Statement of principles regarding PJM

Created in January 20, 2026

2026   ·   CHN Available   Energy News   ·   blog

Source: https://www.energy.gov/documents/statement-principles-regarding-pjm

The National Energy Dominance Council within the White House and the Undersigned Governors Urge PJM Expeditiously to File Proposed Tariff Revisions at FERC that Reflect the Set of Principles Stated Below:

  • Provide Revenue Certainty to New Generation:

    • Provide 15-year price certainty for new capacity resources. This can be accomplished by holding a Reliability Backstop Auction to procure new capacity resources commencing no later than September 2026. The PJM Board should file tariff revisions at FERC expeditiously, as PJM has already received stakeholder input through the 2025 Critical Issues Fast Path (CIFP) process and no further CIFP processes are necessary.

  • Protect Residential Customers from Capacity Price Increases:

    • The existing price collar should be extended to apply to the next two Base Residual Auctions (BRAs) at the current rate level.

  • Allocate Costs to Data Centers:

    • Their size and the risks they pose to resource adequacy make today’s data centers unique. For this reason, PJM should allocate the cost of any new capacity procured through the aforementioned Reliability Backstop Auction to load serving entities (LSEs) with new data centers that have not self-produced new capacity or agreed to be curtailable. Any remaining costs should be allocated to LSEs based on their remaining net short positions.

  • Improve Load Forecasting:

    • PJM should refine its load forecasting methodologies to ensure that capacity is procured only for real and verified demand. Specifically, PJM should improve large load modeling assumptions and only include large new loads in the forecast that can demonstrate a meaningful and verifiable commitment, such as an executed Energy Service Agreement, credit/collateral support, or a similar significant financial commitment.

  • Accelerate Ongoing Generator Interconnection Studies:

    • Accelerate the study of Transition Cycle #2, including prioritized generation included as part of the Reliability Resource Initiative (RRI), and any resources that clear a Reliability Backstop Auction, to provide certainty and allow for the timely execution of generator interconnection agreements. Commit to rapidly deploying broader interconnection improvements in 2026 and achieving meaningful reductions in interconnection timelines to complete cluster studies in 150 days or less, as outlined in FERC Order No. 2023.

  • Return PJM to Market Fundamentals:

    • PJM should immediately embark on a stakeholder process to reform the capacity market to ensure long-term viability and prevent consumers from bearing excessive ongoing costs, with the expectation that these reforms be implemented in time for the BRA currently scheduled for May 2027.

The Undersigned Governors agree to:

  • Use their Authorities to Allocate Costs to Data Centers and Protect Residential Customers:
    • Use all available authorities to ensure that their state public utility commissions design rate class structures to ensure that their states’ LSEs allocate their share of the cost to procure new capacity through the Reliability Backstop Auctions to new data center loads that have not otherwise procured capacity or agreed to be curtailable.

关于 PJM 的原则性声明

白宫国家能源主导委员会（National Energy Dominance Council）以及下列签署的州长，敦促 PJM 尽快向联邦能源管理委员会（FERC）提交反映以下原则的一揽子拟议费率条款修订：

一、为新增发电资源提供收入确定性 为新增容量资源提供 为期 15 年的价格确定性。这一目标可通过举行可靠性兜底拍卖（Reliability Backstop Auction）来采购新增容量资源实现，该拍卖应不晚于 2026 年 9 月启动。鉴于 PJM 已通过 2025 年关键问题快速通道（Critical Issues Fast Path，CIFP）流程充分征求了相关方意见，且无需再开展额外的 CIFP 流程，PJM 董事会应尽快向联邦能源管理委员会（FERC）提交相应的费率条款修订。

二、保护居民用户免受容量价格上涨影响

现行的容量价格上下限机制（price collar）应延续适用于接下来的两次基础剩余拍卖（Base Residual Auctions，BRA），并维持当前的价格水平。

三、将新增容量成本分配至数据中心负荷

当前数据中心在规模及其对资源充足性构成的风险方面具有独特性。基于此，PJM 应将通过上述可靠性兜底拍卖所采购的任何新增容量之成本，分配至拥有新增数据中心负荷、且未自行建设新增容量或未同意负荷可中断（curtailable）的负荷服务实体（Load Serving Entities，LSEs）。 任何剩余成本，应根据各 LSE 仍然存在的净缺口头寸（net short positions）进行分摊。

四、改进负荷预测

PJM 应完善其负荷预测方法，以确保仅针对真实且经核实的需求进行容量采购。具体而言，PJM 应改进对大型负荷的建模假设，并仅将那些能够证明具备实质性且可验证承诺的大型新增负荷纳入预测，包括但不限于：已签署的能源服务协议、信用/担保支持，或其他同等重要的财务承诺。

五、加快在途发电并网研究

加快推进过渡周期第二阶段（Transition Cycle #2）的研究工作，其中包括作为可靠性资源计划（Reliability Resource Initiative, RRI）一部分而被优先考虑的发电资源，以及任何在可靠性兜底拍卖中中标的资源，以增强确定性并保障发电并网协议的及时签署。 承诺在 2026 年快速部署更广泛的并网改进措施，并实现显著缩短并网时间表，将成组研究（cluster studies）完成周期压缩至 150 天或更短，该目标与 FERC 第 2023 号命令中的要求一致。

六、推动 PJM 回归市场基本面

PJM 应立即启动相关方参与的程序，对容量市场进行改革，以确保其长期可持续性，并防止消费者承担过度且持续的成本。相关改革应以在 当前计划于 2027 年 5 月举行的 BRA 之前得以实施为目标。

签署州长一致同意：

运用其权限，将新增容量成本分配至数据中心并保护居民用户:

州长将运用可用权限，确保其州公共事业委员会在设计电价分类结构时，使本州的负荷服务实体（LSEs）能够将其为通过可靠性兜底拍卖采购新增容量所承担的成本份额，分配至未另行采购容量或未同意负荷可中断的新增数据中心负荷。