ISSUE NO. 047 · THURSDAY, SEPTEMBER 24, 2026 · PHILADELPHIA, PA GRID · SOLAR · PGW · PORT · BUILDINGS FREE TO EVERY READER

Vol. 1 · No. 47
Founded 2026
Independent · Reader-supported

Thursday
September 24, 2026
Philadelphia, Pennsylvania

Grid · Analysis

The transmission PJM is building for load it did not see coming

I.What RTEP is, in plain terms

RTEP stands for Regional Transmission Expansion Plan, the yearly study where PJM decides which high-voltage upgrades the region needs to stay reliable over roughly the next 15 years. Engineers model where the grid would overload under stress, call those spots violations, and design lines, transformers, and substation work to fix them. The PJM board then votes the projects into the plan.

You do not pick any of this, and neither does PECO on its own. Once the board approves a project and assigns it, a transmission owner builds it, and the cost flows back through PJM's rates to the zones judged to benefit. The only real leverage sits at the federal level, not at the kitchen table.

II.The load PJM did not see coming

For years the region's peak demand (the highest draw on the hottest or coldest hours) ran close to flat. That changed fast. PJM's published load forecasts in recent cycles have shown expected demand climbing again, driven largely by data centers, new warehouses, and the early edge of electrified heat and transport.

Rising demand means more projects, and bigger ones. In its 2024 planning work PJM's board approved a large block of transmission on the order of several billion dollars, per its own board materials, much of it aimed at fast-growing demand to the west and south. Philadelphia sits inside the same priced system, so the effects do not stop at the state line.

III.How a regional line becomes a line on your bill

Transmission rates are federal. The Federal Energy Regulatory Commission (FERC, the agency that approves interstate transmission charges) sets how much a transmission owner may collect, and PJM bills that through its tariff. Cost allocation, the formula that decides who pays, is the quiet heart of the whole thing.

Some costs land squarely on the zone that benefits; others spread across the region under FERC's Order No. 1000 rules. PECO collects its assigned share through the transmission charge on the delivery side of your bill, which is why a project built in another state can still nudge that charge up. The per-month amount is modest at last public report, but the direction has been one way.

IV.Finding the projects near Philadelphia

If you want to see the actual work, PJM publishes the full RTEP project list and an interactive map, each project tagged with an ID, a location, an assigned owner, and an estimated cost. Filter toward the PECO zone and the Delaware Valley and you can read the substation and line upgrades for yourself, rather than taking anyone's summary on faith.

Two different bodies hold the keys. FERC governs the transmission rate itself, so that is where cost-allocation fights happen; the Pennsylvania Public Utility Commission oversees PECO's retail delivery service and the rest of the bill. Knowing which venue owns which number saves a lot of wasted email.

V.Worth watching this month

1. PJM's RTEP page, where the next batch of board-approved projects posts through the year, is routine to check but the fastest way to catch a new line assigned to the PECO zone.

2. Any fresh PECO filing at the Pennsylvania Public Utility Commission matters if it touches the delivery side, since that is where most households feel a change.

3. FERC activity on PJM's cost allocation and interconnection rules is worth real attention, because it decides how much of a distant project your zone pays for.

4. PJM's next load forecast update is routine, but it signals whether the demand surge driving these approvals is still accelerating or leveling off.

Frequently asked questions

Is the transmission charge the same as the supply charge?
No. Supply is the cost of the electricity itself, which you can shop for. The transmission charge pays for the high-voltage network that moves that power, and it is set federally, not by your supplier.
Can PECO just refuse an RTEP project it does not like?
Largely no. Once PJM's board approves and assigns a project, the designated owner is expected to build it. Disputes over whether it is needed or who pays are argued at FERC, not settled locally.
Why am I paying for a line in another state?
Cost allocation formulas spread some regional transmission costs across multiple zones, not just the one where the line sits. The idea is that benefits cross state lines, so some of the costs do too.
Where can I see the specific projects near me?
PJM's RTEP documents and interactive map list each project with an ID, location, assigned owner, and estimated cost. Filter toward the PECO zone and the Delaware Valley to find the ones closest to home.

Sources on the bench

PJM, Regional Transmission Expansion Plan (grid operator) The official RTEP page, with board-approved project lists, the interactive project map, and planning documents. · www.pjm.com/planning/rtep-development
FERC, Electric Transmission and Order No. 1000 (federal regulator) How interstate transmission rates and regional cost allocation are governed, the rules that decide who pays for a line. · www.ferc.gov/electric-transmission
Pennsylvania Public Utility Commission (state agency) Oversees PECO's retail delivery service and rate cases, the venue for the non-transmission parts of your bill. · www.puc.pa.gov
PECO, Rates and Tariffs (utility) Shows the components of a PECO bill, including where the transmission charge appears on the delivery side. · www.peco.com
PJM, Load Forecast (grid operator) PJM's published demand projections, the forecasts whose recent jump is driving larger RTEP cycles. · www.pjm.com/planning/resource-adequacy-planning/load-forecast-dev-process