2026-01-16 08:36:51

PJM, a major U.S. power grid operator, has revised down its near-term electricity demand forecast. The adjustment comes as stricter vetting procedures for data center projects take effect alongside broader economic uncertainties. Tighter scrutiny on data center approvals reflects growing concerns about infrastructure capacity and grid stability. These developments are shaping energy availability and costs for compute-intensive operations—critical factors for cryptocurrency mining and decentralized infrastructure. The softer economic outlook further tempers expectations for immediate demand surge. Industry observers are watching how regulatory frameworks and energy constraints will influence the expansion of data center networks across North America.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

11 Likes

Reward
11
3
Repost
Share

Comment

0/400

Rekt_Recovery

· 10h ago

ngl this PJM move hits different when you've already gotten liquidated waiting for the mining boom that never came... softer demand forecasts = softer hopium, which honestly? maybe we needed that reality check anyway. been there, done that, got the leverage ptsd to prove it lol

Reply0

HashBandit

· 10h ago

ngl this grid strain thing hits different when you're already underwater from back in my mining days... PJM cooling things down right when we need infrastructure expansion most, classic timing lol

Reply0

FancyResearchLab

· 10h ago

It's the same story again: grid capacity reduction forecasts, data center bottlenecks, and miners about to cry... Expansion plans that should theoretically be feasible are now being thwarted by the perennial challenge of energy constraints. Lu Ban No.7 is under construction again, this time digging a hole on the power grid.

View OriginalReply0