Spike in Data Center Demand Fuels Concerns Over Potential Doubling of Electricity Prices in Auction by U.S.'s Biggest Grid Operator
2025-12-29 / Read about 0 minute
Author:小编   

The most recent auction outcomes from PJM, the premier grid operator in the United States, show that the capacity prices for the 2027 - 2028 period have soared to the maximum limit of $333.4. Simulated 'shadow prices' suggest that the actual costs are a staggering 60% higher. Goldman Sachs has issued a warning that electricity bills could see a twofold increase if the current price caps are lifted. In November, the U.S. data center industry experienced a monthly surge of 1.6 GW in power demand capacity. This represents a 4% sequential increase and significantly outpaces the average monthly growth rate observed from 2017 to 2024, pushing the total capacity up to 44.6 GW.