Aniruddh Mohan
@aniruddh_mohan
PJM capacity auction for 2027-28 hits the CAP; falls SHORT of reliability need
- Capacity price hits $333/MW-day
- Auction ~6.6 GW UCAP short of RTO reliability requirement of 152 GW UCAP
- Load flex: demand response (ICAP) DOWN vs last year
PJM to file solutions at FERC soon?
- Capacity price hits $333/MW-day
- Auction ~6.6 GW UCAP short of RTO reliability requirement of 152 GW UCAP
- Load flex: demand response (ICAP) DOWN vs last year
PJM to file solutions at FERC soon?
Aniruddh Mohan@aniruddh_mohan · Dec 12, 2025PJM's next capacity auction (27/28) result is already coming up next week (!) and auction parameters show continued load growth + supply crunch expected
- Peak load up 3.3%
- Reliability requirement up 6.3 GW (4.3%) - will we be short?
- Load flexibility: sell side analysis says
- Peak load up 3.3%
- Reliability requirement up 6.3 GW (4.3%) - will we be short?
- Load flexibility: sell side analysis says
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