由于AI驱动的需求和6,623兆瓦的电力短缺,PJM的高电价将达到6,700万瓦。 High electricity prices loom for 67 million in PJM due to AI-driven demand and a 6,623 MW capacity shortfall.

2026年,预计PJM电网区域有6,623兆瓦的电力价格将保持在高位,原因是主要受AI数据中心需求激增的驱动,电力能力短缺6,623兆瓦。 Electricity prices in 2026 are expected to remain high for 67 million people in the PJM grid region due to a 6,623 MW capacity shortfall, driven largely by surging demand from AI data centers. 近期的PJM拍卖获得了134 479兆瓦的担保,金额为333.44/MW-day,但低于预计需求。 A recent PJM auction secured 134,479 MW at $333.44/MW-day, but falling short of projected needs. 已经清除的资源组合包括43%的天然气、21%的核能、20%的煤炭,以及可再生能源和需求响应的较小份额。 The cleared resource mix includes 43% natural gas, 21% nuclear, 20% coal, and smaller shares from renewables and demand response. 虽然PJM说储备可以应付10年中一次的事件, 但官员警告不断增长的供需差距会威胁到可靠性。 While PJM says reserves can handle a once-in-10-year event, officials warn growing demand and supply gaps threaten reliability. 包括宾夕法尼亚州政府在内的州领导人。 State leaders, including Pennsylvania’s Gov. 乔什·沙皮罗推动改革，挑战PJM的价格上限并威胁退出电网，而共和党参议员吉恩·亚则指责州气候政策导致基载电力退役且没有替代方案。 Josh Shapiro, are pushing for reforms, challenging PJM’s price cap and threatening to exit the grid, while Republican Sen. Gene Yaw blames state climate policies for retiring baseload power without replacement. 双方同意系统问题,如允许拖延和供应链问题,必须加以解决,以确保提供负担得起、可靠的电力。 Both sides agree systemic issues like permitting delays and supply chain problems must be addressed to ensure affordable, reliable electricity.