PJM Interconnection, the largest U.S. power grid operator, faces a serious shortfall in electric generating capacity in coming years as traditional generator retirements outpace additions, according to a new analysis it published this week.

The grid operator forecasts nearly 40 GW of its generating capacity will retire by 2030, representing 21% of the service area's total capacity, with 90% pf planned retirements in coal and natural gas.

Meanwhile, PJM expects no more than 30 GW of additions over the same period, and as few as 15 GW in its "low entry" scenario.

Regulators at the North American Electric Reliability Corporation also have warned against retiring traditional generation sources too rapidly or else risk running significant shortages, which could lead to more frequent blackouts in extreme weather.

seekingalpha.com - Largest US grid operator warns of coming power capacity shortfalls