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AI Data Centers Trigger Third Federal Grid Emergency, Sending Bills Up and Air Quality Down

Summary

Three Section 202(c) emergency orders in six months have forced PJM-area data centers onto diesel backup power during heat waves, suspending normal air-pollution limits to protect grid capacity. PJM's capacity prices have jumped elevenfold, adding roughly $9.3 billion a year in ratepayer costs, while transmission buildout continues to lag years behind data center construction.

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