A transmission line near Rockdale, Pennsylvania

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PJM capacity and large loads

PJM's Reliability Backstop Procurement for a 6.8 GW target did not open its offer window on 30 September as planned, and its Order 1920 cost allocation is split between two proposals with a Fourth Circuit case pending.

20 articles · Updated 5 October 2026 · September 2026, ongoing

A transmission line near Rockdale, Pennsylvania. Photo: Mr. Matté, CC BY-SA 4.0.

Why it matters

PJM's capacity procurement and transmission cost rules decide how much consumers pay for reliability as large new loads such as data centres connect to the grid.

Key numbers

  • 6.8 GWReliability Backstop Procurement target

Figures as quoted in our articles on this event.

Key developments

  1. PJM's Reliability Backstop Procurement offer window does not open as planned. Read our analysis

  2. Order 1920 cost allocation case argued in the Fourth Circuit. Read our analysis

Our coverage 20 articles

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