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Northern Virginia data centers face 15% power curtailment by Q4 2026

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Northern Virginia data centers face 15% power curtailment by Q4 2026

Market overview

Due to PJM's grid constraints and lack of sufficient new capacity, data center operators in Northern Virginia (e.g., Amazon, Microsoft, Google) will experience mandatory 15% power curtailments during peak demand periods starting Q4 2026. The curtailments will persist until major grid reforms or new capacity comes online.

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Implied probability (Yes)
75%

Source: user-generated

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