Lara Kamen

Person · Energy

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Lara Kamen, mentioned 11 times across podcast episodes and expert conversations analyzed by Sonic.

What Lara Kamen has said

The majority of data center-driven load growth within the PJM market is concentrated in the PJM South region.

neutral·Lara Kamen

The Data Center Coalition has proposed that any load curtailment for data centers during grid stress events should be voluntary rather than mandatory.

neutral·Lara Kamen

Bloomberg NEF forecasts that PJM's electricity reserve margins will remain low in the future.

bearish·Lara Kamen

The majority of data center-driven load growth within the PJM market is concentrated in the PJM South region.

Expert perspectiveLara KamenApr 15

The Data Center Coalition has proposed that any load curtailment for data centers during grid stress events should be voluntary rather than mandatory.

Expert perspectiveLara KamenApr 15

Bloomberg NEF forecasts that PJM's electricity reserve margins will remain low in the future.

Expert perspectiveLara KamenApr 15

PJM has implemented a price cap on its capacity market for the next two years, signaling an expectation of continued high prices.

Expert perspectiveLara KamenApr 15

Within the PJM market, only Maryland, Delaware, and New Jersey participate in a carbon market, all of which are in the PJM East region.

Expert perspectiveLara KamenApr 15

Bloomberg NEF modeling shows that expediting new power supply is the most effective lever for suppressing wholesale power prices in the PJM South and West regions.

Expert perspectiveLara KamenApr 15

PJM hosts the largest fleet of data centers in the world.

Expert perspectiveLara KamenApr 15

A shortage of gas turbines is a major constraint that can delay the construction of new natural gas power plants.

Expert perspectiveLara KamenApr 15

In a simulated polar vortex event in 2035, demand flexibility from 50% of data centers could lower PJM power prices by approximately 20%.

Expert perspectiveLara KamenApr 15

The most recent PJM capacity auction for the 2027-2028 delivery year cleared at a record price of approximately $333 per megawatt-day.

Expert perspectiveLara KamenApr 15

According to Bloomberg NEF analysis, demand flexibility from data centers does not significantly reduce average annual or monthly wholesale power prices in PJM.

Expert perspectiveLara KamenApr 15

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