EngineeringYouTube (Switched On)|April 16, 2026
In the Switched On podcast by Bloomberg NEF, host Tom Rowland-Rees interviews analysts Lara Camman and David Mohamadi about the PJM Power Market Outlook 2026 report. They discuss how data centers are driving rapid load growth in the largest US power market, pressuring supply and capacity, which data center engineers should watch to understand grid evolution and demand management strategies.
- PJM enters a period of rapid load growth driven largely by data centers after years of steady demand
- Load surge reshapes the system, pressures supply, and pushes capacity prices to record highs
- Options to meet demand include building new supply faster or managing demand, with balance complicated by competing interests
- Modeling PJM combines challenges from other markets, such as large load growth like ERCOT, carbon markets like California, gas-to-coal switching like MISO, and behind-the-meter solar plus offshore wind like New York ISO
- Data center load growth concentrates in PJM South, requiring regional placement and handling considerations in scenarios







