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PJM
Policy
Infrastructure Update – Week of November 2, 2026
Who decides what gets built, and who pays for it? This week’s Infrastructure Update covers New Jersey’s data center debate, water infrastructure funding gaps, utility transparency and a proposed $50 billion climate fund. Read the full roundup at TriStateInfrastructureNews.com.
Infrastructure Funding
Infrastructure Update – Week of October 19, 2026
PJM reliability warnings, Port Authority Midtown overhaul, fuel‑industry gas‑stove alarm, FERC rejection of PJM’s load plan, Staten Island wants a faster Outerbridge, and Port Authority’s Newark Liberty Terminal A expansion.
Energy
PJM framework could help data centers connect without raising regional power costs
New data centers could be required to reduce their electricity use before homes lose power during a grid emergency under a proposal from PJM Interconnection.
Energy
Sherrill’s first 6 months: energy scorecard
Gov. Mikie Sherrill is reshaping NJ energy with rate freezes, new solar, and nuclear support to save ratepayers over $1B. However, regional PJM grid costs continue driving up utility bills.
Energy
Is nuclear power the answer as demand rises?
New Nuclear Investment Could Deliver Reliable Energy, Lower Costs, and Thousands of Skilled Jobs
As electricity demand continues to rise across the United States, advocates...
Energy
Environmental groups oppose Sherrill’s nuclear strategy
New Jersey once again turns toward nuclear energy as policymakers confront rising electricity demand, aging infrastructure, and the need for carbon‑free generation. But local environmental groups oppose the Sherrill administration’s openness to next‑generation reactors and state lawmakers advancing new procurement legislation.
Energy
NJ ramps up battery storage (BESS): Build‑out begins as the state confronts a growing generation gap
These three battery storage projects are at the forefront of NJ’s energy pivot.
Economic Development
Infrastructure Update – week of May 18, 2026
This Week in Policy, Energy Infrastructure & Transportation
Energy
New Jersey’s nuclear legacy and its next chapter
New Jersey’s nuclear story is entering a new era. From Oyster Creek’s historic beginnings to Salem and Hope Creek powering millions of homes today. After decades of limits on new development, the state is once again opening the door to nuclear energy to help meet rising demand and strengthen grid reliability.
Energy Policy
Infrastructure Update – Week of May 11, 2026
This Week in Policy, Infrastructure & Energy Markets
Energy
Managing the State’s Surging Energy Demand [NJ Business]
A new study by consulting firm Grid Strategies reports that while peak electricity use is expected to increase between nearly four and six percent over...
Energy
Understanding the forces behind rising electric bills in New Jersey
Utilities are getting the blame for rising energy costs. But most of your electric bill isn’t set by them. So what’s really driving prices in New Jersey?
Energy
EXECUTIVE ORDER NO. 1
Full-text of Governor Sherrill's executive order on addressing rising energy costs
Energy
EXECUTIVE ORDER NO. 2
Full-text of Governor Sherrill's executive order on addressing increasing energy demand
Energy
Electric Slide – Energy Issues Facing Governor‑Elect Mikie Sherrill
Governor‑elect Sherrill inherits an energy landscape defined by skyrocketing costs, falling in-state electricity generation, stalled offshore wind, ambitious solar mandates, strained grid reliability, and rising NIMBY sentiment. Her leadership will be tested in balancing affordability with her aggressive clean energy targets.
Energy
PJM Says Winter Power Supply Adequate [ROI-NJ]
"'The grid is set up to keep the power flowing reliably this winter under forecast conditions, but the tightening of our margins will begin to impact us in the next few years if it continues,' said Aftab Khan, executive vice president – operations, planning and security."
Energy
PJM Files proposal with FERC to Update Capacity Auction Rules [ROI-NJ]
"The PJM joint proposal seeks to strike a reasonable balance between wholesale cost and the need to produce auction results that will attract investment in generation required for future grid reliability."
