Commodity Market Report
The capacity crunch: PJM market report (June 2026)
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Our comprehensive analysis of the PJM power market delivers the insights you need to navigate this region's evolving landscape. PJM continues to navigate a rapidly changing market environment driven by the return of meaningful load growth, primarily from data centers. This report examines the key reforms PJM has undertaken in response, including the Critical Issue Fast Path for large load additions, Connect and Manage, the Reliability Backstop Auction, and ongoing capacity auction and interconnection queue changes. The report also reflects our 2026 H1 Strategic Planning Outlook covering demand, supply, and price forecasts across all major zones.
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What's included
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