Political Climate

The Grid's 'All Hands on Deck' Moment

Jun 26, 2025
Asim Haque, Senior VP of Governmental and Membership Services for PJM Interconnection, discusses the pressing issues facing the U.S. power grid amid soaring electricity demand and climate challenges. He highlights the urgent 'all hands on deck' moment for grid operators, addressing the implications of AI usage, supply shortfalls, and political tensions surrounding energy tax policy. Haque explores complexities in energy forecasting, infrastructure development, and the evolving dynamics of energy demand shaped by emerging technologies, emphasizing the need for innovative solutions amidst rising pressures.
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INSIGHT

Rising AI and Data Center Demand

  • Demand for electricity is rising sharply due to data center growth and AI's impact.
  • PJM forecasts a 40 gigawatt increase in demand over 15 years, stressing supply needs.
ADVICE

Prioritize Clearing Interconnection Queue

  • Clear the interconnection queue backlog to accelerate project development.
  • Focus on advancing projects through to construction, as delays stem more from permitting and financing than queue timing.
INSIGHT

Permitting Bottlenecks Threaten Grid

  • Permitting and local opposition cause delays in getting projects built despite interconnection agreements.
  • NIMBYism affects both generation and transmission, threatening grid advancement.
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