News & Insights

If you’re a PJM stakeholder, you’ve probably had a busy 2026.  It’s hard to know where to start, right?  I sat down to map out what was happening in the region and scribbled out what eventually became the above diagram.  Importantly, this moment for PJM is not just intense and high stakes.  It is possibly transformational.   

PJM’s Dominion zone, which “currently serves the largest concentration of data centers in the world,” has led Federal Energy Regulatory Commission (FERC), states, and others to the collective view that things need to change—and quick.  

PJM took note. Since late last year, the grid operator has made an extraordinary number of policy proposals and much of it was in a short stretch between June and August 2026.  The press headlines captured the larger themes—political pressure from governors and the Reliability Backstop Procurement (RBP) proposal—but missed some of the important details of how these pieces relate to each other. 

Here are five interesting developments that I think flew under the radar.

Washington, D.C. — 804 Advisory, a strategic energy consulting firm founded by former Federal Energy Regulatory Commission (FERC) Commissioner Allison Clements, today announced that Annika Barth has joined the firm as a senior energy analyst and Tatiana “Tania” Puscasu has joined as director of business operations. Together, the new hires expand 804 Advisory’s research and analytical capabilities and strengthen the firm’s operational infrastructure as it supports clients navigating the rapidly evolving energy landscape.

As we look ahead to FERC’s highly anticipated action on the load interconnection rules in June, it’s worth pausing to take stock of all that has happened since U.S. Energy Secretary Wright first issued the administration’s large load principles last year.  It turns out a lot has happened in the six months since FERC issued its Advanced Notice of Proposed Rulemaking, or “ANOPR,” reiterating Secretary Wright’s principles. Here are three of the most notable changes to the landscape, and what they might mean for FERC action in the coming weeks.