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Sunday, October 18, 2026The Morning Brief →Sign in
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PJM

In network coverage since September 24, 2026 · 16+ stories
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the_wrap

NERC stakeholders back draft reliability rules for 50MW-plus compute loads

The draft covers 50 MW-plus AI data centers and crypto miners at 100 kV or above; the next step is the NERC board, then FERC.
the_wrap · Oct 15SoftBank asks PJM to study 10-GW Ohio data center complex under state agreement
the_wrap · Oct 12CVC's Naturgy stake sale and Greenvolt battery debt reported without key terms
the_wrap · Oct 12PJM clears 2.1 GW as RWE adds EUR 3.6bn to its Amprion stake
the_wrap · Oct 9DOE offers Vistra a $4.2 billion conditional loan for 433 MW of nuclear uprates
the_wrap · Oct 8Constellation signs 890-MW Google nuclear PPA as PJM backstop stalls
transition · Oct 7Constellation and Google sign 20-year PPA for $4.3 billion of nuclear uprates
energy · Oct 6Google signs two Constellation contracts totaling 3.6GW; 890MW nuclear PPA funds $4.3B in uprates
sectors · Oct 5How four-year transformer lead times complicate data-center development
energy · Oct 5Amazon and Constellation sign 20-year nuclear power purchase agreement for 690 MW at Calvert Cliffs
transition · Oct 1Amazon signs 20-year PPA for Calvert Cliffs nuclear uprate
energy · Sep 30FERC rejects PJM's backstop cost allocation, leaving the 6.8 GW auction unscheduled
the_wrap · Sep 28How 230-kW AI racks are shifting data center capital to switchgear and rate design
the_wrap · Sep 28Oracle's rent notice and PJM's curtailment plan test who carries grid risk
the_wrap · Sep 25Washington's grid money stops buying new corridors
the_wrap · Sep 24The permit is now the power contract
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