---
title: "\"The largest power grid in the United States\" PJM: The U.S. faces a significant power shortage in the next decade, with a gap of up to 60GW"
description: "The largest power grid operator in the United States, PJM, has warned that the country may face a power supply gap of up to 60 gigawatts over the next decade, primarily due to the rapid expansion of d"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/275190372.md"
published_at: "2026-02-07T03:14:19.000Z"
---

# "The largest power grid in the United States" PJM: The U.S. faces a significant power shortage in the next decade, with a gap of up to 60GW

> The largest power grid operator in the United States, PJM, has warned that the country may face a power supply gap of up to 60 gigawatts over the next decade, primarily due to the rapid expansion of data centers leading to increased electricity demand. Filling this gap is expected to require approximately $180 billion in investment, far exceeding the previous estimate of $15 billion. PJM is evaluating how to effectively procure long-term supply resources and is considering changing the current contract model to address the power shortage. A plan is expected to be submitted to federal regulators in May, with a special procurement event scheduled for September

The largest power grid operator in the United States, PJM Interconnection, has warned that the grid may face a power supply gap of up to 60 gigawatts over the next decade, equivalent to the generating capacity of about 60 large nuclear reactors. This forecast significantly exceeds the 6.5 gigawatt gap observed by the agency in its most recent capacity auction last December, **as the rapid expansion of data centers is significantly driving up power demand.**

According to Bloomberg, the agency noted in a meeting on Friday that there is currently a lack of sufficient generating units or other resources to meet the annual peak load and reserve requirements starting in mid-2027, which means that the grid's backup capacity is insufficient and the risk of power outages is accumulating. PJM provides power services to nearly one-fifth of the U.S. population.

Meanwhile, the Trump administration is pushing for PJM to hold an emergency wholesale power auction later this year, aimed at addressing rising residential electricity costs and supporting the continued development of data centers.

## Unprecedented Scale of Supply Gap

Rebecca Carroll, Executive Director of Market Design at PJM, stated during the meeting that **filling the 60 gigawatt power supply gap is expected to require an investment of about $180 billion, far exceeding the previously estimated $15 billion in past auctions**, highlighting the severity of the investment gap in power infrastructure.

As the first in a series of workshops over the coming weeks, PJM is systematically assessing how to effectively procure the long-term supply resources needed to ensure grid reliability. During the meeting, a representative from a power developer inquired whether the agency is considering changing the current model of signing contracts through auctions on a 12-month cycle to a forward procurement model for large-scale supply needs over the next decade.

Given the increasingly severe power shortages faced by the grid in regular auctions, Carroll responded:

> “PJM is open to discussions on this. It is something everyone should be thinking about.”

## AI-Driven Energy Landscape Transformation

The massive power consumption of artificial intelligence data centers has already changed the global energy landscape. The grid is at the center of this transformation, **ensuring that tech companies receive sufficient power while also facing greater pressure from extreme weather and limited supply.**

PJM is expected to submit a plan to federal regulators in May and hold this special procurement event in September according to the White House's timeline. This schedule aligns with the emergency auction plan promoted by the Trump administration.

The challenges faced by this grid operator reflect the urgency of U.S. power infrastructure in responding to the demands of emerging technologies. The rapid expansion of data centers not only tests the existing grid's capacity but also raises new requirements for long-term power planning and investment.

Risk Warning and Disclaimer

The market has risks, and investments should be made cautiously. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investing based on this is at one's own risk

### Related Stocks

- [IDU.US - ISHRS Us Utilities](https://longbridge.com/en/quote/IDU.US.md)
- [JXI.US - ISHRS S&P Glb Utilities](https://longbridge.com/en/quote/JXI.US.md)
- [.DJU.US - Dow Jones Utility Average](https://longbridge.com/en/quote/.DJU.US.md)
- [VPU.US - VG Utilities](https://longbridge.com/en/quote/VPU.US.md)
- [DTCR.US - Global X Data Center & Dgtl Infrs ETF](https://longbridge.com/en/quote/DTCR.US.md)
- [XLU.US - Select Sect Spdr Util](https://longbridge.com/en/quote/XLU.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 美國與印尼敲定貿易協議 輸美商品關税降至 19% | 美國與印尼達成貿易協議，印尼輸美商品關税降至 19%。協議於去年 7 月宣佈，印尼在協議前面臨高達 32% 的關税威脅。協議內容包括豁免美國企業遵守自製率規定，並解決美國農產品在印尼的貿易障礙。此外，印尼同意採購價值 330 億美元的美國能 | [Link](https://longbridge.com/en/news/276423471.md) |
| 川普 10% 全球關税税率正式生效 | 美國最高法院裁定川普實施的全球關税無效後，川普重建貿易政策，美國對進口商品的新關税正式生效，税率為 10%。川普誓言將税率調升至 15%，但特定產業的商品將維持豁免。新關税僅維持 150 天，續行與否取決於國會，此舉被視為過渡措施，為未來的 | [Link](https://longbridge.com/en/news/276725292.md) |
| Exelon 在 PJM 輸電項目中的勝利將電網可靠性和債務權衡問題置於關注的焦點 | Exelon 和 NextEra Energy Transmission 已獲得 PJM 董事會批准，開展一項重要的多州輸電線路項目，旨在增強電網的可靠性和經濟性。該項目預計將支持未來的發電項目，並滿足日益增長的電力需求。投資者應關注項目時 | [Link](https://longbridge.com/en/news/277008402.md) |
| PPL 賓州電力｜8-K：2025 財年營收 90.42 億美元超過預期 |  | [Link](https://longbridge.com/en/news/276443669.md) |
| 360 億美元！日本承諾特朗普的首筆投資，砸向了美國能源 | 日本兑現首筆對美投資承諾，360 億美元重金砸向能源基建！其中最矚目的是俄亥俄州 “史上最大” 9.2 吉瓦天然氣發電廠，旨在應對 AI 時代激增的電力需求。 | [Link](https://longbridge.com/en/news/276530019.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.