Energy Growth CompactOhio · 2026

Same demand.
Two outcomes.

The thesis

Ohio can either fall behind — or build the cheapest, most reliable power system in the Midwest.

Don't ban data centers. Make them bring new power with them — then share the surplus with Ohio homes, businesses, and communities.

Path A01

Ban
growth.

Investment, jobs, and grid funding move to other states.

Path B02

Build
power.

Anchor SMRs, gas, solar, batteries on data-center demand.

1,284Ohioans signed on

§02 / Fork in the road

Demand is coming. The grid isn't ready.

AI, cloud, and reshoring are arriving in Ohio whether the statehouse plans for it or not. Two paths — only one builds something.

Path A · Ban growth01

Restrict large data centers.

Slows demand on paper. In practice, it pushes investment, jobs, tax base, and grid funding to other states.

  • Less private investment, fewer jobs
  • No new generation or modernization
  • No path to long-term abundance
Path B · Build power02

Bring new power with them.

Use data centers as anchor customers to finance SMRs, gas, grid upgrades, solar, and batteries — then share the surplus with Ohio homes, businesses, and communities.

  • New plants, transmission, substations
  • Lower long-term costs for families
  • Construction jobs, stronger tax base

That second path is the campaign.

§03 / By the numbers

The wave is already breaking.

The real question isn't can we stop demand?— it's can we make new demand pay for new supply?

“PJM forecasts net load growth averaging 5.3% per year over the next decade, reaching about 1.44 million GWh by 2036.”

— PJM Interconnection · 2026 Load Forecast

Already hereSrc 1
200+

Ohio data centers operating today

Coming nextSrc 2, 3
$40B

Potential additional investment by 2030

Grid pressureSrc 4
5.3%

PJM net load growth, per year, next decade

In pipelineSrc 3
6+ GW

Planned Ohio projects requiring major generation

On the tableSrc 5
10 GW

Proposed campus paired with new power generation

Net result

Ohio is the table.

Either we set it — or someone else does.

§04 / Demand vs. supply

This is where prices rise.

PJM projects 5.3% annual load growth through the next decade. Existing Ohio supply is roughly flat. Every year the gap widens, wholesale prices climb.

Energy demandPJM 5.3%/yr
Existing supply~flat
Indexed · 2025 = 1002025 — 2035

The widening gap is the price-pressure zone. Every gigawatt of unmet demand is a cost passed to Ohio ratepayers.

Indexed view. Demand line tracks PJM 5.3% CAGR. Supply line illustrates roughly flat capacity. Directional, not utility-grade. See methodology in sources.

§05 / Wait — what?

One reactor powers a data center and tens of thousands of homes.

This is the hidden insight. Data-center demand is exactly the anchor load that finances the kind of generation Ohio needs anyway.

Continuous load · MW

Medium data center

20MW

Small modular reactor · 24/7 baseload

300MW

Capacity ratio

15×

Surplus

280MW

Households served

~200K

Anchor the reactor on the data center. Share the surplus.

§06 / Ohio Energy Growth Compact

The 5 rules of power growth.

Five rules that turn data-center demand into Ohio's next energy buildout.

  1. 01

    Bring Your Own Power

    Large data centers must contract for or help finance new generation equal to their load. No new megawatt of demand without a new megawatt of supply.

  2. 02

    Pay Your Grid Impact

    Large-load customers cover the transmission, substation, and reliability costs they create. Ratepayers don't subsidize hyperscaler infrastructure.

  3. 03

    Share the Surplus

    When new generation exceeds data-center demand, excess capacity is made available to Ohio homes, businesses, municipalities, and manufacturers at below-market rates.

  4. 04

    Build the Mix

    No single-source fantasy. Ohio needs SMRs, natural gas, solar, wind, batteries, and transmission — together, not in opposition.

  5. 05

    Protect Communities

    Water use, noise, land use, emergency planning, and tax agreements are transparent and negotiated locally. Growth has to feel like growth on the ground.

The rule that ties them together

No large data center connects unless it helps bring new power online.

§07 / Energy stack

Five sources. One grid.

Ohio needs SMRs, natural gas, solar, wind, batteries, and transmission — not a single-source fantasy.

01SMRs

24/7 clean baseload

Small modular reactors are the long-term foundation. A 300 MW SMR could power a 20 MW data center while serving tens of thousands of homes, factories, and a regional energy district.

One SMR anchors an entire energy district.

02Natural Gas

The bridge Ohio can build now

Natural gas is the fastest scalable bridge. Recent plans describe 9.2 GW of gas generation paired with data-center development, with excess capacity feeding the grid to lower costs.

Data centers should add power, not just take from the grid.

03Solar

Cheap daytime energy at scale

Solar is excellent for reducing daytime peak costs, pairing with batteries, and lowering wholesale energy costs. Cincinnati's 100 MW New Market Solar already supplies city and residential programs.

Solar should be part of the stack, not the entire stack.

04Batteries

The shock absorber

Batteries don't create energy — they move it to where and when it's needed. They reduce peak-price spikes, stabilize the grid, store solar and wind, and protect against outages.

For the modern grid, batteries are increasingly essential.

05Grid

The thing everyone forgets

Generation is only half the story. Ohio needs new substations, high-voltage transmission, dedicated corridors, better interconnection planning, and faster permitting.

No power without wires.

§08 / Momentum

This is already happening.

The decisions are being made right now — in PJM filings, utility commissions, and back rooms with site-selection consultants.

The only question is whether Ohio benefits.

  • 01

    10 GW campuses are being planned

    Hyperscaler-class projects are scoping Ohio sites paired directly with new generation, not just grid offtake.

  • 02

    Utilities are rewriting tariffs

    Large-load tariffs, minimum demand charges, and new interconnection rules are already being filed across PJM.

  • 03

    Grid operators are forecasting demand spikes

    PJM's 2026 load forecast lifted decade-out demand by tens of percent — the largest revision in years.

§09 / The economic argumentPower Ohio Now

Bans don't
lower bills.

Supply does.

Data centers can finance

  • New power plants and generation
  • Local construction and trades jobs
  • Grid modernization and transmission
  • Industrial parks and energy districts
  • Lower-cost energy for communities
  • Long-term tax revenue

Scale of investment

AWS alone has committed $23B+ in Ohio data centers by 2029.

A medium data center needs 20–30 MW continuously. Large AI campuses can require hundreds of megawatts — or gigawatts.

That demand can strain the grid — or finance the future of Ohio energy.

Bring jobs. Bring investment. Bring compute.
But bring power with you.

§10 / The close

The AI era runs on power.

Ohio can either buy it…

or build it.

Let's build it.

See the data1,284Ohioans signed on

01

New data centers should mean new power.

02

New power should mean lower costs.

03

Lower costs should mean a stronger Ohio.

§11 / Add your name

If you agree, sign on.

No money. No party. Just a clear position: new demand on the grid should bring new power with it — and Ohio should benefit first.

  • 01Show momentum to lawmakers and utility commissioners.
  • 02Get clear, occasional updates as the Compact moves forward.
  • 03Stand on record for new power, lower bills, and Ohio jobs.
1,284Ohioans signed on
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§12 / Sources

All numbers, on the record.

All data, forecasts, and economic figures come from public reports, utility filings, and government documents.

Methodology

Energy capacity, cost, and infrastructure figures are based on publicly available data, industry benchmarks, and projected development scenarios. Actual outcomes depend on regulatory approvals, market conditions, technology deployment, and project execution.