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On Tuesday, PJM's system could face one of its highest stress moments of the year, as system-wide capacity saturation is forecast to exceed 170 GW Forecast demand is well below summer highs, but demand alone is not enough to assess overall risk amidst ~60 GW of shoulder season outages 🔌💡

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And how many hundreds of solar and wind power stations have they blocked to death in their endless connection queue? And how many gas peaker plants have they allowed to jump the queue?

The AI moment has brought substantial attention to peak demand, but the current spate of load growth is a 24/7 phenomenon, dramatically reducing the operational cushion when unusually hot weather and widespread outages collide during historically low-demand periods.