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北京时间·🕒 发布 04:13:15时区推断·⟳ 抓取 04:31:17·⚡ 决策 07-28 04:32:48 +1m31s·91.5 天前
PJM拟9月启动应急电力拍卖并将成本分摊给数据中心
PJM应急容量拍卖若落地，方向上利好PJM区域发电资产与容量收入，成本端则压向数据中心用电方。
📄 原文Bloomberg↗ 原文
America’s biggest power grid has pitched a plan to ensure data centers fully pay for electricity they need to counter t…
不做 Constellation Energy（CEG.US）
近72小时已处理库已命中同一PJM应急电力拍卖催化，不重复出卡或建仓。
不做 Vistra（VST.US）
近72小时已处理库已命中同一PJM应急电力拍卖催化，不重复出卡或建仓。
不做 Talen Energy（TLN.US）
近72小时已处理库已命中同一PJM应急电力拍卖催化，不重复出卡或建仓。
不做 NRG Energy（NRG.US）
近72小时已处理库已命中同一PJM应急电力拍卖催化，不重复出卡或建仓。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-27 · 扩散 medium · price-in 风险 medium ↗
关键理由
- PJM应急容量拍卖若落地，方向上利好PJM区域发电资产与容量收入，成本端则压向数据中心用电方。
- 但近72小时已处理库已命中同一具体催化，当前不再重复出卡或建仓。
主要风险
- PJM方案仍需后续监管和市场规则落地，9月拍卖前存在条款变动风险。
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 1,720 字
America’s biggest power grid has pitched a plan to ensure data centers fully pay for electricity they need to counter the threat of energy shortages amid the artificial-intelligence boom.
PJM Interconnection LLC aims to launch an emergency auction for power generation in September to help plug a nearly seven gigawatt shortage for the year beginning 2028 resulting from an auction earlier this month, according to a letter to stakeholders Monday. The costs of the so-called Reliability Backstop Procurement will be allocated to data centers, it added.
PJM, home to Northern Virginia’s Data Center Alley, has been under intense pressure to rapidly boost power generation to address a projected electricity shortage in the coming years. The grid operator has faced months of criticism from state governors, utilities, consumer rights groups and the White House, prompting calls for reforms or even a break up of the network.
Read More: Biggest US Power Grid Faces Breakup Risk as FERC Weighs Fate
A mid-July capacity auction to ensure that the system would have enough power for periods of peak demand in the year starting June 2028 fell 6.8 gigawatts short of a key goal to maintain system reliability. That’s equal to approximately seven traditional nuclear reactors. It was the latest in a string of failures that have raised pressure on a grid operator that has built a reputation for delivering a stable system.
US President Donald Trump and a bipartisan group of governors in January offered a blueprint to PJM, by proposing that the grid operator conduct a one-time electricity auction in which technology companies would effectively pay for new power plants by bidding on 15-year electric capacity contracts.
PJM Interconnection LLC aims to launch an emergency auction for power generation in September to help plug a nearly seven gigawatt shortage for the year beginning 2028 resulting from an auction earlier this month, according to a letter to stakeholders Monday. The costs of the so-called Reliability Backstop Procurement will be allocated to data centers, it added.
PJM, home to Northern Virginia’s Data Center Alley, has been under intense pressure to rapidly boost power generation to address a projected electricity shortage in the coming years. The grid operator has faced months of criticism from state governors, utilities, consumer rights groups and the White House, prompting calls for reforms or even a break up of the network.
Read More: Biggest US Power Grid Faces Breakup Risk as FERC Weighs Fate
A mid-July capacity auction to ensure that the system would have enough power for periods of peak demand in the year starting June 2028 fell 6.8 gigawatts short of a key goal to maintain system reliability. That’s equal to approximately seven traditional nuclear reactors. It was the latest in a string of failures that have raised pressure on a grid operator that has built a reputation for delivering a stable system.
US President Donald Trump and a bipartisan group of governors in January offered a blueprint to PJM, by proposing that the grid operator conduct a one-time electricity auction in which technology companies would effectively pay for new power plants by bidding on 15-year electric capacity contracts.
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