Exploring PJM's Zonal Hourly Load

An interactive walk-through of seasonal electricity demand patterns and data center growth projections across PJM's transmission zones.

Background

In case you were somehow unaware of this fact, or lucky enough to winter somewhere more tropical than Dayton, Ohio: the start of 2026 has been very cold! When I began work on this dashboard, PJM (the regional transmission organization responsible for supplying and transmitting power across much of the mid-Atlantic and mid-West) had issued one cold weather alert after another, culminating in a review of their cold weather operations.

Extreme weather presents several challenges for grid operators including periods of sustained high load, sharp peaks, and shifts in the shape of demand throughout the day. These peaks have real financial consequences. Certain customer classes are assigned costs based on when and how much they consume during critical hours.

For example, PJM calculates its transmission rates based on the single highest load hour of the year. Depending on the zone, this peak (called the NSPL) might fall on a hot summer afternoon or a cold winter morning. The peak season can even flip year-to-year depending on weather conditions, as this recent cold snap and consequent high demands reminded us.

So, what do these load profiles actually look like, and how might data center growth reshape electricity demand in the years ahead? I'll step through the American Electric Power (AEP) zone below, although you're welcome to follow along with your utility of choice.

PJM Transmission Zone
Mean load
IQR
90%
Peak day
2030 proj.
© 2026 Octarine Analytics, LLC
01

An Average Day

Each panel highlights one month of 2025. The solid line traces the mean hourly load across all days in that month, representing the typical shape of electricity demand over a 24-hour period.

Notice how the profile shifts throughout the year. If you imagine these curves as the surface of a lake, winter months look a bit choppy, with a load bump in both the morning as people wake and thermostats recover from overnight setbacks, and the evening as temperatures drop.

Summer profiles are almost surfable by comparison. Air conditioning load builds through the hottest hours of the day, producing a significant late afternoon peak. These months have the steepest ramp, starting with relatively low demand around 4 AM and climbing to a peak around 5 PM. That ramp rate matters for operators, who need to bring generation online fast enough to keep up with demand.

The shoulder months (April, May, October, and November) sit in between with lower loads overall and gentler swings throughout the day. Neither heating nor cooling dominates the load profile in a significant way, and the grid is about as relaxed as it gets.

Also visible in every month is the baseline load that never approaches zero. Even at 3 AM, industrial processes, streetlights, refrigeration, and always-on equipment sustain a floor of roughly 12 to 14 GW across the AEP zone.

02

Not Every Day Is Average

The darker band shows the interquartile range, the middle 50% of observed loads for each hour. The lighter band extends to the middle 90%.

Consider August at 4 PM. On a mild, overcast afternoon, the AEP zone might draw around 16 GW. On a hot day, that same hour could push past 22 GW.

This variability is what these bands represent. Variability is driven by weather, weekday versus weekend rhythms, and broader economic activity.

While not universally true, winter and summer months tend to have the widest spread. Cold snaps might produce dramatic swings in heating demands, while mild winter days may barely stress the system at all. Similarly, a string of 95°F days will stack high loads consistently, while a cool front temporarily drops demand back toward the mean.

The width of these bands matters for resource planning. PJM must maintain enough generation capacity to serve not just the average hour, but the range of plausible outcomes.

03

When the Grid Is Pushed Hardest

The dashed turquoise line shows the 24‑hour profile of each month's single highest demand day. These are the days with the most potential to push the transmission and generation system to its limits.

Peak days are driven by extreme weather: arctic cold in the winter, and heat and humidity in the summer. On these days, nearly every home and business is running its HVAC system at the same time, compounding demand that might otherwise be non-coincident.

Notice that the peak day's profile doesn't sit uniformly above the mean. During overnight hours, even the most extreme day may fall back within the normal band. Often the stress is concentrated in a handful of hours: the morning ramp in winter, and the afternoon plateau in summer.

In 2025, AEP's peak of peaks occurred on a cold January morning. In another year, the summer could easily take that title instead. Either way, these few hours matter more than any other for how the grid is built and how costs are allocated. The entire capacity infrastructure of the system, billions of dollars in generation, transmission, and distribution, is sized to reliably serve those few hours.

