<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Interconnection.fyi - track interconnection queues in the US]]></title><description><![CDATA[Track interconnection queue requests across U.S. and North American ISOs and utilities. Learn what types of projects are being proposed, where, and how long they take to get approved.]]></description><link>https://newsletter.interconnection.fyi</link><image><url>https://substackcdn.com/image/fetch/$s_!9cKu!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffa3c6bf7-0fcf-4a3b-bf31-60d30528801e_512x512.png</url><title>Interconnection.fyi - track interconnection queues in the US</title><link>https://newsletter.interconnection.fyi</link></image><generator>Substack</generator><lastBuildDate>Sun, 23 Aug 2026 13:32:15 GMT</lastBuildDate><atom:link href="https://newsletter.interconnection.fyi/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Interconnection.fyi]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[interconnectionfyi@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[interconnectionfyi@substack.com]]></itunes:email><itunes:name><![CDATA[Interconnection.fyi]]></itunes:name></itunes:owner><itunes:author><![CDATA[Interconnection.fyi]]></itunes:author><googleplay:owner><![CDATA[interconnectionfyi@substack.com]]></googleplay:owner><googleplay:email><![CDATA[interconnectionfyi@substack.com]]></googleplay:email><googleplay:author><![CDATA[Interconnection.fyi]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Queue Update: PJM's Cycle 1 is in, Large Load Hits a Roadblock in TX, and More]]></title><description><![CDATA[Here's what happened in the past 2 weeks across policy, large load development, and the generation queues]]></description><link>https://newsletter.interconnection.fyi/p/queue-update-pjms-cycle-1-is-in-large</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/queue-update-pjms-cycle-1-is-in-large</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Wed, 12 Aug 2026 13:23:30 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/b481162c-5156-425c-851c-0abb30477ae6_1456x816.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<h2><strong>Executive Summary</strong></h2><p>The following entities updated their queue data this period: PJM, ERCOT, Tucson Electric Power, Public Service Company of New Mexico, SPP, MISO, Southern Company, Black Hills Colorado Electric, Avista, CAISO, and Dominion South Carolina.</p><h3><strong>Additions: 223.05 GW (775 projects)</strong></h3><ul><li><p><strong>PJM</strong>: 206.10 GW across 715 active requests, or 92.4% of everything added nationally this period. All of the PJM new entries are from their first cycle under their post-FERC Order 2023 reformed interconnection process.</p></li><li><p><strong>ERCOT</strong>: 8.34 GW.</p></li><li><p><strong>Non-CAISO West</strong>: 7.29 GW.</p></li><li><p><strong>SPP</strong>: 1.15 GW; <strong>MISO</strong>: 100 MW; <strong>Southeast</strong>: 74.9 MW.</p></li><li><p>By technology, gas led the way at roughly 107 GW nationally, followed by battery at 65 GW, nuclear at 18 GW, and solar at 17 GW.</p></li></ul><h3><strong>Withdrawals: 4.36 GW (24 projects)</strong></h3><ul><li><p>National withdrawals down 73.7% relative to the previous two-week period.</p></li><li><p><strong>West:</strong> 1.99 GW across 10 Public Service Company of New Mexico projects.</p></li><li><p><strong>ERCOT</strong>: 1.96 GW across 10 projects.</p></li><li><p><strong>CAISO</strong>: 250 MW, a single project and a reprieve from the substantial Cluster 15 queue attrition observed over the last month.</p></li><li><p>Storage in some form appeared in 83.6% of withdrawn queue capacity.</p></li></ul><h3><strong>Other Activity:</strong></h3><ul><li><p>17 projects executed GIAs totaling 3.12 GW, down 10.4% from the previous period. Median wait from queue entry to executed agreement was 2.55 years, down from 3.4 years last period.</p></li><li><p>19 projects reached commercial operation totaling 2.30 GW, up 9.9%. Median wait from queue entry to COD was 4.68 years for these projects.</p></li></ul><h3><strong>In the News</strong></h3><ul><li><p><strong><a href="https://www.texastribune.org/2026/08/03/texas-data-center-project-audit-greg-abbott/">Texas Governor Greg Abbott ordered the PUCT and ERCOT to audit every data center seeking to connect to the grid</a></strong> on August 3rd, halting approvals until those reviews are complete. Developers will have to disclose the tax incentives they receive, their power and water use, cooling operations, and facility ownership. If any project fails to comply with the audit, they will be denied interconnection.</p></li><li><p><strong><a href="https://www.rwe.com/en/press/rwe-americas/2026-08-06-rwe-us-offshore-reaches-settlement-with-doi-on-offshore-wind-leases/">RWE reached a $1.22 billion settlement with the Department of the Interior on August 6th</a></strong>, relinquishing its offshore wind leases in New York, California, and Louisiana. The capital is being redeployed into gas and LNG, including a $900 million stake in the Louisiana LNG project. The reallocation from renewables to gas tracks what we have observed in the queue over the last year.</p></li></ul><p></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Subscribe to stay on top of the latest trends and news affecting the grid</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><h2><strong>Activity Map</strong></h2><p>At GridTracker, we have been waiting for PJM&#8217;s release of interconnection queue data for the first cycle of its reformed process since PJM<strong><a href="https://insidelines.pjm.com/over-800-new-generation-projects-seek-to-connect-under-pjms-reformed-process/"> announced it in late April</a></strong>. The requests cover the entirety of the PJM footprint, spanning twelve states.</p><p>Virginia has the highest project count in the cohort at 184 active requests totaling 37.33 GW. Dominion&#8217;s zone accounts for 155 of those requests and 29.73 GW, or 84% by count and 80% by capacity. That concentration is expected given load growth in the region, likely driven in part by the ongoing data center buildout. Pennsylvania leads on capacity at 40.34 GW across 83 requests, followed by Ohio at 38.94 GW across 103. Indiana carries 25.38 GW across only 50 requests, an average of 508 MW per request, the largest average project size of any state in the PJM cohort.</p><p>Outside PJM, activity was comparatively light this period. ERCOT saw its usual mix of entries, withdrawals, and newly operational projects, adding 8.34 GW while withdrawing 1.96 GW, and accounting for 16 of the 19 projects that reached commercial operation this period. In the Southwest, Public Service Company of New Mexico posted a small update of 10 withdrawals totaling 1.99 GW alongside three executed GIAs totaling 900 MW. Tucson Electric Power added 6.94 GW across 17 requests, 16 in Arizona and one in New Mexico, all filed between January and March of this year.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!0lBJ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!0lBJ!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png 424w, https://substackcdn.com/image/fetch/$s_!0lBJ!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png 848w, https://substackcdn.com/image/fetch/$s_!0lBJ!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png 1272w, https://substackcdn.com/image/fetch/$s_!0lBJ!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!0lBJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png" width="1456" height="979" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:979,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:806869,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/210849282?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!0lBJ!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png 424w, https://substackcdn.com/image/fetch/$s_!0lBJ!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png 848w, https://substackcdn.com/image/fetch/$s_!0lBJ!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png 1272w, https://substackcdn.com/image/fetch/$s_!0lBJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fa0eb3-d30f-45d7-95aa-11c1b2d94c47_1710x1150.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><strong>Queue Activity</strong></h2><p>Data from PJM&#8217;s first reformed queue cycle means that new entries this period outpace anything we&#8217;ve seen so far this year, just over 223 GW of new queue additions between July 25th and Aug 6th, compared to a previous high of roughly 60 GW back in the first half of June. Withdrawals fell 73.7% to 4.36 GW compared to last period, yielding a net addition to the queues of 218.69 GW.</p><p>Gas led new additions at 103 GW, more than the next three technologies combined. Battery followed at 65 GW, then nuclear at 18 GW and solar at 17 GW. Wind and hybrid configurations trail well behind. In terms of withdrawals, the composition is unchanged from prior periods. Battery led at 2 GW across 13 projects, followed by solar+battery at 970 MW across 5, solar at 432 MW, wind+battery at 300 MW, and wind at 282 MW.</p><p>17 projects (3.12 GW) executed a GIA this period. ERCOT accounted for 9 of these projects (1.49 GW). For those nine GIA-executed ERCOT projects, the median duration from queue entry to GIA execution of 2.55 years. It is the shortest queue entry to IA execution duration we have observed in recent periods, though ERCOT has historically moved projects to executed agreements faster than other jurisdictions.</p><p>ERCOT also accounted for 16 of the 19 projects that came online over the last two weeks (2.06 GW of the 2.30 GW total). New operational capacity was split roughly evenly between standalone batteries at 1,188 MW across 11 projects and solar at 1,104 MW across 7, with a single 9.9 MW gas project making up the balance.</p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!d6aE!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!d6aE!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png 424w, https://substackcdn.com/image/fetch/$s_!d6aE!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png 848w, https://substackcdn.com/image/fetch/$s_!d6aE!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png 1272w, https://substackcdn.com/image/fetch/$s_!d6aE!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!d6aE!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png" width="1456" height="362" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:362,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:96707,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/210849282?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!d6aE!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png 424w, https://substackcdn.com/image/fetch/$s_!d6aE!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png 848w, https://substackcdn.com/image/fetch/$s_!d6aE!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png 1272w, https://substackcdn.com/image/fetch/$s_!d6aE!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7d8e4d1-2a74-4e32-933e-2d78f8aab270_1706x424.png 1456w" sizes="100vw" loading="lazy"></picture><div></div></div></a></figure></div><p></p><h2><strong>Queue Snapshot &#8212; Current State</strong></h2><p>The 2 TW threshold for active queue capacity is largely arbitrary, though it has been a useful gut check for the size of the queue over the last couple of years as process reforms have taken effect across ISOs and utilities. With PJM&#8217;s first reformed cycle (C01) now reflected in the data, we are back to over that threshold at 2.01 TW of active queue capacity across 9,068 projects, up from 1.79 TW across 8,335 projects last period.</p><p>Gas now stands at 412 GW, up 108.1% year over year and up 107 GW from last period alone. PJM accounts for 109 GW of that total, or roughly a quarter of the national gas queue, and almost all of the active PJM gas capacity is from the C01 cluster. Nuclear tells a similar story in a smaller frame. It stands at 32.26 GW, up 269.0% year over year, the largest percentage increase of any technology we track. PJM accounts for 19.29 GW of that, roughly 60% of the national nuclear queue, and about three quarters of the year over year increase arrived in this period.</p><p>The renewable side of the queue continues to move the other way. Solar is down 16.1% to 445.37 GW, solar+battery hybrids are down 16.1% to 300.26 GW, wind is down 13.4% to 198.55 GW, and offshore wind is down 62.9% to 6.86 GW. Battery is close to flat at 479.08 GW, down 1.4% year over year, and is now the single largest technology in the queue.</p><p>The overall composition of the queue remains largely unchanged. Five technologies account for roughly 91% of the 2.01 TW total: battery at 479.08 GW, solar at 445.37 GW, gas at 412.31 GW, solar+battery at 300.26 GW, and wind at 198.55 GW. Storage in some form accounts for roughly 786 GW, or about 39% of everything in the queue.</p><p>The ordering of the major resource types represented in the queue is starting to change. Last period solar led at 432 GW with gas at 306 GW, a gap of roughly 126 GW. Battery has since passed solar, and gas now sits 33 GW behind it. If gas continues to enter the queue at anything close to its recent rate, it will account for the largest share of capacity in the national interconnection queue within the year.