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Tuesday, October 6, 2026The Morning Brief →Sign in
UJB75.08▼ 0.60%SETH30.22▲ 2.68%EFAS15.43▲ 1.71%TYLG32.50▲ 1.30%JDOC61.24▲ 0.50%EAOK27.87▼ 0.89%IDAT36.73▼ 0.52%ITDG31.47▲ 1.60%UGE18.12▼ 1.33%IVRS32.59▼ 0.32%SIMS42.29▼ 1.27%UCC41.52▼ 0.47%AGRH26.21▲ 0.02%ESMV30.89▼ 0.30%RYLG25.87▲ 2.16%BLKC30.91▲ 4.26%XPP19.41▼ 0.73%RAYS9.88▲ 3.46%EAOM28.67▲ 0.04%IBRN33.52▼ 1.71%IWTR34.11▲ 0.05%SIJ18.52▲ 1.43%SCC15.69▼ 0.10%LTL24.59▼ 1.98%SKYU54.17▼ 0.86%FXP20.96▼ 3.59%ITDI31.47ITDH31.47
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PJM

In PWD coverage since September 15, 2026 · 8 stories
PWD coverage
sectors

How four-year transformer lead times complicate data-center development

Commercial Observer reports power, cooling, electrical equipment and construction running on timelines that were never designed around one another.
energy · Oct 5Amazon and Constellation sign 20-year nuclear power purchase agreement for 690 MW at Calvert Cliffs
transition · Oct 1Amazon signs 20-year PPA for Calvert Cliffs nuclear uprate
energy · Sep 30FERC rejects PJM's backstop cost allocation, leaving the 6.8 GW auction unscheduled
the_wrap · Sep 28How 230-kW AI racks are shifting data center capital to switchgear and rate design
the_wrap · Sep 28Oracle's rent notice and PJM's curtailment plan test who carries grid risk
the_wrap · Sep 25Washington's grid money stops buying new corridors
energy · Sep 15Pennsylvania puts a 2030 date on PJM's capacity shortfall
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