Data centres are forcing a fight over who pays for grid adequacy
The question is no longer just how much firm capacity PJM needs. It is whether the new load that creates the need should pay for it directly.
Archive
Coverage of tariff design, cost allocation, bill impacts, and who pays for grid upgrades.
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Stablecoins & Payments
A reading hub on stablecoin rails, payment networks, treasury workflows, and the compliance layer that now decides who captures the margin.
Agents & Governance
A reading hub on MCP, enterprise deployment, autonomous coding, evals, and the safety layer that keeps agent systems usable in production.
Power Markets & Data Centres
A reading hub on PJM capacity pricing, data-centre load growth, dedicated generation, and the macro effects of energy shocks.
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