
The PJM grid operator, which serves 67 million people across 13 states and the District of Columbia, has made progress in addressing a significant backlog of power generation projects seeking grid connection. The operator recently announced measures to accelerate its approval process, including deployment of an AI-enabled tool developed by Google.
Among 715 selected projects totaling 201.5 gigawatts of nameplate capacity, energy storage projects lead by raw numbers at 314 applications, followed by solar with 117 and natural gas with 147. When measured by capacity, however, natural gas dominates at 99.8 gigawatts, compared to 60.0 gigawatts for energy storage and 11.8 gigawatts for solar. Solar-plus-storage hybrid systems represent 37 projects, while wind accounts for 61 projects. Nuclear plants number 24 projects at 17.3 gigawatts, with hydropower, biomass, fuel cells, fusion energy, and methane projects making up the remainder.
PJM projects demand growth of 70 gigawatts over the next decade, driven primarily by data centers and other large industrial users. This significant gap between the 201.5 gigawatts proposed and the anticipated 70-gigawatt demand increase suggests that only a fraction of submitted projects will ultimately be approved and constructed. The operator has indicated that projects with faster construction timelines are likely to have advantages in the selection process.
Historical data shows that solar arrays typically reach operational status within 12 to 18 months of construction commencement, whereas modern combined-cycle natural gas plants require three or more years. Nuclear facilities face similar extended timelines. PJM has noted that 51 gigawatts of projects with signed agreements are experiencing delays due to state permitting requirements and supply chain constraints. The operator emphasized that timely interconnection of new resources is critical for maintaining grid reliability across its service territory.
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