RTO SIGNALS: PJM subcommittee updates 2025 data center load forecasts within grid operator; exceeds expectations

As a new weekly coverage feature, NPM has Recorded, Transcribed and Summarized 06 ISO/RTO meetings covering over 930 minutes (8 hours) for Week of November 26, 2025. Click on the SIGNALS links to get an audio recording of the meeting and the transcript. We welcome any feedback on call coverage at help@newprojectmedia.com

Summarized: PJM: Interconnection Process Subcommittee- November 24, 2025 at 9:00 AM to 12:00 PM ET

  • PJM clarified interconnection cycle schedules and milestone dates, emphasizing strict adherence to timelines for regulatory compliance and project momentum.
  • Guidance was provided on TC2 phase two, NextGen portal processes, and documentation requirements, including how holidays affect agreement execution.
  • Provisional service expansion aims to improve operational flexibility and interim deliverability for projects injecting energy before full deliverability is achieved.
  • Network upgrade cost allocation categories were explained, highlighting their impact on project cost responsibility and timing, with calls for better reporting.
  • Site control requirements, readiness deposit rules, and NextGen portal improvements were clarified to streamline compliance and reduce financial risk for developers.

Recorded & Summarized: ERCOT RTCB Market Trials and Transition Weekly Meeting- November 24, 2025 at 11:00 AM to 11:30 AM ET

  • ERCOT is preparing for Go Live on December 5th, with systems transitioning and new API endpoints activated for market and outage submissions.
  • Dual submissions are required for certain transactions on December 4th and 5th; clear guidance was provided on which offers and trades need dual entry.
  • Market participants must ensure ESR qualification tests are submitted and review cutover plans, including staffing and listener URL configurations, before Go Live.
  • Real-time systems and market applications will cut over at midnight, with support calls scheduled for troubleshooting connectivity and deployment issues.
  • Clarifications were given on AS obligations, outage submissions, and deployment signals, with emphasis on following updated procedures and timelines for a smooth transition.

Summarized: PJM: Load Analysis Subcommittee- November 24, 2025 at 1:00 PM to 4:00 PM ET

  • PJM’s data center load forecasts exceeded expectations in 2025, prompting annual updates and improved modelling for greater accuracy.
  • Firm load requests are backed by commitments, while non-firm requests are discounted to ensure only credible loads influence system planning.
  • PJM uses both granular zone-level and national forecasts, enhancing transparency by sharing methodologies and underlying data with stakeholders.
  • Large load adjustments are rigorously reviewed to avoid double-counting, ensuring forecasts reflect genuine growth and economic justification.
  • Transmission planning and supplemental projects are aligned with evolving load forecasts, supporting reliable grid development and stakeholder engagement.

Summarized: PJM: Cost Development Subcommittee- November 25, 2025 at 1:00 PM to 2:00 PM ET

  • Proposed revision to Manual 15 clarifies fuel cost policy: affiliated energy managers cannot use affiliated quotes for cost-based offers.
  • Quotes must be sourced from public or independent third parties, aligning with Independent Market Monitor recommendations.
  • The change aims to prevent conflicts of interest and market manipulation, formalizing current practices.
  • Stakeholders raised concerns about affiliate definitions, efficiency during grid stress, and requested clearer exception processes.
  • Further discussion and stakeholder input will precede any decisions; the proposal will be presented at the December 3rd MIC meeting.

Summarized: PJM: System Operations Subcommittee- November 25, 2025 at 9:00 AM to 11:00 AM ET

  • AI-orchestrated cyber-espionage and Akira ransomware threats highlight the need for urgent security measures, including patching vulnerabilities and enforcing phishing-resistant authentication.
  • November operations included reserve events, geomagnetic disturbance warnings, and installation of a new BT phone system to enhance resilience and emergency preparedness.
  • EDART system updates introduced new XML features, outage cause codes for gas units, and improvements for compliance with Order 881 dynamic line ratings.
  • Training and certification plans for 2026 were shared, with upcoming seminars, drills, and revised exams for operators and dispatchers.
  • Manual revisions clarified communication, compliance, and training requirements; stakeholders were urged to review and comment ahead of committee endorsements.