Energy
Report Says PJM Need Rapid Storage Growth to Ensure Reliability [UtilityDive]
A report commissioned by the U.S. Energy Storage Coalition said North America’s largest grid operator needs to rapidly build storage to ensure reliability and mitigate cost increases.
Data Centers
PJM Pursues Rule Change to Meet Data Center Surge. Critics Fear Gas Suppliers Could Benefit. [Inside Climate News]
There could be a battle brewing after grid operator PJM’s proposed rule changes to fast-track large projects to serve data centers. The changes would allow connections to 10 proposed projects per year in 10 months as opposed to the multiyear backlog that currently exists. However, opponents say it favors natural gas fueled resources because it requires 500 megawatts to qualify and the projects must be completed in three years.
Data Centers
Ask AI-“Who is responsible for NJ energy price increases?”
We ask AI why NJ energy prices are increasing, and to list sources.
Energy
Op-Ed: Who Holds our Legislators & Elected Officials Accountable?
"If New Jersey is truly committed to incentivizing the development of new generation mixes in-state to meet growing electricity demand, then natural gas must be part of the plan and included in the EMP."
Energy
Everybody to the Limit: How PJM Manages the Heat
The June 2025 heatwave served as a stark reminder of the challenges PJM faces in balancing increasing demand with an evolving generation fleet.
Energy
DeGesero Op-Ed: Who’s to Blame for the Rate Hikes?
Some blame PJM, others the Governor. How about both?
Data Centers
ICF sees 25% load growth by 2030, up to 40% price increase [UtilityDive]
Dive Brief:
U.S. electricity demand could grow 25% from 2023 to 2030 and 78% by 2050, driven in the near term by artificial intelligence data...
Energy
2024 PJM Load Forecast Report
“This forecast reflects the accelerated growth that we discussed with our stakeholders throughout 2023, driven by the electrification of multiple sectors combined with consumer demands for technology…It also underscores the need to maintain and develop enough generation resources to serve that growing demand.” Kenneth S. Seiler, Sr. Vice President – Planning, PJM
Energy
A Brief Timeline of Electricity Capacity Shortage Warnings from PJM
PJM, the Regional Transmission Organization (RTO) that manages the delivery of electricity to New Jersey and other states, has been warning about issues related to renewable energy policies in the states in which it operates since at least 2020.
Energy
Who is PJM and what do they do? A primer.
Data centers, electric vehicles, and industrial electrification are driving projections of 4.5% annual load growth in PJM territory - a dramatic increase that will require new generation and transmission investments. This comes as the industry struggles with supply chain delays and workforce shortages.
Energy
The power behind the switch
Imagine flipping a switch and instantly lighting up a room. What is actually happening behind the switch? This video explains the basics of electrical...
Energy
NJ’s pending electric rate increase sparks finger-pointing [NJ Spotlight]
"The board said because of the auction’s outcome, electric bills for most customers serviced by the state’s four large companies will jump on an...
Energy
State of Energy in New Jersey and the PJM Grid
Some basic facts about the PJM grid, New Jersey energy production and usage, and energy demand from AI and data centers that will play an increasing role in our economy.
Data Centers
Powering New Jersey’s Ambitious AI Push
Growth, Jobs, and Energy
The data center industry is a massive and rapidly growing sector, valued at over $95 billion in 2023 in the U.S....
Energy
Op-Ed Submission: Wholesale Energy Rates Rise 800%
Recently PJM, the power market and transmission operator for 65 million people in a 13 state region including New Jersey, announced that as a...
Energy
New Jersey’s Energy Challenges and the Energy Master Plan – A Critical Examination
New Jersey, the most densely populated state in the union, has diverse energy needs and faces a complex web of challenges in its pursuit...
Energy
It’s hard to build transmission lines in the Northeast, so 8 states are asking the feds for help [WBUR]
This article from WBUR enumerates the challenges of building out the electrical grid:
The Northeast’s electrical transmission system is not robust enough to support the...