0%

Nous utilisons des cookies pour améliorer votre expérience.

07.07.26
Digital Power Weekly

Digital Power Weekly - Volume 9: June 29 - July 5, 2026

Scarcity Gets a Price, a Procedure — and a Heat Dome.

Source
Portrait of Christ Ruppel
Source Christopher Ruppel
Silhouetted power lines and towers against a colorful sunset sky with scattered clouds and trees in the foreground.

The dominant signal this week was PJM formalizing scarcity on paper and administering it physically in the same seven days. On June 30, the Members Committee advanced a single Reliability Backstop Procurement package at roughly 75% sector-weighted support — capped at $555/MW-day — while rejecting every mandatory Connect & Manage curtailment option. Within 48 hours, the grid was living the problem the vote was meant to solve: a July 4 heat dome pushed PJM past its all-time 165.5-GW peak record (we’ll know for sure when the counting is done in 60 days), real-time prices in the data-center-dense Dominion zone printed above $1,500/MWh, and the DOE issued emergency orders conscripting data centers' own backup generation into the reliability stack. Scarcity is now priced, proceduralized and physically administered — a four-act arc we take apart in depth in this issue's main story.

Read More