FRACMOO

Power, markets, flexible RA,and the money behind the grid

Oct 2026
U.S. electricity demand, 2026 f'cast4,288 TWh
Reserve margin (PJM 2028/29)14.7%
Interconnection queue2,061 GW

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Topic

Market Design

5 stories on this topic, across the desks.

Oct 10

MARKETS

Google Crossed 500 Megawatts in PJM, and FERC Noticed

Google Energy's new Category 2 seller designation is the regulatory paperwork for the hyperscaler era — and a test of how wholesale markets treat buyers who become generators.

By Priya Raman ·

Oct 9

INVESTING

Grid Access Goes to Auction

On October 6, Brazil allocated 228 MW of scarce transmission access by competition instead of queue order — all of it went to data centers, and the model could travel.

By Cole Bennett ·

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