PJM's stalled 6.8 GW backstop procurement drew a rare DOE filing at FERC insisting data centers, not existing ratepayers, carry the cost. Applied Digital tied Polaris Forge 3 to a related-party 1.2 GW gas plant, and Duke's clean transition tariff still sits unfiled.
In this episode:
Top stories:
1. PJM Data Center Power Demand: DOE Pushes FERC on Costs — Discovery Alert
https://discoveryalert.com/news/pjm-data-center-power-demand-doe-ferc-october-2026/
2. Applied Digital signs a 15-year power deal with a planned 1,200 MW gas plant for its Polaris Forge 3 campus, from a developer run by its own executives | Colocation Scout — Colocation Scout
https://colocationscout.com/news-applied-digital-base-electron-1200mw-ppa-polaris-forge-3.html
3. What happened to Duke’s clean transition tariff? — Latitude Media
https://www.latitudemedia.com/news/what-happened-to-dukes-clean-transition-tariff/
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