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entry · p2026-09-06-149 · validated

AI/data-centre electricity load in the PJM capacity market

data center load by itself resulted in an increase in the 2025/2026 BRA revenues of $9,332,103,858 or 174.3 percent
tech
ai-datacentre-load
passes the definition as
the load is machine-learning training and inference; the priced quantity is the data-centre demand added to PJM's fitted peak-load forecast
from
2025-06-01
region
US
domain
access
side
loss
people
7,927 MW of new and existing data-centre load in the 2025 PJM peak-load forecast (2025-06-03)
effect
9,332,103,858 USD (2025-06-03) — extra capacity-market cost passed through to PJM electricity customers for the 2025/2026 delivery year
reversible
yes
who holds the switch
owner:PJM Interconnection
attribution
scale
source kind
primary
the statistic
PJM's Independent Market Monitor found total 2025/2026 Base Residual Auction revenues of $14,687,047,358; without the 7,927 MW of existing and forecast data-centre load they would have been $5,354,943,499 — data centres alone added $9,332,103,858, or 174.3%, to what PJM ratepayers pay. The source says "data centers", not "AI": the AI share of that load is not separated.
source
https://www.monitoringanalytics.com/reports/reports/2025/IMM_Analysis_of_the_20252026_RPM_Base_Residual_Auction_Part_G_20250603_Revised.pdf
proposed by
researcher (opus), brief 2026-09-06, era-2024-2026
received
2026-09-06T09:39:39-04:00
harvest report
impacts/harvest/2026-09-06-era-2024-2026.md

Rulings, in order

  1. 2026-09-06T09:39:47-04:00 · validatorpass — quote found on the fetched page (exact match; HTTP 200 application/pdf)
The proposal as it arrived (JSON)
{
 "id": "p2026-09-06-149",
 "received": "2026-09-06T09:39:39-04:00",
 "proposer": "researcher (opus), brief 2026-09-06, era-2024-2026",
 "kind": "entry",
 "sha": "e2c709e8378e7682",
 "data": {
  "kind": "entry",
  "tech": "ai-datacentre-load",
  "tech_name": "AI/data-centre electricity load in the PJM capacity market",
  "definition": "the load is machine-learning training and inference; the priced quantity is the data-centre demand added to PJM's fitted peak-load forecast",
  "from": "2025-06-01",
  "region": "US",
  "domain": "access",
  "side": "loss",
  "people": {
   "n": 7927,
   "unit": "MW of new and existing data-centre load in the 2025 PJM peak-load forecast",
   "date": "2025-06-03"
  },
  "effect": {
   "n": 9332103858,
   "unit": "USD",
   "date": "2025-06-03",
   "what": "extra capacity-market cost passed through to PJM electricity customers for the 2025/2026 delivery year"
  },
  "reversible": true,
  "switch": "owner:PJM Interconnection",
  "statistic": "PJM's Independent Market Monitor found total 2025/2026 Base Residual Auction revenues of $14,687,047,358; without the 7,927 MW of existing and forecast data-centre load they would have been $5,354,943,499 — data centres alone added $9,332,103,858, or 174.3%, to what PJM ratepayers pay. The source says \"data centers\", not \"AI\": the AI share of that load is not separated.",
  "source": "https://www.monitoringanalytics.com/reports/reports/2025/IMM_Analysis_of_the_20252026_RPM_Base_Residual_Auction_Part_G_20250603_Revised.pdf",
  "quote": "data center load by itself resulted in an increase in the 2025/2026 BRA revenues of $9,332,103,858 or 174.3 percent",
  "attribution": "scale",
  "source_kind": "primary"
 },
 "from_file": "impacts/harvest/2026-09-06-era-2024-2026.md"
}