Recorded & Summarized: NESO: Regional Energy Strategic Planning (RESP) Methodology Consultation Webinar- November 27, 2025 at 8:30 AM to 10:00 AM ET

  • The session focused on unpacking governance proposals for the RESP methodology, aiming for clear understanding and initial stakeholder feedback.
  • Strategic boards in each nation/region will oversee RESP development, with up to 16 members representing networks, local government, and cross-sector actors.
  • Voting structure proposes sector-weighted votes and a two-thirds majority for approval, with devolved governments holding veto rights in Scotland and Wales.
  • Four thematic working groups (local government, consumer/commercial demand, generation/storage, industrial/transport) will advise boards, supported by roundtables to avoid siloed thinking.
  • The GB Steering Committee will address national alignment and cross-border issues, while broad engagement ensures all stakeholders can contribute to RESP development.

Table for Upcoming Meetings for the Week

ISO | RTO

Date & Time

Meetings

PJM

December 01, 2025 at 1:00 PM to 4:00 PM ET

Electric Gas Coordination Subcommittee

PJM

December 01, 2025 at 9:00 AM to 12:00 PM ET

Distributed Resources Subcommittee

CAISO

December 01, 2025 at 12:00 PM to 1:00 PM ET

DAME, EDAM, and EDAM ISO Balancing Authority PR

NYISO

December 01, 2025 at 10:00 AM to 4:00 PM ET

Installed Capacity (ICAP) Working Group

PJM

December 02, 2025 at 9:00 AM to 12:00 PM ET

Planning Committee Meeting

PJM

December 02, 2025 at 1:00 PM to 3:00 PM ET

Risk Management Committee

MISO

December 2, 2025 at 10:00 AM to 4:00 PM ET

Interconnection Process Working Group (IPWG)

MISO

December 02, 2025 at 3:00 PM to 5:00 PM ET

(EPR-TSTF) Meeting

ERCOT

December 02, 2025 at 10:30 AM ET

Retail Market Subcommittee (RMS)

SPP

December 02, 2025 at 11:00 AM to 5:00 PM ET

Markets+ Change User Forum Face-To-Face

SPP

December 02, 2025 at 4:00 PM to 6:00 PM ET

Conditional High Impact Large Load Stakeholder Engagement Forum

ERCOT

December 02, 2025 at 10:30 AM ET

Resource Integration Working Group (RIWG)

ERCOT

December 02, 2025 at 10:30 AM ET

Demand Side Working Group (DSWG)

CAISO

December 02, 2025 at 1:00 PM to 2:00 PM ET

Technical User Group

CAISO

December 02, 2025 at 1:00 PM to 3:30 PM ET

DAME, EDAM & EDAM CAISO Balancing Authority Participation Rules Continuation

NYISO

December 1st, 2025 at 10:00 AM to 4:00 PM ET

ICAP/MIWG/PRLWG Meeting

SPP

December 03, 2025 at 10:00 AM to 5:30 PM ET

REAL Team Meeting

CAISO

December 03, 2025 at 1:00 PM to 2:00 PM ET

Settlement User Group

PJM

Offer Verification Education- December 03, 2025 at 1:00 PM to 2:00 PM ET

MIC Special Session

SPP

December 03, 2025 at 10:00 AM to 5:30 PM ET

REAL Team Meeting

SPP

December 03, 2025 at 9:30 AM to 3:30 PM ET

Project Cost Working Group Net Conference

CAISO

December 03, 2025 at 5:00 PM to 8:00 PM ET

Extended Day-Ahead Market and Day-Ahead Market Enhancements

SPP

December 03, 2025 at 10:00 AM to 5:00 PM ET

Consolidated Planning Process Task Force Net Conference

PJM

December 03, 2025 at 9:00 AM to 4:00 PM ET

Market Implementation Committee

NYISO

December 03, 2025 at 10:00 AM to 4:00 PM ET

Transmission Planning Advisory Subcommittee/ESPWG

MISO

December 3, 2025 at 10:00 AM to 2:00 PM ET

Planning Subcommittee (PSC)