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!ez_S!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!ez_S!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png 424w, https://substackcdn.com/image/fetch/$s_!ez_S!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png 848w, https://substackcdn.com/image/fetch/$s_!ez_S!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png 1272w, https://substackcdn.com/image/fetch/$s_!ez_S!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!ez_S!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png" width="1456" height="826" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:826,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:225019,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/210849282?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!ez_S!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png 424w, https://substackcdn.com/image/fetch/$s_!ez_S!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png 848w, https://substackcdn.com/image/fetch/$s_!ez_S!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png 1272w, https://substackcdn.com/image/fetch/$s_!ez_S!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29fe840a-056f-4b5c-aea8-f0c912974022_1696x962.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><strong>Regional Breakdown by ISO/RTO</strong></h2><p>Outside of PJM, this was one of the quieter periods we have tracked in recent months. Net of withdrawals, ERCOT added 6.38 GW, the non-ISO West added 5.30 GW, SPP added 1.15 GW, and MISO and the Southeast were effectively flat at plus 53.8 MW and minus 25.1 MW respectively. After shedding roughly 11.6 GW of Cluster 15 capacity across the two prior editions, CAISO recorded only a single 250 MW withdrawal this period.</p><p>PJM&#8217;s active queue went from 76.36 GW to 282.46 GW with the addition of the C01 requests, an increase of 270%, and surpassed the Southeast, SPP, and CAISO in terms of total active capacity. PJM now trails only the non-ISO West at 484 GW, ERCOT at 440 GW, and MISO at 358 GW. The C01 cluster alone accounts for 73% of PJM&#8217;s active queue by capacity, against 45 GW still held in the legacy TC1 and TC2 transition clusters and 31 GW in the pre-transition serial queue.</p><p>As published, C01 contains 816 requests totaling 226 GW, of which 715 requests and 206 GW remain active.</p><p>The composition of C01 is close to an inversion of PJM&#8217;s last transition cluster. Of the 31 GW still active in TC2, solar accounts for 38.4%, gas for 26.3% including hybrid configurations, battery for 22.0%, solar+battery for 6.6%, nuclear for 4.8%, and wind for 1.6%. Solar went from the largest technology in the prior cluster to the fourth largest in this one, and its share fell by a factor of six. Gas roughly doubled its share. Nuclear went from a small percentage of the previous transitional cluster to the third largest technology in the cohort.</p><p>The capacity of new PJM queue requests is also far larger. Gas requests in C01 average 675 MW and nuclear requests average 710 MW (includes uprates), against a cohort-wide average of 288 MW and average request sizes of 109 MW for solar and 107 MW for wind. There are 42 requests of 1 GW or larger in PJMS C01, which carry nearly a third of the cohort&#8217;s capacity on their own.</p><p>Geographically, the cohort concentrates in two transmission owners. AEP accounts for 152 requests and 60.04 GW, and Dominion has 177 requests and 35.93 GW. In total, AEP and Dominion represent 46.6% of the cohort&#8217;s requested capacity. ComEd follows at 107 requests and 22.27 GW, then ATSI at 18.07 GW and Alleghany Power at 17.13 GW. Gas requests in PJM C01 are also geographically concentrated. Pennsylvania and Ohio hold 61.87 GW of the 99.95 GW of gas in the cycle (61.9%) with West Virginia, Indiana, and Virginia holding roughly 8.5 to 9.5 GW each.</p><p>It is always important to remember that the majority of queue requests ultimately do not get built, and even those that do reach commercial operation historically take years to come online. In PJM C01, proposed commercial operation dates cluster in 2030 and 2031, which together account for 376 requests and 122.95 GW, or 59.7% of the cohort. Near-term proposed CODs are comparatively less common: 3.68 GW proposes 2026, 1.30 GW proposes 2027, 10.85 GW proposes 2028, and 24.09 GW proposes 2029.</p><p>As discussed in the previous GridTracker Insights edition, PJM&#8217;s 2028/29 capacity auction cleared at the $325/MW-day cap for a third consecutive year and fell 6,831 MW short of the reliability requirement while clearing just 525 MW of new generation and uprates. Even if every 2028 request in C01 were built on schedule, which will not happen, it would arrive after the delivery year the auction has already priced.</p><p>Of the initial 816 requests published in this first reformed PJM queue cycle, 101 (19.44 GW) already withdrew by the time PJM published their data. That is 12.4% of requests and 8.6% of capacity gone before receiving initial study results. Batteries led pre-publication exits at 7.68 GW across 39 requests, followed by gas at 4.88 GW across 10 and solar at 2.63 GW across 19. Looking at PJM&#8217;s previous transition clusters as a benchmark, TC2 has lost 369 requests and 48.73 GW to withdrawal against the 278 requests and 31.12 GW still active, an attrition rate of over 60% by capacity. Applying that rate to C01 puts the surviving cohort around 80 GW, compared to the 206 GW that entered. That is still a substantial amount of new capacity seeking interconnection in PJM, but it is substantially less than the current headline GW figure for PJM C01.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Lqd0!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Lqd0!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png 424w, https://substackcdn.com/image/fetch/$s_!Lqd0!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png 848w, https://substackcdn.com/image/fetch/$s_!Lqd0!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png 1272w, https://substackcdn.com/image/fetch/$s_!Lqd0!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Lqd0!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png" width="1456" height="719" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/c8601ddd-4986-4913-9382-01698ba040eb_1698x838.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:719,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:176584,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/210849282?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!Lqd0!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png 424w, https://substackcdn.com/image/fetch/$s_!Lqd0!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png 848w, https://substackcdn.com/image/fetch/$s_!Lqd0!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png 1272w, https://substackcdn.com/image/fetch/$s_!Lqd0!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8601ddd-4986-4913-9382-01698ba040eb_1698x838.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><strong>Notable Projects</strong></h2><p>The PJM C01 records show what entities filed which requests. The largest nuclear filings belong to AEP and its associated entities. Indiana Michigan Power Co. filed five requests of 2,300 MW each, three in Spencer County at Rockport-Jefferson 765 kV and two in Sullivan County at Sullivan 765 kV, staged one year apart from 2033 to 2035. Appalachian Power filed a sixth in Campbell County, Virginia. That is 13.8 GW, or 78% of all nuclear capacity requested in C01. These are more likely different phases of two nuclear plants rather than five separate nuclear power plants.</p><p>There are also 13 requests totaling 1.37 GW that are uprates at existing nuclear plants, ranging from 5.7 MW to 382 MW. Six from Constellation and four from Vistra. Six of the thirteen proposed in-service dates of 2028 or earlier. None of AEP&#8217;s six nuclear requests propose anything before 2033.</p><p>In the PJM C01 cycle, we are seeing some evidence of redevelopment at retired coal plants to take advantage of existing interconnection rights and capacity. The largest gas request in C01 is 2,500 MW in Beaver County, Pennsylvania at Bruce Mansfield 345 kV, filed by Shippingport Power Station, LLC for November 2028. Bruce Mansfield was a 2,741 MW coal station that retired in 2019. Three more gas requests sit on adjacent points of interconnection, bringing roughly 5.9 GW to that one node. The same is happening at Homer City, an 1,884 MW coal station in Indiana County, Pennsylvania that retired in 2023, where two gas projects (1,736 MW and 780 MW) both requested service at the retired plant&#8217;s 345 kV and 230 kV interconnections.</p><p>Cortex Sycamore, LLC, the largest filer in C01 with 25 requests, submitted 10 nearly-identical gas requests at exactly 976 MW in pairs across five different points of interconnection in Ohio and Indiana. Dominion filed both of its 1,694 MW gas requests along the Cunningham-Elmont line and both of its 1,530 MW gas requests at Mount Storm-Valley.</p><p>It is always interesting to check how long projects actually take to move through the interconnection process and come online as we see newly operational projects in the data. The 19 projects that reached commercial operation this period waited a median of 4.68 years. On the high-end of the distribution, a 72.5 MW solar project in Mayes County, OK reached commercial operation on August 3rd after entering the SPP queue in May 2017, a queue duration of 9.2 years.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!RpeG!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!RpeG!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png 424w, https://substackcdn.com/image/fetch/$s_!RpeG!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png 848w, https://substackcdn.com/image/fetch/$s_!RpeG!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png 1272w, https://substackcdn.com/image/fetch/$s_!RpeG!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!RpeG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png" width="1456" height="533" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:533,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:145694,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/210849282?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!RpeG!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png 424w, https://substackcdn.com/image/fetch/$s_!RpeG!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png 848w, https://substackcdn.com/image/fetch/$s_!RpeG!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png 1272w, https://substackcdn.com/image/fetch/$s_!RpeG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e06e483-0d0b-405a-a50c-84aea5d981b4_1796x658.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><p>Want to go deeper? GridTracker users get access to:</p><ul><li><p>Project-level insights (see the project-level changes that occur in real-time)</p></li><li><p>Exportable datasets (export the full list of newly operational, withdrawn, GIA-signed, and added projects)</p></li><li><p>Interactive graphs and visualizations</p></li><li><p>Custom dashboards with real-time alerts and data export</p></li><li><p>Exclusive in-depth industry reports</p></li><li><p>&#8230; and much more!</p></li></ul><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://gridtracker.fillout.com/gridtracker-demo&quot;,&quot;text&quot;:&quot;Learn More about GridTracker&quot;,&quot;action&quot;:null,&quot;class&quot;:&quot;button-wrapper&quot;}" data-component-name="ButtonCreateButton"><a class="button primary button-wrapper" href="https://gridtracker.fillout.com/gridtracker-demo"><span>Learn More about GridTracker</span></a></p>]]></content:encoded></item><item><title><![CDATA[Queue Update: Load Cluster Studies May Come to VA, Crusoe Loses in TX, and more]]></title><description><![CDATA[Here's what happened in the past 2 weeks across policy, large load development, and the generation queues]]></description><link>https://newsletter.interconnection.fyi/p/queue-update-load-cluster-studies</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/queue-update-load-cluster-studies</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Wed, 29 Jul 2026 14:06:09 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/38d1e553-e585-43d1-ab19-7f36a8d2f9c2_1456x816.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<h2><span>Executive Summary</span></h2><p><span>The following entities updated their queue data this period: BPA, PacifiCorp, LADWP, NV Energy, Tucson Electric, Salt River Project, APS, CAISO, SPP, MISO, Duke, and Georgia Transmission.</span></p><h3><span>Additions: </span><strong><span>7.96 GW</span></strong><span> (72 projects)</span></h3><ul><li><p><strong><span>MISO</span></strong><span>: 3.40 GW across 8 projects, driven by Entergy Arkansas, Entergy Texas, and Duke Energy Indiana.