Largest US Grid Proposes Forced Power Cuts, Data Centers Must Self-Build Power; A-Share Gas Turbine Industry Chain Overview

English summary

### Largest US Grid Proposes Forced Power Cuts, Data Centers Must Self-Build Power; A-Share Gas Turbine Industry Chain Overview Time: 2026-07-29 17:27:05 Content: Recently, PJM, the largest regional grid operator in the US, proposed new rules: as early as mid-2027, data centers that fail to secure sufficient power in capacity market auctions could be temporarily cut off from power supply during peak demand hours. Affected by data center expansion and extreme heat, PJM's instantaneous load peaked at 168 GW this month, setting a 20-year record. PJM plans to hold an emergency auction in September to fill a capacity gap of about 7 GW/year starting from June 2028. Driven by US AI data centers and global energy structure transformation, demand for gas turbines has surged. Global gas turbine demand exceeded 100 GW in 2025 and is expected to reach 117 GW in 2026. ...