VALLEY FORGE, PA — PJM Interconnection said 811 power generation projects representing 220 gigawatts of electricity capacity have applied to connect to the regional grid through the first cycle of the organization’s revised interconnection process.
The application window closed April 27, marking the first major intake under PJM’s new “first-ready, first-served” review structure, which replaced its previous first-come, first-served system. PJM said the revised process is intended to reduce speculative applications and accelerate reviews for projects that are financially and technically prepared to move forward.
PJM said all projects in the current cycle are being processed under the reformed framework, with no remaining backlog from prior queues.
The applications include 349 storage projects, 157 natural gas projects, 142 solar projects, 65 wind projects, 45 solar-storage hybrid projects, 27 nuclear projects, 15 projects categorized as “other,” and 11 hydroelectric projects.
By capacity, natural gas projects accounted for the largest share at 105.8 gigawatts, followed by storage at 66.5 gigawatts, nuclear at 17.9 gigawatts, solar at 14.8 gigawatts, solar-storage hybrids at 8.9 gigawatts, wind at 4.7 gigawatts, hydro at 0.15 gigawatts, and other resources at 0.5 gigawatts.
PJM said the “other” category includes biomass, coal, methane, and fusion energy projects.
“PJM and our stakeholders have created a process that gets as many projects approved as quickly and safely as possible,” Interim President and CEO David Mills said. “These numbers represent significant interest from developers resulting from strong market signals, and our reformed process is designed to prioritize viable projects that can move to construction and operations with greater speed and certainty.”
The grid operator said applicants are now entering a validation phase in which PJM will review technical and financial submissions to determine which projects can proceed through the queue.
The updated process requires developers to demonstrate site control and make larger upfront financial commitments before entering the queue. PJM said those requirements are intended to improve predictability and reduce delays caused by speculative projects.
PJM is also using HyperQ, an AI-enabled review tool developed by Google’s Tapestry division, to assist in evaluating application materials. PJM said the technology is expected to improve review efficiency and shorten study timelines.
The organization cited rising electricity demand from data centers, advanced manufacturing, and electrification trends as major drivers behind the surge in applications.
PJM projects electricity demand across its service territory will increase by more than 30 gigawatts between 2024 and 2030. The grid operator serves 67 million people across 13 states and the District of Columbia.
“We are encouraged by the diversity of generation types that are seeking to join the PJM generation fleet,” Mills said. “That includes first-time innovative technologies such as small nuclear reactors and fusion, more storage projects than any other technology, a resurgence in natural gas and continued strong participation by renewables and hybrids.”
PJM said only a portion of submitted projects are expected to ultimately sign interconnection agreements based on historical completion rates.
The current interconnection cycle is expected to take one to two years to complete, depending on the complexity and grid impact of individual projects.
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