“PJM is running generators at full capacity and reducing electricity demand to avoid outages.”
A heat wave hits and the biggest grid operator in the country is already scraping the bottom of its capacity. The heat is the trigger, but the load problem is data centers that keep getting approved with no matching generation. Utilities cheer the demand growth in earnings calls and then quietly warn you to run your dryer at night. Guess who eats the shortfall when the AI boom and the air conditioners compete for the same electrons.