The PJM Capacity Crisis – What Industrial Energy Consumers Need to Know for 2026/2027 and Beyond

White Paper on the PJM Capacity Crisis

What's Driving PJM Capacity Cost Increases?

If your facilities operate in PJM territory, you've likely noticed significant changes in electricity costs. Capacity prices have increased substantially over the past two years, materially impacting industrial electricity bills.

This shift reflects structural market changes driven by increasing demand from data centers and AI technologies, combined with generation retirements and evolving renewable energy policies. Understanding these dynamics and implementing appropriate strategies can help manage the financial impact.

Our white paper provides practical guidance on budget planning, risk management approaches, and renewable energy options for industrial energy consumers navigating the current PJM capacity market.  

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