</span></p></li><li><p><strong><span>SPP</span></strong><span>: 2.35 GW across 40 projects. Highest project count of any market, lowest average project size (roughly 59 MW).</span></p></li><li><p><strong><span>Southeast</span></strong><span>: 1.39 GW across 18 projects, mostly Duke surplus interconnection requests and new Georgia Transmission solar+storage entries.</span></p></li><li><p><span>Battery led new entries at 3.26 GW, followed by &#8220;Other&#8221; at 1.66 GW, gas at 1.29 GW, solar+battery at 810 MW, standalone solar at 573 MW, and wind at 367 MW.</span></p></li><li><p><span>Surplus interconnection requests accounted for 17 of the 72 projects added and 1.76 GW, roughly 22% of added capacity.</span></p></li></ul><h3><span>Withdrawals: </span><strong><span>16.54 GW</span></strong><span> (67 projects)</span></h3><ul><li><p><strong><span>Non-ISO West</span></strong><span>: 11.60 GW, the largest single-market withdrawal figure of the year so far.</span></p></li><li><p><strong><span>CAISO</span></strong><span>: 4.16 GW, a continuation of the Cluster 15 exits.</span></p></li><li><p><span>Solar+battery hybrids led at roughly 8.3 GW, followed by standalone batteries at 4.0 GW, wind at 2.0 GW, gas at 1.5 GW, and solar at 1.1 GW. Storage in some form was represented in more than three quarters of withdrawn capacity.</span></p></li></ul><h3><span>On the Docket</span></h3><p><strong><span>Texas PUCT</span></strong></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Subscribe to stay on top of the latest trends and news affecting the grid</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><strong><span>Crusoe/Goodnight Co-location, Final Order</span></strong><span> (</span><a href="https://interchange.puc.texas.gov/search/documents/?controlNumber=59220&amp;itemNumber=69"><span>Docket No. 59220</span></a><span>)</span></p><p><span>The PUCT signed a final order on July 24 approving the net metering arrangement for Crusoe Two, a second 260 MW data center behind the Goodnight Wind POI, and imposed the same six conditions from Docket 58881. Crusoe and Ensign&#8217;s main objection related to the curtailment requirement, which would apply to both loads and shed 525.5 MW of demand to protect a wind facility that generates at most 265.5 MW. The Commission rejected the argument, reasoning that because both loads net against the same generator behind a single point of interconnection, curtailing only one would not achieve the objective of keeping the wind facility&#8217;s capacity available to the grid during emergencies.</span></p><p><span>Notably, the order also retains a provision that requires the data center to curtail upon ERCOT instruction while barring it from being compensated for doing so, since the load cannot be offered into any ERCOT or utility demand response program.</span></p><p><span>(Note: Deep-dive on this facility&#8217;s permitting and interconnection history available for free </span><a href="https://www.gridtracker.io/example-report"><span>here</span></a><span>)</span></p><p><strong><span>Large Load Customer Tariffs Rulemaking</span></strong><span> (</span><a href="https://interchange.puc.texas.gov/search/documents/?controlNumber=58000&amp;itemNumber=8"><span>Project No. 58000</span></a><span>)</span></p><p><span>Earlier this month, the Commission issued a set of proposed rules implementing Senate Bill 6, which would be the first codified standards for how large loads connect and pay in ERCOT. At the center of the rules is a 20-year minimum take obligation. A large load customer would owe 240 consecutive monthly payments based on the greater of its contracted peak demand or its actual demand, and billing would start once transmission capacity is made available whether or not the site has energized. The proposal also ends cost socialization for new agreements, barring utilities from recovering large-load interconnection costs through general transmission rates.</span></p><p><span>The open question is whether Texas creates a separate rate class for what the proposal calls &#8220;large computational load,&#8221; meaning a site where at least half of demand comes from computing equipment. The Commission asked parties for legal support on whether it can lawfully draw that distinction. Comments are due August 11.</span></p><p><span>the cleanest test yet of who absorbs the asset when the anchor customer&#8217;s obligation ends.</span></p><p><strong><span>Virginia</span></strong></p><p><strong><span>Governor&#8217;s Energy Office Asks for Large-Load Cluster Studies</span></strong><span> (</span><a href="https://www.scc.virginia.gov/docketsearch/DOCS/8dds01%21.PDF"><span>Case No. PUR-2026-00056</span></a><span>)</span></p><p><span>Virginia&#8217;s Chief Energy Officer intervened on July 9 in Dominion&#8217;s transmission rate case. The Governor&#8217;s Office wants the SCC to &#8220;transition from sequential interconnection studies to a proactive Cluster Study Approach for large-load connection requests,&#8221; describing it as &#8220;a direct application of the same logic of FERC Order No. 2023 that requires cluster studies for new generation interconnections.&#8221; It also asks the Commission to require Dominion to apply a rigorous &#8220;but for&#8221; test, meaning that any network or substation upgrade the utility would not have built absent a specific large load would be charged directly to that customer rather than spread across all ratepayers.</span></p><p><span>For context on this docket, Dominion&#8217;s investment in transmission assets grew 56.2% between 2020 and 2025, from roughly $10 billion to $15 billion, and nearly two thirds of that growth came from its largest commercial and industrial customers (e.g., data centers). Google&#8217;s testimony in this case estimates Dominion would need roughly 233 substations to interconnect the 70 GW currently in its large-load queue.</span></p><h3><span>In the News</span></h3><ul><li><p><strong><a href="https://insidelines.pjm.com/pjm-capacity-auction-procures-138318-mw-of-generation-resources-as-work-continues-to-address-growing-electricity-demand/"><span>PJM&#8217;s 2028/29 capacity auction cleared at the $325/MW-day price cap</span></a></strong><span> for the third consecutive year, procuring 138,318 MW but falling 6,831 MW short of the reliability requirement. Three years of maximum prices produced almost no new supply, with just 525 MW of new generation and uprates clearing, down from 774 MW a year earlier. The auction procures for delivery in 2028, and between interconnection timelines, network upgrade costs, and equipment lead times, very little can move from the queue to commercial operation on that timeline. PJM&#8217;s market monitor separately attributed</span><a href="https://www.utilitydive.com/news/pjm-data-centers-capacity-auction-imm-bowring/825626/"><span> $6.3 billion of the $16.4 billion in auction charges to data centers</span></a><span> and proposed a separate capacity auction for that load.</span></p></li><li><p><strong><a href="https://www.rtoinsider.com/136995-miso-to-design-dedicated-queue-process-for-large-loads-and-devoted-generation/"><span>MISO will develop a dedicated expedited study process for large loads and their dedicated generation</span></a></strong><span>, run separately from the generator interconnection queue, alongside a non-firm transmission service option. Announced on July 20th, it is one of the first responses to FERC&#8217;s show cause orders to all six RTOs and ISOs.</span></p></li><li><p><strong><a href="https://www.governor.ny.gov/news/first-statewide-moratorium-new-hyperscale-data-centers-launched-governor-kathy-hochul"><span>New York imposed a statewide moratorium on new hyperscale data centers</span></a></strong><span> on July 14th, pausing discretionary state environmental permits for up to a year while they develop standards for data center development. Permits already deemed complete may proceed. The order follows an open &#8220;Energize NY&#8221; proceeding examining whether data centers should pay more for grid upgrades or supply their own power.</span></p></li></ul><h2><span>Activity Map</span></h2><p><span>The West (the Desert Southwest and Pacific Northwest in particular) account for the bulk of activity this period, but it&#8217;s mostly capacity leaving the queue. Nevada and Utah recorded the largest exits in the West, where NV Energy cleared roughly 3.6 GW of battery and gas requests and a Los Angeles Department of Water and Power portfolio of more than 3 GW withdrew from Intermountain Power Agency&#8217;s queue (Utah). Western Arizona and California saw a further 4.16 GW of withdrawals, all of it CAISO, led by a 2.0 GW battery project in La Paz County.</span></p><p><span>There was a fair amount of newly operational activity in the Columbia River Corridor, with ten projects totaling 1.38 GW, roughly two thirds of the 2.09 GW that moved to operational status. Nearly all of it sits in Bonneville Power Administration territory across Morrow, Gilliam, Umatilla, Wasco, and Deschutes counties in Oregon and Yakima and Clark counties in Washington.</span></p><p><span>New entries came from a different set of markets. MISO led with 3.40 GW, concentrated in Entergy Arkansas, Entergy Texas, and Duke Energy Indiana, followed by 2.35 GW spread across 40, mostly small, SPP requests and 1.39 GW in the Southeast, largely Duke Energy Florida surplus additions and Georgia Transmission.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!ug5S!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!ug5S!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png 424w, https://substackcdn.com/image/fetch/$s_!ug5S!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png 848w, https://substackcdn.com/image/fetch/$s_!ug5S!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png 1272w, https://substackcdn.com/image/fetch/$s_!ug5S!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!ug5S!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png" width="1456" height="984" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:984,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:687272,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/208938605?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!ug5S!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png 424w, https://substackcdn.com/image/fetch/$s_!ug5S!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png 848w, https://substackcdn.com/image/fetch/$s_!ug5S!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png 1272w, https://substackcdn.com/image/fetch/$s_!ug5S!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a50c438-3473-4336-a608-7cb44c29bfe4_1702x1150.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><h2><span>Queue Activity</span></h2><p><span>Additions fell by more than half compared to last edition, dropping 56.6% to 7.96 GW while withdrawals rose 17.4% to 16.54 GW, a net reduction of 8.58 GW and the lowest two-week entry figure since the period ending February 20th. Storage dominated both queue entries and exits this period. Hybrid solar+battery projects accounted for roughly 8.3 GW of withdrawals and standalone batteries another 4.0 GW, so more than three quarters of everything that left the queue included storage. On the entry side, surplus interconnection requests accounted for 17 of the 72 new requests (1.76 GW), roughly a fifth of added capacity, including eight Duke Energy Florida battery projects and four SPP requests. PacifiCorp also executed four surplus agreements in Utah. This may be a sign that developers are looking for ways around lengthy cluster studies and the network upgrade costs that come with them by adding storage at points where interconnection service has already been secured.</span></p><p><span>A total of 3.48 GW executed GIAs across 18 projects this period, most of it in the West and most of it storage, with only about 720 MW of standalone solar in the mix. That cohort waited a median of 3.4 years between queue entry and executing a GIA. Of the 19 projects reported as newly operational (2.09 GW), only two list a commercial operation date between July 11 and July 24. The rest appear to be a Bonneville Power Administration records refresh, covering projects with proposed completion dates as far back as 2012.</span></p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!-fwm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!-fwm!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png 424w, https://substackcdn.com/image/fetch/$s_!-fwm!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png 848w, https://substackcdn.com/image/fetch/$s_!-fwm!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png 1272w, https://substackcdn.com/image/fetch/$s_!-fwm!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!-fwm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png" width="1456" height="362" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:362,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:95750,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/208938605?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!-fwm!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png 424w, https://substackcdn.com/image/fetch/$s_!