Pexapark iconPexaparkSep 9, 2026

PJM Data Center Growth Pushes Capacity Costs Higher and Lifts Contract Valuations

Data center demand is driving up PJM capacity costs as supply struggles to keep pace with load growth. Record capacity prices are helping push wind and BESS contract valuations to 12-month highs.

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Data center demand is driving up PJM capacity costs as supply struggles to keep pace with load growth.

Record capacity prices are helping push wind and BESS contract valuations to 12-month highs.

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Data center demand is driving up PJM capacity costs as supply struggles to keep pace with load growth. Record capacity prices are helping push wind and BESS contract valuations to 12-month highs.

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