ISO NE

December 03, 2025 at 12:00 PM to 3:30 PM ET

Consumer Liaison Group Meeting

ERCOT

December 03, 2025 at 10:30 AM ET

Wholesale Market Subcommittee (WMS)

NYISO

December 03, 2025 at 10:00 AM to 4:00 PM ET

TPAS/ESPWG Meeting

ISO-NE

December 03, 2025 at 12.30 PM ET

Consumer Liaison Group Meeting

ISO-NE

December 04, 2025 10:00 AM to 2.30 PM ET

NEPOOL Participants Committee Meeting

PJM

December 04, 2025 at 9:00 AM to 2:00 PM ET

Operating Committee Meeting

PJM

December 04, 2025 at 2:00 PM to 5:00 PM ET

Reserve Certainty Senior Task Force

NYISO

December 04, 2025 at 9:00 AM to 10:00 AM ET

Communication & Data Advisory Subcommittee Meeting

MISO

December 04, 2025 at 10:00 AM to 12:00 PM ET

Audit and Finance Committee of the Board of Directors

MISO

December 04, 2025 at 1:00 PM to 3:00 PM ET

OMS Executive Committee Meeting

MISO

2:30 PM ET

Corporate Governance and Strategic Planning Committee of the Board of Directors on December 04, 2025 at 1:00 PM

MISO

December 04, 2025 at 3:00 PM to 5:00 PM ET

Technology Committee of the Board of Directors

MISO

December 04, 2025 at 3:00 PM to 5:00 PM ET

Entergy Regional State Committee Working Group Meeting

ERCOT

December 04, 2025 at 10:30 AM ET

Retail Market Training Task Force (RMTTF)

ISO NE

December 04, 2025 at 10:00 AM to 2:30 PM ET

NEPOOL Participants Committee Meeting

SPP

December 04, 2025 at 9:30 AM to 5:30 PM ET

Operating Reliability Working Group Net Conference

SPP

December 04, 2025 at 2:00 PM to 4:00 PM ET

SPC Order 1000 Strategic Review Task Force

NYISO

December 04, 2025 at 10:00 AM to 11:00 AM ET

System Operations Advisory Subcommittee

ERCOT

December 04, 2025 at 10:30 AM ET

Reliability and Operations Subcommittee

CAISO

December 04, 2025 at 12:00 PM to 7:00 PM ET

Storage Design and Modeling

CAISO

December 04, 2025 at 4:00 PM to 5:00 PM ET

DAME, EDAM, and EDAM ISO Balancing Authority PR

ISO-NE

December 05, 2025 at 9:00 AM to 12:00 PM ET

IPSAC Meeting

CAISO

December 05, 2025

2025-2026 Transmission Planning Process

ERCOT

December 05, 2025 at 10:00 AM ET

Critical Infrastructure Protection Working Group (CIPWG)

ERCOT

December 05, 2025 at 10:30 AM ET

Performance, Distribution, Compliance Working Group (PDCWG)

SPP

December 05, 2025 at 10:00 AM to 1:00 PM ET

Seams Advisory Group Net Conference

MISO

December 05, 2025 at 10:00 AM to 12:00 PM

Transmission Owners Compliance Task Team (TOCTT) Meeting

PJM

New York/New England- December 05, 2025 at 9:00 AM to 12:00 PM ET

Inter-Regional Planning Stakeholder Advisory Committee

PJM

December 05, 2025 at 1:00 PM to 3:00 PM ET

PJM/MISO IPSAC

PJM

December 05, 2025 at 3:00 PM to 5:00 PM ET

Market Monitoring Unit– Advisory Committee

MISO

December 05, 2025 at 1:00 PM to 3:00 PM ET

MISO-PJM IPSAC

MISO

December 05, 2025 at 2:00 PM to 4:00 PM

Modeling Users Group (MUG) Meeting

*This story was originally published exclusively for NPM subscribers.

New Project Media (NPM) is a leading data, intelligence, and events business covering the US & European renewable energy and data center markets for the development, finance, advisory & corporate community.

Trusted by 450+ companies including

schedule demo or learn more

 
Scroll to Top