-fwm!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png 848w, https://substackcdn.com/image/fetch/$s_!-fwm!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png 1272w, https://substackcdn.com/image/fetch/$s_!-fwm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ecdc89a-f5a2-40b9-bcb8-99111659b5eb_1704x424.png 1456w" sizes="100vw" loading="lazy"></picture><div></div></div></a></figure></div><h2><span>Queue Snapshot &#8212; Current State</span></h2><p><span>The active queue stands at 1.79 TW across 8,335 projects, down roughly 10 GW from the prior period but essentially flat on the year. What we are starting to see now is less a continuation of the contraction that followed FERC Order 2023 and the related ISO and utility queue reforms, and more a recomposition of what&#8217;s in the queue. Gas is up 54.4% year over year at 305.64 GW, and renewables continue to move the other way, with solar down 20.2%, wind down 21.8%, and battery down 15.0%.</span></p><p><span>The queue remains highly concentrated. Five technologies make up roughly 91% of the 1.79 TW total: solar at 432 GW, battery at 418 GW, gas at 306 GW, solar+battery hybrids at 292 GW, and wind at 189 GW. Storage in some form accounts for roughly 717 GW, about 40% of everything in the queue.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!4L38!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!4L38!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png 424w, https://substackcdn.com/image/fetch/$s_!4L38!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png 848w, https://substackcdn.com/image/fetch/$s_!4L38!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png 1272w, https://substackcdn.com/image/fetch/$s_!4L38!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!4L38!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png" width="1456" height="826" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/35598c50-0441-4f49-a056-aa563acb8235_1696x962.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:826,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:215008,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/208938605?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!4L38!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png 424w, https://substackcdn.com/image/fetch/$s_!4L38!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png 848w, https://substackcdn.com/image/fetch/$s_!4L38!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png 1272w, https://substackcdn.com/image/fetch/$s_!4L38!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35598c50-0441-4f49-a056-aa563acb8235_1696x962.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><span>Regional Breakdown by ISO/RTO</span></h2><p><span>The West recorded a net decline of 10.77 GW, the largest single-market drop that we&#8217;ve tracked so far this year. Nearly all of it came from NV Energy, LADWP, Tucson Electric, and Salt River Project refreshing their queues within a two-day span. At the other end of the table, ERCOT, PJM, and ISO-NE registered no activity in either direction, which is notable given ERCOT accounted for roughly 80% of new entries in the last edition.</span></p><p><span>CAISO shed an additional 4.16 GW this period, extending the Cluster 15 attrition tracked earlier this month. Combined with the 7.44 GW flagged two weeks ago, that puts cumulative exits from the cohort at roughly 11.6 GW across two periods. CAISO&#8217;s active queue has fallen from roughly 190 GW last August to about 105 GW today, the steepest sustained decline of any market. Elsewhere activity was quieter, with MISO up 2.95 GW, SPP up 2.35 GW, and the Southeast up 1.32 GW.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!KYuj!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1bdd789-2dfa-4c3c-87b6-633a3e0068ab_1694x746.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!KYuj!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1bdd789-2dfa-4c3c-87b6-633a3e0068ab_1694x746.png 424w, https://substackcdn.com/image/fetch/$s_!KYuj!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1bdd789-2dfa-4c3c-87b6-633a3e0068ab_1694x746.png 848w, https://substackcdn.com/image/fetch/$s_!KYuj!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1bdd789-2dfa-4c3c-87b6-633a3e0068ab_1694x746.png 1272w, https://substackcdn.com/image/fetch/$s_!KYuj!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1bdd789-2dfa-4c3c-87b6-633a3e0068ab_1694x746.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!KYuj!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1bdd789-2dfa-4c3c-87b6-633a3e0068ab_1694x746.png" width="1456" height="641" 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srcset="https://substackcdn.com/image/fetch/$s_!KYuj!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1bdd789-2dfa-4c3c-87b6-633a3e0068ab_1694x746.png 424w, https://substackcdn.com/image/fetch/$s_!KYuj!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1bdd789-2dfa-4c3c-87b6-633a3e0068ab_1694x746.png 848w, https://substackcdn.com/image/fetch/$s_!KYuj!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1bdd789-2dfa-4c3c-87b6-633a3e0068ab_1694x746.png 1272w, https://substackcdn.com/image/fetch/$s_!KYuj!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb1bdd789-2dfa-4c3c-87b6-633a3e0068ab_1694x746.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><h2><span>Notable Projects</span></h2><p><span>GridTracker&#8217;s queue data includes free-text comment fields that accompany new interconnection requests. Developers and utilities often state the purpose of a request there, providing an early signal of what is driving new capacity. Increasingly, we are seeing comments reference large loads and data centers.</span></p><p><span>In Indiana, Crosley Energy Storage, a 400 MW battery project in Pike County on a Duke Energy Indiana 345 kV line, states that it will meet &#8220;the load needs identified by Decennial Group for their 2028 projected hyperscaler data center load.&#8221; Sycamore BESS, a 400 MW battery in Vermillion County, describes itself as serving &#8220;an incremental large load located in Clark County, Indiana.&#8221; NIPSCO added a 150 MW surplus battery request in Newton County. Together, that is just under 1 GW of storage capacity entering the queue in two weeks, most of it tied to an identified load rather than proposed as a merchant asset.</span></p><p><span>There are similar dynamics at play in eastern Arkansas, where Entergy Arkansas filed DOUBLEC Energy Center 3 (750 MW combined cycle) and DOUBLEC Energy Center 4 (250 MW simple cycle) at the same West Memphis to Keo interconnection in Crittenden County, both stating that they exist to serve long term resource adequacy for new large loads in MISO&#8217;s LRZ8.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!-qB-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ad44884-7096-48d5-a68b-622c716ce61b_1708x758.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!-qB-!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ad44884-7096-48d5-a68b-622c716ce61b_1708x758.png 424w, https://substackcdn.com/image/fetch/$s_!-qB-!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ad44884-7096-48d5-a68b-622c716ce61b_1708x758.png 848w, https://substackcdn.com/image/fetch/$s_!-qB-!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ad44884-7096-48d5-a68b-622c716ce61b_1708x758.png 1272w, https://substackcdn.com/image/fetch/$s_!-qB-!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ad44884-7096-48d5-a68b-622c716ce61b_1708x758.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!-qB-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ad44884-7096-48d5-a68b-622c716ce61b_1708x758.png" width="1456" height="646" 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srcset="https://substackcdn.com/image/fetch/$s_!-qB-!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ad44884-7096-48d5-a68b-622c716ce61b_1708x758.png 424w, https://substackcdn.com/image/fetch/$s_!-qB-!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ad44884-7096-48d5-a68b-622c716ce61b_1708x758.png 848w, https://substackcdn.com/image/fetch/$s_!-qB-!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ad44884-7096-48d5-a68b-622c716ce61b_1708x758.png 1272w, https://substackcdn.com/image/fetch/$s_!-qB-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ad44884-7096-48d5-a68b-622c716ce61b_1708x758.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><p>Want to go deeper? GridTracker users get access to:</p><ul><li><p>Project-level insights (see the project-level changes that occur in real-time)</p></li><li><p>Exportable datasets (export the full list of newly operational, withdrawn, GIA-signed, and added projects)</p></li><li><p>Interactive graphs and visualizations</p></li><li><p>Custom dashboards with real-time alerts and data export</p></li><li><p>Exclusive in-depth industry reports</p></li><li><p>&#8230; and much more!</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://gridtracker.fillout.com/gridtracker-demo&quot;,&quot;text&quot;:&quot;Learn More about GridTracker&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://gridtracker.fillout.com/gridtracker-demo"><span>Learn More about GridTracker</span></a></p></li></ul>]]></content:encoded></item><item><title><![CDATA[Colocation in ERCOT Evolves, Virginia Fast Track, and More ]]></title><description><![CDATA[Here's what happened in the past 2 weeks across policy, large load development, and the generation queues]]></description><link>https://newsletter.interconnection.fyi/p/colocation-in-ercot-evolves-virginia</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/colocation-in-ercot-evolves-virginia</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Thu, 16 Jul 2026 15:03:30 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/763f0b37-5708-4bfd-8ed5-4bb89f407ef2_1456x816.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<h3><span>Policy Watch</span></h3><p><span>State PUC dockets don&#8217;t always get a lot of coverage, but they&#8217;re where some of the most consequential decisions on large-load interconnection, data center cost allocation, and co-location arrangements are being made right now. Luckily, GridTracker&#8217;s Model Context Protocol (MCP) connection allows us to search and surface relevant filings across state PUC dockets and FERC directly. So in addition to providing bi-weekly updates on generator interconnection queues, starting this edition we&#8217;ll be covering the proceedings we think are worth watching.</span></p><h4><span>Texas PUCT</span></h4><h5><em><span>Crusoe/Goodnight Wind Co-location, Round Two (</span><a href="https://interchange.puc.texas.gov/search/documents/?controlNumber=59220&amp;itemNumber=60"><span>Docket No. 59220</span></a><span>)</span></em></h5><p><span>We mentioned this case in a previous newsletter (and it received </span><a href="https://www.latitudemedia.com/news/how-a-crusoe-google-campus-became-texas-co-location-test-case/"><span>some news coverage earlier this year</span></a><span> as well). The Crusoe/Goodnight Wind co-location (Docket No. 58881) was effectively Texas&#8217;s first real test of SB6&#8217;s new co-location framework. It involved a 260 MW AI data center (developed by Crusoe, operated by Ensign), located behind a 265.5 MW wind farm in Armstrong County, sharing a single ERCOT POI. The PUCT approved this net metering arrangement with six conditions, the most contentious being a 30-minute mandatory curtailment requirement during grid emergencies.</span></p><p><span>The July 9th proposed order under Docket No. 59220 adds a second 260 MW data center at the same POI and settlement meter. ERCOT studied it and found no transmission security issues, and PUCT staff recommends approval under the same six conditions. The application also discloses that a second Goodnight Wind facility (260 MW) is planned at the same POI by May 2027, which would put two wind facilities and two data centers stacked behind a single interconnection point and shared meter. Crusoe and Ensign still object to certain aspects of the conditions, but they&#8217;re back for a second data center at the same site under the same requirements, which suggests the model is working even with the curtailment strings attached.</span></p><h5><em><span>BTM Co-location and REC Accounting (</span><a href="https://interchange.puc.texas.gov/search/documents/?controlNumber=59963&amp;itemNumber=1"><span>Docket No. 59963</span></a><span>)</span></em></h5><p><span>MARA Holdings, who acquired Great Plains Wind, a 114 MW SPP wind farm in Gruver, Texas, is amending its Renewable Energy Credit (REC) Generator Certification to account for a co-located data center served as BTM load. Because the data center consumes generation before it reaches the POI meter, the existing REC certification no longer reflects the facility&#8217;s total renewable output, so MARA is amending it to allow self-reporting of total generation as the sum of what the meter sees plus what the BTM data center consumed.</span></p><p><span>This is a fairly minor REC accounting question, but it points to something that will come up in every renewable plus data center co-location arrangement: how to attribute and certify renewable generation when it is being consumed before it ever hits a meter.