PJM Capacity Prices Are Stuck at the Ceiling and What That Means for Your Bill

Oct 13, 2026 – Tom Williamson, MSI If you buy electricity anywhere in PJM’s territory, the capacity charge on your bill won’t go down anytime soon. Prices are locked in at or near record highs through May 2029. What happens after that is anyone’s guess, and that uncertainty matters if you’re signing a contract that runs into the 2030s. First, what is the capacity market? PJM runs the grid for 13 states and Washington, D.C. Every year or so,… Read More »

Read more

Why PJM Power Prices Jumped in September, and What It Means for Your Business

Sep 30, 2026 By Tom Williamson, MSI Utilities If you watch wholesale electricity prices in the PJM region, the last few weeks have been anything but a quiet start to fall. Several short-term shocks hit a market that was already tight, and the effects are showing up in both spot and forward prices. Here’s what happened, and what we’re telling our clients. Summer heat arrived during maintenance season Every fall, power plants and transmission lines across PJM go offline… Read More »

Read more

Massachusetts Protecting Commercial Energy Choice in H.5175

Massachusetts is facing a new bill that is designed to give residential power consumers protection from aggressive energy scammers. At the same time it hurts energy suppliers that serve the commercial and industrial sectors. One of our suppliers, Gridwealth, has a good article on this bill and what it means to all energy consumers in Massachusetts. Read about it here.

Read more

MSI UTILITIES ISSUING A FRAUD ALERT ANNOUCMENT

Many of our clients across all major Ohio utilities, including AEP Ohio, FirstEnergy, AES Ohio, and Duke Energy have reported phone calls from individuals claiming to represent the “Customer Choice Program”, “Energy Choice Program”, “Price Protection Program” or some misleading version of the above. These callers state that you have been receiving notices regarding “additional protection or benefits available to your account” and “price protection”. The caller will claim they need to verify information from your electric bill and… Read More »

Read more
digital infrastructure power consumption

Massive 10-Gigawatt AI Datacenter in Ohio

The rapid expansion of hyperscale data infrastructure in Ohio driven by a public–private partnership between American Electric Power and SoftBank Group is poised to fundamentally reshape the state’s electricity market. While the development of a 10-gigawatt data center complex represents economic growth and technological investment, it also introduces unprecedented pressure on the state’s already strained energy supply, with direct implications for electricity pricing. To understand the scale, consider that Ohio’s peak electricity demand was approximately 9.4 GW in 2023.… Read More »

Read more

Market Alert: Natural Gas Prices

Market Alert: Natural Gas Prices Up 8% Today Natural gas prices have surged by 12% today, driven by tightening supply and rising seasonal demand. If your business is on a variable or index-based plan, you may see higher energy costs reflected in upcoming billing cycles. What This Means for You: Now is a critical time to review your energy strategy. Locking in a fixed-rate contract prior to winter could help shield your business from ongoing market volatility. Take Action:… Read More »

Read more

PJM Capacity Auction Set to Make Electricity Prices Rise for 2026

Electricity bills are set to increase once more following the latest PJM Capacity Auction for 2026, which showed a 22% jump in capacity charges. This adds to the steady rise in electricity costs across the 13 state PJM region—including New Jersey, Pennsylvania, Maryland, Washington DC, Ohio, Indiana, and Illinois—where rates have already nearly doubled since 2020. In July 2024, PJM held its Base Residual Auction (BRA) for the year 2025/2026, revealing a dramatic surge in capacity prices—9 to 10… Read More »

Read more

Another Rise in Utility Expenses for Consumers Due to Surging AI and Crypto Data Center Demand

As highlighted in our February overview of the U.S. energy landscape, electricity demand continues to climb—and with it, energy costs. One of the primary drivers behind this increase is the explosive growth of AI and cryptocurrency data centers, which are placing immense pressure on the power grid. Natural gas—responsible for generating 40–50% of the nation’s electricity—is experiencing a surge in demand as utilities scramble to meet this new load. TCO Energy Corp reports a dramatic rise in natural gas… Read More »

Read more

The US is facing unprecedented load growth. Here’s how we ensure resource adequacy

Adding sufficient resources fast enough to reliably meet the growth will require an array of demand- and supply-side resources as well as stronger transmission interconnection planning. The U.S. electric system is under more pressure than ever before. In order to meet the challenges of unprecedented growth in electricity demand from data centers, re-shoring and other uses, the U.S. electricity grid will have to expand more than five times faster than in the previous two decades. All regions of the… Read More »

Read more