04

The Full Picture

Together, these three layers tell the story of how electricity demand behaves across the AEP zone over the course of a year. The mean profile might shape energy procurement and rate design. The variability bands quantify some of the risk that planners must hedge against. The peak days highlight the limits the system is built to handle.

For commercial and industrial customers, performance during those peak hours directly determines their share of transmission and capacity charges for the following year. A customer who can reduce load during the system peak, or who has invested in on-site generation, may save hundreds of thousands of dollars annually.

Understanding how and when demand peaks form is the starting point for evaluating on-site generation, demand response participation, and long-term energy planning. The next question is how that picture might change with a significant influx of new load onto the grid.

05

What 2030 Might Look Like

The orange dashed line scales each month's peak day profile in line with PJM’s most recent load forecast, representing a scenario in which data center and large load interconnections materially increase system demand by 2030. Click '2030' above to cycle through the projection years from 2026 to 2030.

This represents a significant departure from the past decade, during which overall electricity demand in the region was largely flat or declining. AEP's current interconnection queue includes over 38 GW of data center load requests, of which AEP expects 11.2 GW to materialize by 2030.

The projected peaks are striking. Summer months that already push 23 GW could approach 32 GW under this scenario. Winter morning peaks would likewise intensify further as data center baseload stacks on top of weather-driven demand.

Also noticeable is how little the relative shape of demand changes; rather, the profile is just shifted up. This is likely because data centers are expected to have high load factors, and unless these facilities curtail during peaks, their usage is expected to add to the baseload.

The consequences touch every layer of grid economics: generation capacity requirements, transmission expansion costs, and ultimately the rates that residential, commercial, and industrial customers pay. The question of how to plan and pay for a grid that can reliably serve this load, as well as evaluating how much of this projected load is likely to materialize, is one the industry is actively working through.

Historical Comparison

A single year of load data captures seasonal patterns, but not whether demand is growing or shrinking over time. Layering multiple years of hourly profiles provides us with a qualitative look at how various utility zones' consumption has shifted: whether peaks are climbing, whether baseload is rising with electrification and data center additions, or whether efficiency programs and distributed generation are changing the shape of electrical demand (e.g. the duck curve).

One caveat. The data presented is not weather normalized. Year-to-year differences in mean load can reflect sustained heat or cold as much as persistent demand change. PJM noted that this past January was the "strongest sustained cold period the system had seen since the 1990s," so I would expect January 2026 mean loads to run higher than prior years for that reason alone. Separating weather effects from economic trends would require additional processing of the data.

Sustained cold also can affect energy prices directly. In PJM, natural gas serves as both a significant fuel for power generation and a primary heating source for consumers. That overlap means natural gas prices and electricity prices tend to move together during cold stretches, as both supply-side and demand-side pressures hit simultaneously. In Dayton, the standard supply rate for natural gas in February is roughly 40% above January's rate. I suspect that many are in for a shock when they see this month's bill.

Transmission Zone
Year Range
to
View
Projection
© 2026 Octarine Analytics, LLC

Methodology

The data used to compile the figures above is almost entirely sourced from PJM's Dataminer 2 Hourly Load — Metered dataset. These values represent historical load on the grid, and this data has not been weather-normalized to account for particularly hot or cold years.

Some zones have multiple load areas. For instance, the AEP transmission zone includes four load areas: Indiana & Michigan Power (IMP), Appalachian Power (APT), Ohio Power (OPT), and Kentucky Power (KPT). Just as each zone within PJM can have very different load profiles, these subzones may contribute differently to the summer or winter peaks of the regional zone.

The data for the 2030 projection traces is sourced from PJM's 2026 Load Forecasts. Specifically, I referenced PJM's hourly zonal simulations, selecting the "A" series representing actual historical weather patterns. You can learn more about PJM's forecast and simulation process here.

If there's significant interest in an expansion to the dashboard, I may update the data story to include additional years of history. Just let me know if that's the case!