PJM Region Hit by Data Center Constraints Amid LNG Expansion and Geothermal Breakthroughs

The PJM region is facing near-term data center constraints due to gas turbine and copper supply issues, according to a recent report. In other energy news, Sempra has begun the permitting process for its major LNG expansion project in Texas. The Southwest natural gas market saw prices top $8 as Southern California's supply ran short.

The US natural gas market experienced gains as the September contract expired. President Trump signed an order banning some foreign equipment from the US energy grid, citing national security concerns. Meanwhile, the US Open tennis tournament highlighted the importance of natural gas in powering stadiums and facilities.

The MIT has utilized AI to challenge a century-old process for mass ammonia production. The US LNG feedgas demand reached its highest level since April as plants returned from maintenance. The Department of Energy began testing fracked geothermal wells, marking a potential new source of renewable energy.