</span></p><h4><span>Hyperscalers/Big Tech</span></h4><h5><em><span>Amazon Briefs for a Fast-Track Large-Load Queue in Virginia (</span><a href="https://www.scc.virginia.gov/docketsearch#caseDocs/146728"><span>Case No. PUR-2026-00011</span></a><span>)</span></em></h5><p><span>Virginia SCC is weighing whether to create a fast-track interconnection queue for large loads willing to self-fund infrastructure or commit to grid flexibility. Amazon filed its response on June 30th, arguing there are no legal impediments and asking the Commission to create a contractual framework for large loads to self-fund or self-build qualifying infrastructure in exchange for queue priority.</span></p><p><span>The brief points to Maryland&#8217;s recently enacted tiered interconnection priority legislation (Md. H.B. 1532), which gives large-load customers who commit to demand response and incremental resource investments top priority in load studies, as a working model. The SCC hasn&#8217;t ruled yet, but the filing is a signal that hyperscalers are willing to put money on the table and commit to flexibility if it means moving faster through the queue.</span></p><h5><em><span>Microsoft Testifies on &#8220;Bring Your Own Power&#8221; in the APS Rate Case (</span><a href="https://edocket.azcc.gov/search/docket-search/item-detail/29551"><span>Case No. E-01345A-25-0105</span></a><span>)</span></em></h5><p><span>This Arizona Public Service (APS) general rate case has drawn out some of the most direct testimony yet on how utilities should treat large data center customers. In the July 8th hearing, Microsoft&#8217;s expert witness was cross-examined on a &#8220;bring your own power&#8221; proposal Microsoft advanced as an alternative to APS building out additional capacity to serve data center load. Microsoft operates in APS&#8217;s territory as an Extra High Load Factor customer running near 100% capacity factor and testified that it is willing to pay its own interconnection costs and that those costs are not passed on to residential ratepayers. Western Resource Advocates pushed back, arguing that data center load growth is driving up electricity rates and delaying coal plant retirements. No order yet, but the record being built here on self-supply feasibility and the real resource planning costs of data center load is worth tracking.</span></p><h3><span>In the News</span></h3><ul><li><p><a href="https://www.utilitydive.com/news/texas-facing-438-gw-queue-approves-initial-large-load-interconnection-pro/823367/"><span>PUCT, facing 438 GW of large-load requests (nearly 90% from data centers), approved rules</span></a><span> for ERCOT to begin processing those requests in batches of 75 MW or larger on June 18th. The first cohort, called Batch Zero, will be studied together rather than project-by-project. The approach mirrors the cluster study model long used for generator interconnection. This is one of the more consequential structural changes to ERCOT&#8217;s large load interconnection process yet.</span></p></li></ul><h1>Queue Activity, June 27 - July 10, 2026</h1><h3><span>Additions: </span><strong><span>17.57 GW</span></strong><span> (37 projects)</span></h3><ul><li><p><span>ERCOT: 14.05 GW, almost entirely gas, led by a cluster of large plants in central and east Texas.</span></p></li><li><p><span>MISO: 3.10 GW (7 projects), driven by gas and storage requests in Indiana and Louisiana.</span></p></li><li><p><span>Gas dominated new entries (~13 GW), followed by solar (~3.2 GW) and battery (~2.8 GW).</span></p></li></ul><h3><span>Withdrawals: </span><strong><span>14.09 GW</span></strong><span> (54 projects)</span></h3><ul><li><p><span>CAISO: 7.44 GW of mostly Cluster 15 battery project exits.</span></p></li><li><p><span>ERCOT: 3.36 GW (16 projects), led by a 1.25 GW gas project withdrawal.</span></p></li><li><p><span>More than half of withdrawals were battery capacity (~7.5 GW), followed by hybrid solar+battery (~2 GW) and standalone solar (~1.7 GW).</span></p></li></ul><h3><span>Newly Operational: </span><strong><span>2.08 GW</span></strong><span> (15 projects)</span></h3><ul><li><p><span>A very active period for projects reaching COD, up roughly 697% from the prior two weeks and concentrated in ERCOT (solar and battery).</span></p></li></ul><h2><span>Activity Map</span></h2><p><span>CAISO and ERCOT were both busy this period. ERCOT comprised the bulk of new entries (~14 GW of gas), GIA signings (solar, wind, and battery across central and east Texas), and projects coming online, while CAISO saw over 7 GW of Cluster 15 battery projects withdraw, concentrated in the Central Valley and the LA/San Bernardino area. MISO added roughly 3.1 GW of gas and storage in southern Indiana and Arkansas, offset by a single 1.54 GW Entergy Louisiana withdrawal. Elsewhere activity was comparatively light. A 300 MW battery project came online in Utah, a 250 MW gas project signed a GIA in northern Colorado, and scattered withdrawals registered in Oregon, New Mexico, and Georgia.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!bT1U!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4cb5e56-8dac-4ea3-8483-cd980053c682_1702x1158.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!bT1U!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4cb5e56-8dac-4ea3-8483-cd980053c682_1702x1158.png 424w, https://substackcdn.com/image/fetch/$s_!bT1U!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4cb5e56-8dac-4ea3-8483-cd980053c682_1702x1158.png 848w, https://substackcdn.com/image/fetch/$s_!bT1U!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4cb5e56-8dac-4ea3-8483-cd980053c682_1702x1158.png 1272w, https://substackcdn.com/image/fetch/$s_!bT1U!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4cb5e56-8dac-4ea3-8483-cd980053c682_1702x1158.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!bT1U!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe4cb5e56-8dac-4ea3-8483-cd980053c682_1702x1158.png" width="1456" height="991" 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class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><span>Queue Activity</span></h2><p><span>Queue additions, withdrawals, and newly operational capacity were all sharply up from the prior two-week window. 17.57 GW of new capacity entered the queue across 37 projects, while 14.09 GW withdrew across 54 projects, a net addition of about 3.5 GW.</span></p><p><span>The entry side is almost entirely ERCOT, which accounted for 14.05 GW (roughly 80% of new entries, virtually all from gas) of new capacity entering the queues across the country. We are starting to see developer and project information in the queue data point explicitly to data center load both in ERCOT and, increasingly, in MISO. MISO added 3.1 GW across seven projects, some of which cited serving large commercial loads in their comments to the ISO.</span></p><p><span>CAISO saw 7.44 GW withdrawn this period, driven by Cluster 15 battery projects that had been in queue since the 2025 cluster cycle window. ERCOT had 3.36 GW in withdrawals, led by a single large gas project that had reached the facility study phase. 2.08 GW (15 projects) came online, up nearly sevenfold from the prior window. 2.85 GW across 18 projects signed GIAs, down about 41% from last period and were also ERCOT-heavy.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Qq_6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ea2b2f3-cf59-4de6-8caa-3981e64d3ae2_1748x470.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Qq_6!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ea2b2f3-cf59-4de6-8caa-3981e64d3ae2_1748x470.png 424w, https://substackcdn.com/image/fetch/$s_!Qq_6!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ea2b2f3-cf59-4de6-8caa-3981e64d3ae2_1748x470.png 848w, https://substackcdn.com/image/fetch/$s_!Qq_6!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ea2b2f3-cf59-4de6-8caa-3981e64d3ae2_1748x470.png 1272w, https://substackcdn.com/image/fetch/$s_!Qq_6!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ea2b2f3-cf59-4de6-8caa-3981e64d3ae2_1748x470.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Qq_6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ea2b2f3-cf59-4de6-8caa-3981e64d3ae2_1748x470.png" width="1456" height="391" 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srcset="https://substackcdn.com/image/fetch/$s_!Qq_6!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ea2b2f3-cf59-4de6-8caa-3981e64d3ae2_1748x470.png 424w, https://substackcdn.com/image/fetch/$s_!Qq_6!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ea2b2f3-cf59-4de6-8caa-3981e64d3ae2_1748x470.png 848w, https://substackcdn.com/image/fetch/$s_!Qq_6!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ea2b2f3-cf59-4de6-8caa-3981e64d3ae2_1748x470.png 1272w, https://substackcdn.com/image/fetch/$s_!Qq_6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ea2b2f3-cf59-4de6-8caa-3981e64d3ae2_1748x470.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><span>Queue Snapshot &#8212; Current State</span></h2><p><span>The active queue stands at 1.80 TW across 8,341 projects, essentially flat from last period. The YoY composition shift towards gas and away from renewables continues. Gas is up 48%, nuclear 81.3%, and geothermal is up 171.1%. Against those gains, batteries are down 17.1%, solar down 19.9%, and wind and offshore wind are down 21.1% and 62.9%, respectively.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Z89x!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Z89x!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png 424w, https://substackcdn.com/image/fetch/$s_!Z89x!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png 848w, https://substackcdn.com/image/fetch/$s_!Z89x!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png 1272w, https://substackcdn.com/image/fetch/$s_!Z89x!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Z89x!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png" width="1456" height="812" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/e6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:812,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:213019,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/207241479?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!Z89x!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png 424w, https://substackcdn.com/image/fetch/$s_!Z89x!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png 848w, https://substackcdn.com/image/fetch/$s_!Z89x!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png 1272w, https://substackcdn.com/image/fetch/$s_!Z89x!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6705cf5-293f-4f73-bf59-dc24350f6253_1714x956.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><span>Regional Breakdown by ISO/RTO</span></h2><p><span>On net, queues added +3.48 GW, with ERCOT as the sole major positive contributor at +10.69 GW. MISO added +1.56 GW on net; SPP edged up +270 MW. Every other market contracted: Southeast -445 MW, PJM -175 MW, ISO-NE -170 MW, the non-CAISO West -813 MW, and CAISO -7.44 GW.</span></p><p><span>Of CAISO&#8217;s 7.44 GW in withdrawals, roughly 67% (~5.0 GW) were standalone batteries, another 26% (~2.0 GW) were solar+battery hybrid projects, and the remaining ~6% (450 MW) was a single standalone solar project. Per CAISO&#8217;s published </span><a href="https://www.caiso.com/library/interconnection-queue-reports"><span>Cluster 15 (C15) Queue Report</span></a><span>, project withdrawals for C15 started back in April 2025 and continued through earlier this month. C15 is one of the first clusters to move through CAISO&#8217;s reformed queue process. We be monitoring whether the projects that remain in C15 advance through study milestones and reach commercial operation at higher rates than projects from prior CAISO clusters.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!BjLN!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!BjLN!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png 424w, https://substackcdn.com/image/fetch/$s_!BjLN!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png 848w, https://substackcdn.com/image/fetch/$s_!BjLN!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png 1272w, https://substackcdn.com/image/fetch/$s_!BjLN!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!BjLN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png" width="1456" height="790" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f8aecb99-a169-488d-9b83-53a412937047_1766x958.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:790,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:198115,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/207241479?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!BjLN!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png 424w, https://substackcdn.com/image/fetch/$s_!BjLN!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png 848w, https://substackcdn.com/image/fetch/$s_!BjLN!