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.