburn, Massena, Shoemaker, and Sterling — totaling 323 megawatts (MW) from Alliance Energy Group affiliates. Terms of the deal were not disclosed. The deal marks PowerTransitions’ entry into the New York market, bringing its total portfolio to approximately 550 MW across seven stations spanning multiple NYISO zones. PowerTransitions says the acquired sites offer “brownfield redevelopment potential” for new power generation and battery storage. Frankly, this one is a head-scratcher for us. 
Here we go again with SSDD (same stuff, different day). We’re referring to the bullying talk coming from Pennsylvania Governor Josh Shapiro and his threats to pull the Keystone State out of the PJM grid, the largest electric grid in the U.S., covering all or parts of 13 states plus the D.C. swamp. Shapiro first made this same threat more than a year ago, in January 2025 (see 
On Monday, President Donald Trump invoked the Defense Production Act (DPA) to channel federal funding toward domestic energy projects, specifically targeting liquefied natural gas (LNG), petroleum, coal power, and grid infrastructure. Empowering the Energy Department to bypass regulatory and financial hurdles, the move aims to curb rising electricity and gasoline costs ahead of the midterm elections while meeting surging power demands from the AI industry. 
AI data centers are in the news every single day. We don’t think it’s melodramatic to say that AI is changing the world right now. We also believe it’s accurate to say that everyone (yes, you reading this) will use AI at some level (if you don’t already) within the next year or two. AI, or artificial intelligence, requires, in the aggregate, millions of computers. All of those computers need a place to live (i.e., data centers). And those data centers need electricity to run. Tapping into the local electric grid is not a good option because it takes the grid years to plan, build, and add new sources of power. “Hyperscalers” (massive cloud service providers like Amazon’s AWS, Microsoft’s Azure, or Google’s Cloud, offering scalable, on-demand computing, storage, and networking resources) need to build data centers to house the computers that power AI today. Not years from now. This is a conundrum. A Pittsburgh battery company has partnered with a Houston, Texas, turbine maker to provide a natural gas-based solution ready in months, not years. 
In March, South Carolina regulators approved Duke Energy’s proposal to build a 1.4-gigawatt (GW) natural gas-fired power plant in Anderson County, marking the utility’s first new generation project in the state in a decade (see 
Despite being the nation’s leading electricity exporter and a top producer of natural gas, nuclear power, and coal, Pennsylvania residents pay significantly more for electricity — 45% more per kilowatt-hour than in 2018. Why? Sleazy politicians blame “greedy” utility companies and AI data centers, even though the rise in electric prices predates the current data center boom. If you dig just a little, you will find the real answer: it’s due to the policies put in place by the same sleazy (Democrat) politicians who blame others. 
PJM Interconnection, the nation’s largest electric grid system serving 65 million people across 13 states and Washington, D.C., is pursuing an emergency plan to secure 15 gigawatts (GW) of new power supply to avert electricity shortages driven by surging data center demand tied to artificial intelligence (AI). The grid operator looks to pair proposed data centers with new generation through bilateral negotiations running from September to March 2027. Let’s make a deal!