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png 1272w, https://substackcdn.com/image/fetch/$s_!BjLN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff8aecb99-a169-488d-9b83-53a412937047_1766x958.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><span>Notable Projects</span></h2><p><span>ERCOT&#8217;s most recent queue data update confirms what has been widely covered in the energy space: lots of gas is being built in Texas, much of it to serve data center demand. The five largest projects added this period are all ERCOT gas plants. Developer/entity names like &#8220;Bullock Data Center, LLC&#8221; and &#8220;Liberty Data Center I, LLC&#8221; make the data center connection explicit in the queue record. Additions in MISO are telling a similar story, though on a smaller scale. Entergy Louisiana (Bayou Point Natural Gas, 750 MW), Duke Energy Indiana (Maple Creek Energy, 641.8 MW and Trotman Energy Center, 400 MW), and Entergy Arkansas (two projects, 400 MW each) all cited serving large commercial loads in the comments accompanying their queue requests.</span></p><p><span>The COD activity this period is worth quickly flagging. 2.08 GW came online, the most active two-week window of the year so far, and a reminder that a meaningful amount of capacity is actually crossing the finish line. The breakdown was roughly 44% solar, 33% battery, and 23% solar+battery hybrid, and 12 of the 15 projects that came online are in ERCOT.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!mngW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!mngW!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png 424w, https://substackcdn.com/image/fetch/$s_!mngW!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png 848w, https://substackcdn.com/image/fetch/$s_!mngW!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png 1272w, https://substackcdn.com/image/fetch/$s_!mngW!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!mngW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png" width="1456" height="563" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:563,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:146601,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/207241479?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!mngW!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png 424w, https://substackcdn.com/image/fetch/$s_!mngW!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png 848w, https://substackcdn.com/image/fetch/$s_!mngW!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png 1272w, https://substackcdn.com/image/fetch/$s_!mngW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8335975f-4721-4f1a-9d04-d8dc3ab326b2_1770x684.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><p>Want to go deeper? GridTracker users get access to:</p><ul><li><p>Project-level insights (see the project-level changes that occur in real-time)</p></li><li><p>Exportable datasets (export the full list of newly operational, withdrawn, GIA-signed, and added projects)</p></li><li><p>Interactive graphs and visualizations</p></li><li><p>Custom dashboards with real-time alerts and data export</p></li><li><p>Exclusive in-depth industry reports</p></li><li><p>&#8230; and much more!</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://gridtracker.fillout.com/gridtracker-demo&quot;,&quot;text&quot;:&quot;Learn More about GridTracker&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://gridtracker.fillout.com/gridtracker-demo"><span>Learn More about GridTracker</span></a></p></li></ul>]]></content:encoded></item><item><title><![CDATA[❤️‍🩹 Queues Are Healing: What's Happened So Far In 2026]]></title><description><![CDATA[In the first half of 2026, timelines sped up, studies moved forward, and contracts were signed]]></description><link>https://newsletter.interconnection.fyi/p/queues-are-healing-whats-happened</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/queues-are-healing-whats-happened</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Tue, 14 Jul 2026 17:53:11 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!XvwZ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Last year, we chronicled the largest queue clean-out on record: 733 GW of proposed generation withdrew during 2025, and the national interconnection queue shrank 13%. The first half of 2026 played out differently. Withdrawals slowed to <strong>245 GW</strong> across <strong>1,319 projects</strong>. New applications nearly matched the withdrawn volume, adding <strong>224 GW</strong>. The queue ended June at 1,919 GW, down 3.5% from the start of the year.</p><p>While much of the industry&#8217;s focus has been on growing crisis risk from massive demand growth driven by data centers, there are much-needed signs of improvement on the generation side. Timelines (to both withdrawal and commercial operations) are finally trending back down, and we finally have a healthy and growing pipeline of GIA-signed power plants.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Subscribe to stay on top of the latest trends and news affecting the grid</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p></p><h2>Withdrawals</h2><p><span>Withdrawals were significant. In January, 31 GW exited (11.9 GW from MISO DPP-2025, plus a long tail of utility queues in the West and Southeast). Then in April and May: </span><strong>144 GW across 807 projects</strong><span>, driven by more MISO DPP 2025 withdrawals, PJM cleaning out their legacy serial queue, and SPP's DISIS 2024 Phase 1 decision point. Withdrawals aren&#8217;t universally bad, though. Early withdrawals followed by lower attrition at later study stages is a sign of well-executed policy.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://www.gridtracker.io/purchase-reports/2026-h1-retrospective" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!AirB!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89cf0b8a-dca1-485a-82f2-a2d7920e0738_1768x908.png 424w, https://substackcdn.com/image/fetch/$s_!AirB!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89cf0b8a-dca1-485a-82f2-a2d7920e0738_1768x908.png 848w, https://substackcdn.com/image/fetch/$s_!AirB!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89cf0b8a-dca1-485a-82f2-a2d7920e0738_1768x908.png 1272w, https://substackcdn.com/image/fetch/$s_!AirB!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89cf0b8a-dca1-485a-82f2-a2d7920e0738_1768x908.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!AirB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89cf0b8a-dca1-485a-82f2-a2d7920e0738_1768x908.png" width="1456" height="748" 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class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"></figcaption></figure></div><p>Most of that May wave was administrative. PJM accounted for 43.1 GW of it, and every one of those 353 projects came from the RTO&#8217;s legacy serial queue: positions with queue ID prefixes like AH2, AI1, AI2, and AJ1, filed back in 2022 and 2023 under the old first-come, first-served process. PJM required all of them to reapply as new projects for Cycle 1, the first cluster of its reformed process, before the application window closed on April 27. Whatever did not transition was withdrawn. The purge shows up in our data as a bulk status flip between the April and May snapshots.</p><p>The other May driver was organic. SPP&#8217;s DISIS-2024-001 study cluster reached its Phase 1 decision point, and 126 projects totaling 28.5 GW dropped once they saw their study results. <a href="https://www.interconnection.fyi/blog/spp-disis-2024-001">Our March report</a> on that cluster projected heavy attrition at exactly this milestone. Even with the PJM purge included, the half-year total of 245 GW runs well behind 2025, when 283 GW exited in the first six months and another 450 GW followed in the second half.</p><h2>Technology Shifts</h2><p><span>Six months is typically a short window for the technology mix to meaningfully move. But gas is continuing its unprecedented expansion. Active gas capacity climbed from 247 GW to </span><strong>305 GW, a 23% jump</strong><span> since the end of 2025 and a whopping </span><strong>66%</strong><span> since the end of 2024. Solar slipped 4.7% to 682 GW. Offshore wind, already cut nearly in half last year, fell another 58% and now totals 6.9 GW nationwide.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://www.gridtracker.io/purchase-reports/2026-h1-retrospective" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!tC-O!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcd3f2987-1299-4a67-bbba-fde59811622f_1752x1386.png 424w, https://substackcdn.com/image/fetch/$s_!tC-O!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcd3f2987-1299-4a67-bbba-fde59811622f_1752x1386.png 848w, 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/cd3f2987-1299-4a67-bbba-fde59811622f_1752x1386.png&quot;,&quot;srcNoWatermark&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/6425566a-884f-4d44-bbf5-714b87fefdfa_1752x1386.png&quot;,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1152,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:189010,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:&quot;https://www.gridtracker.io/purchase-reports/2026-h1-retrospective&quot;,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/207044346?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6425566a-884f-4d44-bbf5-714b87fefdfa_1752x1386.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" 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class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Full report contains per-market breakdowns and exportable data</figcaption></figure></div><h2>The Long Wait: Queue Timelines</h2><p><span>Projects that reached commercial operation in the first half waited a median of </span><strong>4.8 years</strong><span> from queue entry, down from 5.5 years for projects completing in 2025. </span></p><p><span>Withdrawal timelines are an earlier leading indicator of queue efficiency, and they keep improving. Projects that withdrew in the first half had spent a median of </span><strong>21 months</strong><span> in the queue, down from 35 months for 2025's withdrawals and 40 months in 2024. Studies are flagging non-viable projects earlier, and developers are cutting their losses sooner. That was the design intent of FERC Order 2023. It appears to be working.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="http://gridtracker.io/purchase-reports/2026-h1-retrospective" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!yMQ5!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd4b253cb-7283-43dd-90f1-43131ef12b57_1816x1140.png 424w, https://substackcdn.com/image/fetch/$s_!yMQ5!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd4b253cb-7283-43dd-90f1-43131ef12b57_1816x1140.png 848w, https://substackcdn.com/image/fetch/$s_!yMQ5!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd4b253cb-7283-43dd-90f1-43131ef12b57_1816x1140.png 1272w, https://substackcdn.com/image/fetch/$s_!yMQ5!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd4b253cb-7283-43dd-90f1-43131ef12b57_1816x1140.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!yMQ5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd4b253cb-7283-43dd-90f1-43131ef12b57_1816x1140.png" width="1456" height="914" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/d4b253cb-7283-43dd-90f1-43131ef12b57_1816x1140.png&quot;,&quot;srcNoWatermark&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/1dbb12b2-5891-41c4-926e-df61bb8d0fb8_1816x1140.png&quot;,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:914,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:157100,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:&quot;http://gridtracker.io/purchase-reports/2026-h1-retrospective&quot;,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/207044346?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1dbb12b2-5891-41c4-926e-df61bb8d0fb8_1816x1140.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!yMQ5!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd4b253cb-7283-43dd-90f1-43131ef12b57_1816x1140.png 424w, https://substackcdn.com/image/fetch/$s_!yMQ5!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd4b253cb-7283-43dd-90f1-43131ef12b57_1816x1140.png 848w, https://substackcdn.com/image/fetch/$s_!yMQ5!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd4b253cb-7283-43dd-90f1-43131ef12b57_1816x1140.png 1272w, https://substackcdn.com/image/fetch/$s_!yMQ5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd4b253cb-7283-43dd-90f1-43131ef12b57_1816x1140.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Get the full report for per-market breakdown, and Queue-to-COD metrics</figcaption></figure></div><h2>Where the Activity is Happening</h2><p>The non-CAISO West and ERCOT markets led the way in new additions. Looking at the map also provides a crystal-clear view of the technology trends, as well. Those orange dots are gas projects, appearing at an increasing rate. And while gas projects grow in abundance, they also tend to be the most resilient, completing at much higher rates than solar, storage, and wind projects.