Queued Up | Shifting Ground for Large Loads
Enverus Intelligence® Research (EIR) estimates an average load growth of about 12 GW in PJM by 2035, driven primarily by data center load expansion. PJM’s
December 3, 2025
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Enverus Intelligence® Research (EIR) estimates an average load growth of about 12 GW in PJM by 2035, driven primarily by data center load expansion. PJM’s
Enverus Intelligence® Research forecasts more conservative U.S. data center load growth, citing stricter utility requirements and policy changes that have reduced speculative projects and reshaped the outlook for natural gas demand.
October in ERCOT brought a mix of seasonal challenges—unusually warm temperatures early in the month, a sharp cooldown later, and notable variability in renewable generation.