PJM Grapples With Data Center Load and Supply Gaps

PJM Grapples With Data Center Load and Supply Gaps

From Switched On by Bloomberg

April 15, 2026 · 28 min

About this episode

The episode discusses the challenges PJM Interconnection faces with rising power demand and supply gaps in the electricity market.

PJM Interconnection is entering an era of explosive power demand. Home to a significant share of the world’s data centers, the largest US electricity market could soon be facing sky-high prices and scant supply. Yet stakeholders are divided on how best to respond. Should PJM focus on building new generation, or should it lean on flexible demand? And with no lever able to solve the problem single-handedly, what happens if supply simply can’t keep up? On today’s show, Tom Rowlands-Rees is joined by two members of BloombergNEF’s US power team, analyst Lara Kammen and senior associate David Mohammadi, to discuss their note “PJM Power Market Outlook 2026: Brace for Impact.” Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: PJM Power Market Outlook 2026: Brace for Impact - https://www.bnef.com/insights/38947 See omnystudio.com/listener for privacy information.

People in this episode

Host: Tom Rowlands-Rees

Guests: Lara Kammen, David Mohammadi

Topics covered

  • power demand
  • data centers
  • electricity market
  • supply gaps
  • energy transition

Keywords

  • PJM Interconnection
  • data centers
  • electricity market
  • power demand
  • energy supply

Mentioned in this episode

Organizations: PJM Interconnection, BloombergNEF

Books & works: PJM Power Market Outlook 2026: Brace for Impact

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