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://www.gridtracker.io/purchase-reports/2026-h1-retrospective" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!XvwZ!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png 424w, https://substackcdn.com/image/fetch/$s_!XvwZ!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png 848w, https://substackcdn.com/image/fetch/$s_!XvwZ!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png 1272w, https://substackcdn.com/image/fetch/$s_!XvwZ!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!XvwZ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png" width="1456" height="1180" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/b0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png&quot;,&quot;srcNoWatermark&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/db934569-a31f-4026-b43e-bc5b5bfe2ff6_1774x1438.png&quot;,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1180,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:911634,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:&quot;https://www.gridtracker.io/purchase-reports/2026-h1-retrospective&quot;,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://newsletter.interconnection.fyi/i/207044346?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb934569-a31f-4026-b43e-bc5b5bfe2ff6_1774x1438.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!XvwZ!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png 424w, https://substackcdn.com/image/fetch/$s_!XvwZ!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png 848w, https://substackcdn.com/image/fetch/$s_!XvwZ!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png 1272w, https://substackcdn.com/image/fetch/$s_!XvwZ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0bd1473-705f-4e4f-b7a7-61a0379b4589_1774x1438.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Full report maps all queue activity - additions, withdrawals, CODs, and GIA executions</figcaption></figure></div><p>GridTracker subscribers get the full report (also available as standalone purchase <a href="https://www.gridtracker.io/purchase-reports/2026-h1-retrospective">here</a>)</p><p>The full report includes:</p><ul><li><p>44 charts and maps, breaking out data by power market, technology, and more</p></li><li><p>6 fully-exportable datasets:</p><ul><li><p>Starting projects (Everything active in the queue Jan 1 2026)</p></li><li><p>Added projects (Entered the queue during H1 2026)</p></li><li><p>GIA-signed projects (Executed GIAs during H1 2026)</p></li><li><p>Operational Projects (Reached commercial operations during H1 2026)</p></li><li><p>Withdrawn Projects (Withdrew during H1 2026)</p></li><li><p>Ending Projects (What was active in the queue at the end of H1 2026)</p></li></ul></li></ul><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.gridtracker.io/purchase-reports/2026-h1-retrospective&quot;,&quot;text&quot;:&quot;Get The Full Report&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.gridtracker.io/purchase-reports/2026-h1-retrospective"><span>Get The Full Report</span></a></p><p></p><p></p><p></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Subscribe to stay on top of the latest news and trends affecting the grid</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[Amazon Goes Nuclear in ERCOT, Virginia Weighs Overhaul to Transmission Funding, and More]]></title><description><![CDATA[Here's your roundup for the most important factors impacting the grid over the past two weeks]]></description><link>https://newsletter.interconnection.fyi/p/amazon-goes-nuclear-in-ercot-virginia</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/amazon-goes-nuclear-in-ercot-virginia</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Wed, 01 Jul 2026 15:19:30 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!uf7p!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<h2><strong>What happened from June 13 - June 26, 2026</strong></h2><h3><span>Additions: 10.96 GW (56 projects)</span></h3><ul><li><p><span>Non-CAISO West: 5.8 GW (20 projects), driven by Western Area Power Administration (WAPA) requests across Arizona, Nevada, and California.</span></p></li><li><p><span>MISO: 2.5 GW (6 projects), almost entirely a single unclassified tech type 2.2 GW Ameren Missouri request.</span></p></li><li><p><span>Southeast: 2.5 GW (29 projects), from Duke Energy Carolinas&#8217; latest cluster.</span></p></li><li><p><span>By technology, gas led new requests (3.0 GW, 17 projects), followed by battery storage (2.4 GW).</span></p></li></ul><h3><span>Withdrawals: 4.85 GW (26 projects)</span></h3><ul><li><p><span>Withdrawals were spread across the West, MISO, and the Southeast.</span></p></li><li><p><span>West: 1.7 GW (5 projects), led by a 600 MW Idaho Power gas request.</span></p></li><li><p><span>MISO: 1.3 GW (9 projects).</span></p></li><li><p><span>Southeast: 0.9 GW (8 projects), split between Southern Company and Florida Power &amp; Light.</span></p></li><li><p><span>CAISO: 0.4 GW (1 project), a single wind withdrawal.</span></p></li></ul><h3><strong>In the News</strong></h3><ul><li><p><em><strong><span>FERC issues orders on large load interconnection.</span></strong><span> </span></em><span>On June 18, </span><a href="https://www.ferc.gov/news-events/news/ferc-launches-aggressive-targeted-action-speed-large-load-integration"><span>FERC issued</span></a><span> &#8220;Show Cause&#8221; orders to the six FERC-jurisdictional grid operators, requiring them to either demonstrate that their existing large load tariffs adequately serve large loads or revise them to address the issues the Commission identified. Each operator and its transmission owners have 60 days to respond, and within 30 days must file an informational report on how they will ensure adequate generation to serve existing and new large loads. The orders highlight five reform areas: more efficient transmission study and application processes; cost-shifting protections and cost transparency; accommodation of co-location and behind-the-meter generation; new transmission services for flexible large loads; and a process to study generation serving co-located and electrically proximate loads. The fifth reform area is one we will be watching as proposals come in, since study tracks for generation serving co-located load could create separate queue clusters/pathways to monitor and analyze.</span></p></li><li><p><em><strong><span>Virginia weighs making large loads pay up front for the transmission they trigger. </span></strong></em><span>In a Dominion transmission rate case, Virginia State Corporation Commission staff filed testimony on June 16 recommending that the cost of transmission lines and upgrades built to serve a single high-load customer be assigned directly to that customer rather than spread across the rate base. Staff would do this by modifying Dominion&#8217;s line-extension policy to recover those facilities through Contribution-in-Aid-of-Construction, meaning the triggering customer pays up front. The recommendation builds on the Commission&#8217;s 2025 biennial order, which directed Dominion to develop alternative ways to allocate transmission costs. As the largest data-center market in the country, whatever Virginia codifies may become a reference point beyond PJM.</span></p></li><li><p><em><strong><span>Amazon and Vistra take Texas co-location to a nuclear plant (Deep dive at the bottom of this issue).</span></strong></em><span> Comanche Peak Power Company and Amazon are seeking PUCT approval for a net metering arrangement that would place up to 1,200 MW of behind-the-meter data center load at the existing 2,400 MW Comanche Peak nuclear plant in Somervell County, under the same SB6 framework as the Crusoe-Goodnight case we covered last issue. The data center would install its own backup generation, sized to cover its full load and kept off the transmission grid, so that during an emergency the load runs on backup. The applicants go further, committing to making all of Comanche Peak&#8217;s capacity available to Security Constrained Economic Dispatch within 30 minutes of an ERCOT instruction. It is a notable contrast with co-location cases elsewhere, where data center developers have resisted curtailment, and could be a sign of hyperscalers making efforts to trade grid-friendly terms for a faster path online. More on this below.</span></p></li><li><p><em><strong><span>Gas turbine shortage tests PJM&#8217;s fast-track rules.</span></strong></em><span> Advanced Power Services, developer of the Chestnut Run gas project in Ohio, </span><a href="https://www.utilitydive.com/news/pjm-gas-fired-chestnut-hill-interconnection-ferc/823958/"><span>has asked FERC for a waiver</span></a><span> to swap in lower-output turbines after manufacturing backlogs pushed its in-service date out by at least two years. The swap would trim the plant&#8217;s maximum output but let it hold close to its original online date. The catch is that PJM&#8217;s Reliability Resource Initiative, the shovel-ready fast track, bars changes to a project&#8217;s size or Capacity Interconnection Rights, so the substitution needs a waiver. PJM protested on June 18, arguing the request fails FERC&#8217;s waiver criteria and would hand Advanced Power an unfair edge over developers complying with the tariff, and noted the company could instead use the Expedited Interconnection Track FERC approved on June 9.</span></p></li></ul><h4><strong>Worth a Read</strong></h4><ul><li><p><span>Coverage of, and commentary on, FERC&#8217;s large load interconnection order:</span></p><ul><li><p><a href="https://nicholasinstitute.duke.edu/people/jackson-ewing"><span>Jackson Ewing</span></a><span> (Duke Univ.) in </span><a href="https://www.latitudemedia.com/news/the-grids-choice-is-between-large-load-flexibility-versus-defection/"><span>Latitude Media</span></a><span>.</span></p></li><li><p><a href="https://gridlab.org/fercs-new-load-flexibility-framework-is-only-half-the-battle/"><span>Ric O&#8217;Connell from GridLab</span></a><span>.</span></p></li></ul></li><li><p><a href="https://worksinprogress.co/issue/why-american-data-centers-cant-plug-in/"><span>The case</span></a><span> for auctioning interconnection and flexible large-load service from Chris Gillet.</span></p></li><li><p><span>An </span><a href="https://gridstrategiesllc.com/generator-interconnection-interim-progress-report/"><span>updated review </span></a><span>of ISO/RTO generator interconnection processes from GridStrategies and Brattle Group.</span></p></li><li><p><span>The long-awaited </span><a href="https://emp.lbl.gov/queues"><span>2026 edition of LBL&#8217;s </span></a><em><a href="https://emp.lbl.gov/queues"><span>Queued Up</span></a></em><span> report is finally here! GridTracker was happy to serve as data providers in a fruitful partnership for this project.</span></p></li></ul><h2><strong>Activity Map</strong></h2><p>The main action this period is in the non-CAISO West and Southeast. New queue requests came in from the Southwest (WAPA), the Mountain/Pacific Northwest (Idaho Power, BPA, PacifiCorp, Black Hills Power), and a new cluster from Duke Energy Carolinas. Withdrawals were scattered, showing up across the Mountain West, the Upper Midwest in MISO, and the Southeast. There was also substantial GIA activity in SPP.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!uf7p!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!uf7p!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png 424w, https://substackcdn.com/image/fetch/$s_!uf7p!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png 848w, https://substackcdn.com/image/fetch/$s_!uf7p!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png 1272w, https://substackcdn.com/image/fetch/$s_!uf7p!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!uf7p!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png" width="1456" height="991" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:991,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:649629,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/204366809?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!uf7p!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png 424w, https://substackcdn.com/image/fetch/$s_!uf7p!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png 848w, https://substackcdn.com/image/fetch/$s_!uf7p!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png 1272w, https://substackcdn.com/image/fetch/$s_!uf7p!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00ef64c8-ad2d-4947-982d-e0625b42f761_1736x1182.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><strong>Queue Activity</strong></h2><p><span>This was a relatively quiet period for the queues, with additions, withdrawals, and newly operational activity all down from the prior period. The two-week totals come to just under 11 GW of new entries against 4.9 GW of withdrawals, a net addition of about 6 GW.