PJM’s reliability could start failing by 2030 if data center growth continues: report
Published . Updated .
In a worst-case scenario, the modeled loss of load expectation is “over 100 times worse than PJM’s planning criterion,” indicating an expectation of “more than 13 days with loss of load events per year,” said the study commissioned by the Pennsylvania PUC.
Directly affected
- RLBY Reliability
Named in this report.
Indirectly affected
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AQN Algonquin Power & Utilities Corp
GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- CRDO CREDO TECHNOLOGY GROUP HOLDING
GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- DJT TRUMP MEDIA & TECHNOLOGY GROUP COM
GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
In a worst-case scenario, the modeled loss of load expectation is “over 100 times worse than PJM’s planning criterion,” indicating an expectation of “more than 13 days with loss of load events per year,” said the study commissioned by the…
Source: Utility Dive
American Battery Technology (ABAT) since this story, compared with the market
Since the first closing price after “PJM’s reliability could start failing by 2030 if data center growth continues: report,” American Battery Technology (ABAT) is -32.08%. The S&P 500 fund (SPY) is +1.66% over the same days, a -33.74% difference versus the market.
Disclosure records for American Battery Technology (ABAT) within two months of 15 Sep 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 18 days before publication, inside 30 days. The filing is listed beside the story “PJM’s reliability could start failing by 2030 if data center growth continues: report.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 22 days before publication, inside 30 days. The filing is listed beside the story “PJM’s reliability could start failing by 2030 if data center growth continues: report.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How busy Taiwan Strait has been lately
Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “PJM’s reliability could start failing by 2030 if data center growth continues: report.” The recent pace is rising.
Who gains and who loses around American Battery Technology (ABAT)
Companies tied to this story
- ABAT American Battery Technology
For “PJM’s reliability could start failing by 2030 if data center growth continues: report,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
Aecom (ACM) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “PJM’s reliability could start failing by 2030 if data center growth continues: report.” Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “PJM’s reliability could start failing by 2030 if data center growth continues: report.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AQN Algonquin Power & Utilities
In “PJM’s reliability could start failing by 2030 if data center growth continues: report,” Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence. Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CRDO Credo Technology Group Holding
For “PJM’s reliability could start failing by 2030 if data center growth continues: report,” Credo Technology Group Holding (CRDO) is linked, with no stored direction, medium confidence. Reason on file: GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- DJT Trump Media & Technology Group
For “PJM’s reliability could start failing by 2030 if data center growth continues: report,” Trump Media & Technology Group (DJT) is linked, with no stored direction, medium confidence. Reason on file: GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
From Taiwan Strait to American Battery Technology (ABAT)
The 15 Sep 2026 story “PJM’s reliability could start failing by 2030 if data center growth continues: report” names American Battery Technology (ABAT) because of Taiwan Strait.
American Battery Technology (ABAT) is on the page because GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Aecom (ACM) is here too. Its reason reads: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates and price levels for American Battery Technology (ABAT)
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59.
How strong the case is around American Battery Technology (ABAT)
46 out of 100
“PJM’s reliability could start failing by 2030 if data center growth continues: report” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.