Rung 11 Energy & PowerSwitch rung

Energy & Power — Timeline

Dates are publication dates of the underlying source, not ingest dates. Forecasts carry their vintage.

2026

Sep 24 — [Ingest] LBNL Queued Up 2026 and PJM's 2028/29 capacity auction release read and compiled. The Talen 8-K on the 2026/27 auction was checked, found superseded by two later PJM auctions, and carried as a dated print inside the PJM file rather than ingested on its own. (LBNL; PJM 2028/29)
Sep 24 — [Compile] First compile of the rung: index, timeline and frontier written from the three sources held here and the concept page carried over from datacenters. (Index)
Sep 09 — [Forecast] EIA September 2026 Short-Term Energy Outlook: US generation 4,368 billion kWh in 2026 (+2.2%), +1.7% in 2027; West South Central the largest contributor to sales growth "despite a pause in new data center projects in Texas". (EIA STEO)

Aug 20 — [Scheduled] Texas utility commission open meeting, before which ERCOT said it would file for a good-cause exception. The outcome is not covered by any source here. (ERCOT notice)
Aug 07 — [Deadline missed] ERCOT's Batch Zero classification notifications for Large Loads were due; ERCOT said it would not meet it. (ERCOT notice)
Aug 03 — [Notice] ERCOT Market Notice M-A080326-01: Governor Abbott directs ERCOT to verify data-centre Large Loads before advancing them through interconnection. (ERCOT notice)

Jul 14 — [Market result] PJM's 2028/29 capacity auction clears at the $325/MW-day cap, down 2.5% from 2027/28, and 6,831 MW short of the reliability requirement. PJM plans a backstop procurement and "Connect and Manage" rules for large loads such as data centres. (PJM 2028/29)

Jun — [Census] LBNL Queued Up 2026 (data to end-2025): 1,312 GW generation + about 749 GW storage waiting to connect; queue down 10%, gas up 86% to 253 GW; median 61 months from request to operation for 2025 builds. (LBNL)

May 01 — [Analysis] Carbon Direct puts interconnection waits in PJM and ERCOT data-centre load zones at 3–4 years, with more than 300 GW of generation and storage queued across about 1,500 projects. (Carbon Direct; Power: The Binding Constraint)

Q1 — [Analysis] Tech Insider counts about 12 GW of US data-centre power announced for 2026 against about 5 GW under construction: a 7 GW gap. Snippet-only ingest. (7 GW shortfall)

Jan 06 — [Analysis] Data Center Knowledge: 36+ projects worth $162B blocked or significantly delayed; transformers and switchgear named as the long-lead items. (Hyperscalers in 2026; Power: The Binding Constraint)

Dec 17 — [Market result] PJM's 2027/28 capacity auction clears at the $333.44/MW-day cap, 6,623 MW short of the reliability requirement, the first time the whole region fell short. Nearly 5,100 MW of the 5,250 MW rise in forecast peak is attributed to data centres. Superseded by the 2028/29 print. (PJM 2028/29)

Jul 22 — [Filing] Talen Energy 8-K: 6,702 MW cleared at $329.17/MW-day in PJM's 2026/27 auction, about $805M of capacity revenue for June 2026–May 2027. Superseded by two later auctions. (PJM 2028/29)