Tracked forecast · watch-05-2
FERC June 2026 PJM large-load co-location ruling.
Open
- Chokepoint
- Grid Connections & Local Approval — Interconnection queues, siting fights, and the regulatory dockets (FERC, state PUCs, SCCs) that decide them. (Mostly price, occasionally an outright no)
- Kill condition
- Favorable rules let PJM-zone utilities capture data-center rate-base growth; restrictive rules cap growth and force multiple compression across the PJM utility complex.
- Horizon
- One-time ruling, June 2026
- Source
- Issue 5 — The Subnational Sovereigns · full issue
Why it is on the watchlist
A one-time FERC ruling on large-load co-location in PJM that decides whether PJM-zone utilities capture data-center rate-base growth or see it capped.
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