</span></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Subscribe to stay on top of the most important stories impacting the grid</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><span>New entries were led by Duke Energy Carolinas, which added 28 projects totaling 2.5 GW across North and South Carolina, mostly battery storage (about 1.4 GW) and gas (roughly 0.7 GW). A WAPA Desert Southwest cluster of about 3.3 GW across eight projects in Arizona, Nevada, and California accounts for most of the West&#8217;s activity (a mix of gas, battery, and solar+storage). The single largest request is a 2.2 GW project from Ameren Missouri in MISO, which entered the queue seeking network resource service and sits in its application window. It has not yet been assigned a resource type in the MISO queue data, so it accounts for much of the &#8220;Other&#8221; capacity this period.</span></p><p><span>Withdrawals were broadly distributed, the largest being a 600 MW Idaho Power gas request and a 500 MW solar+storage project in SPP. Only four projects reached commercial operation this period, all small Florida and Georgia solar projects in the Southeast.</span></p><p><span>The standout metric this period is GIAs signed, up about 119%to 4.6 GW. Most of that is a cluster of Nebraska public-power gas units, from NPPD and OPPD, reaching interconnection agreements in SPP.</span></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Iz6r!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Iz6r!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png 424w, https://substackcdn.com/image/fetch/$s_!Iz6r!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png 848w, https://substackcdn.com/image/fetch/$s_!Iz6r!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png 1272w, https://substackcdn.com/image/fetch/$s_!Iz6r!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Iz6r!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png" width="1456" height="405" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:405,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:106008,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/204366809?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!Iz6r!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png 424w, https://substackcdn.com/image/fetch/$s_!Iz6r!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png 848w, https://substackcdn.com/image/fetch/$s_!Iz6r!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png 1272w, https://substackcdn.com/image/fetch/$s_!Iz6r!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0550a2c9-a8a8-4c84-afc4-424467dc245b_1768x492.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><strong>Queue Snapshot - Current State</strong></h2><p>The active queue stands at 1.80 TW across 8,366 projects, and is still overwhelmingly solar and battery by volume. Firm resources continue to gain share even after a relatively quiet couple of weeks for the queues, with gas up about 51 percent, nuclear up 81 percent, and geothermal up over 170 percent year-over-year, while battery, solar, and wind are each down by double digits. As we have noted before, the outsized swing in "Other" (up roughly 349 percent) is mostly unclassified new entries like this period's Ameren (MISO) request that have not yet been assigned a technology, so it overstates how much genuinely uncategorized capacity is entering the queue.</p><p>On net, the queue grew by about 6.1 GW this period.The non-CAISO West leads at +4.1 GW on the WAPA cluster, followed by the Southeast at +1.6 GW on Duke's Carolinas additions and MISO at +1.2 GW. Only two markets contracted, both marginally: CAISO at -400 MW on a single wind withdrawal and SPP at -422 MW. PJM, which dominated last period's withdrawals as it cleared its legacy serial queue, is quiet this time, with the reformed cluster process queue data still pending release.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!rTPm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdcd46b87-1766-4bbb-9a64-ad8b2ccaef51_1756x990.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!rTPm!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdcd46b87-1766-4bbb-9a64-ad8b2ccaef51_1756x990.png 424w, https://substackcdn.com/image/fetch/$s_!rTPm!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdcd46b87-1766-4bbb-9a64-ad8b2ccaef51_1756x990.png 848w, https://substackcdn.com/image/fetch/$s_!rTPm!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdcd46b87-1766-4bbb-9a64-ad8b2ccaef51_1756x990.png 1272w, https://substackcdn.com/image/fetch/$s_!rTPm!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdcd46b87-1766-4bbb-9a64-ad8b2ccaef51_1756x990.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!rTPm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdcd46b87-1766-4bbb-9a64-ad8b2ccaef51_1756x990.png" width="1456" height="821" 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https://substackcdn.com/image/fetch/$s_!Czu1!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa731581c-4ed7-4a8b-ae56-8c44a7f34539_1784x748.png 848w, https://substackcdn.com/image/fetch/$s_!Czu1!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa731581c-4ed7-4a8b-ae56-8c44a7f34539_1784x748.png 1272w, https://substackcdn.com/image/fetch/$s_!Czu1!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa731581c-4ed7-4a8b-ae56-8c44a7f34539_1784x748.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Czu1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa731581c-4ed7-4a8b-ae56-8c44a7f34539_1784x748.png" width="1456" height="610" 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srcset="https://substackcdn.com/image/fetch/$s_!Czu1!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa731581c-4ed7-4a8b-ae56-8c44a7f34539_1784x748.png 424w, https://substackcdn.com/image/fetch/$s_!Czu1!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa731581c-4ed7-4a8b-ae56-8c44a7f34539_1784x748.png 848w, https://substackcdn.com/image/fetch/$s_!Czu1!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa731581c-4ed7-4a8b-ae56-8c44a7f34539_1784x748.png 1272w, https://substackcdn.com/image/fetch/$s_!Czu1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa731581c-4ed7-4a8b-ae56-8c44a7f34539_1784x748.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><strong>Amazon vs Crusoe: A Test of Two Distinct ERCOT Co-location Strategies</strong></h2><p>We&#8217;ve recently covered two contrasting data center architectures for co-location in ERCOT.</p><p>On one hand, we have Crusoe: they are proposing to co-locate two large data center facilities, Crusoe One (265.5 MW) and Crusoe Two (260 MW), behind a single existing wind farm (the 265.5 MW <a href="https://www.interconnection.fyi/project/ercot-14inr0033">GOODNIT1</a>), with a second wind farm (<a href="https://www.interconnection.fyi/project/ercot-23inr0637">GOODNIT2</a>, expected commercial operation May 2027) planned to be added behind the same point of interconnection later.</p><p>Under ERCOT&#8217;s proposal, both Crusoe facilities would need to <em>fully</em> curtail (525.5 MW of firm AI load combined) in exchange for taking a 265.5 MW intermittent wind generator into the net metering arrangement. That&#8217;s a 2:1 ratio between curtailed firm load and removed intermittent generation.</p><p>It&#8217;s important to note the Crusoe facilities are co-located with intermittent wind power. This means these facilities cannot remain fully behind-the-meter. They regularly need to draw power from the ERCOT grid when wind output is below the facility&#8217;s demand. Secondly, based on testimony in <a href="https://interchange.puc.texas.gov/Documents/59220_21_1652693.PDF">this PUCT filing</a>, they do not appear to have full backup generation readily deployable. We are inferring this from the harm argument in that testimony, where Crusoe&#8217;s expert argued the following about a 30-minute shutdown window:</p><blockquote><p>&#8220;Abrupt, unplanned curtailment carries serious operational risks: cascading hardware failures across server clusters, corruption or loss of active computational work that cannot be recovered, data storage integrity failures, and thermal events caused by the sudden loss of coordinated cooling infrastructure. These are not hypothetical concerns - they are documented in this record.&#8221;</p><p>&#8212; <a href="https://interchange.puc.texas.gov/Documents/59220_21_1652693.PDF">Bojorquez Testimony, PUCT Docket 59220, Item 21, June 3, 2026</a></p></blockquote><p>That does not paint a picture of a facility which has full, rapidly available backup generation on-site.</p><p>We contrast this against Amazon&#8217;s Comanche Peak filing (<a href="https://interchange.puc.texas.gov/Search/Filings?ControlNumber=59399">PUCT Docket 59399</a>), widely reported as &#8220;Project Spectrum.&#8221; This is a recent proposal to co-locate a data center of up to 1.2 GW behind an existing 2.4 GW nuclear plant (Comanche Peak). This facility is planned to be fully behind the meter, with the load not expected to ever be served by grid power (per Amazon&#8217;s application in the docket). Also crucially, Amazon explicitly plans to establish sufficient backup generation on-site, sized &#8220;equal to or exceeding&#8221; the load&#8217;s expected demand, to power the entirety of their facility. For this reason, Amazon is preemptively offering the 30-minute mechanism directly in their application, rather than waiting to negotiate around ERCOT&#8217;s proposed conditions. However, their architecture grants them a convenient luxury which Crusoe seemingly does not share: they structure the guarantee as a return of Comanche Peak&#8217;s full capacity back to the grid, and not a shutdown of their facility. In the case of such an event, Amazon plans to simply switch to their fleet of on-site backup generators. Based on the testimony filed by Crusoe&#8217;s expert and referenced above, it appears that Crusoe does not expect to have this same capability.</p><p>It&#8217;s worth noting that under ERCOT&#8217;s proposed conditions, the backup gen must be sized to serve the full facility load, and not just enough to offset what the co-located generator was contributing behind the meter. So a developer co-locating a 1 GW facility with a 50 MW generator would need to build roughly 1 GW of backup, not 50 MW, if they want to remain operational through a grid emergency. The sizing requirement scales with the data center, and not with the co-located generator.</p><p>And here we see the pattern that&#8217;s likely to emerge in ERCOT for future co-located projects: full backup power is likely to become an absolute necessity under the SB 6 framework. For facilities like Amazon&#8217;s with extremely high availability SLAs, full backup power was probably always a baseline requirement. So this precedent seems unlikely to dissuade those projects. The precedent from <a href="https://interchange.puc.texas.gov/search/filings/?ControlNumber=58881&amp;UtilityType=E&amp;DocumentType=ALL">Docket 58881</a> (Crusoe One) and <a href="https://interchange.puc.texas.gov/Search/Filings?ControlNumber=58872">Docket 58872</a> (Freestone) already points in this direction. <a href="https://interchange.puc.texas.gov/search/filings/?ControlNumber=59220&amp;UtilityType=E&amp;DocumentType=ALL">Docket 59220</a> (Crusoe Two) will determine whether that precedent solidifies or whether the Commission narrows the scope in response to Ensign&#8217;s proportionality argument.</p><p></p><p>Want to go deeper? GridTracker users get access to:</p><ul><li><p>Project-level insights (see the project-level changes that occur in real-time)</p></li><li><p>Exportable datasets (export the full list of newly operational, withdrawn, GIA-signed, and added projects)</p></li><li><p>Interactive graphs and visualizations</p></li><li><p>Custom dashboards with real-time alerts and data export</p></li><li><p>Exclusive in-depth industry reports</p></li><li><p>&#8230; and much more!</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://gridtracker.fillout.com/gridtracker-demo&quot;,&quot;text&quot;:&quot;Learn More about GridTracker&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://gridtracker.fillout.com/gridtracker-demo"><span>Learn More about GridTracker</span></a></p></li></ul>]]></content:encoded></item><item><title><![CDATA[A Battle in ERCOT over Colocation, PJM Withdrawals, 28.2 GW of New APS Activity, and More]]></title><description><![CDATA[Here's your roundup for the most important factors impacting the grid over the past two weeks]]></description><link>https://newsletter.interconnection.fyi/p/a-battle-in-ercot-over-colocation</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/a-battle-in-ercot-over-colocation</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Thu, 18 Jun 2026 16:24:52 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/f3d45de0-fe34-4f3e-84bb-b2c7cbabaee3_960x540.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<h2><strong>What happened from May 30 - Jun 12, 2026</strong></h2><h3>Withdrawals: 53.4 GW (384 projects)</h3><ul><li><p>Roughly 80% of all withdrawn capacity in this period is from PJM clearing out legacy, serial queue requests. Setting those aside, other withdrawals this period total 9.5 GW, and are concentrated in MISO and CAISO.</p></li><li><p>PJM: 42.9 GW (354 projects)</p></li><li><p>MISO: 3.0 GW (4 projects)</p></li><li><p>CAISO: 2.7 GW (10 projects)</p></li><li><p>Arizona Public Service: 2.0 GW (1 project)</p></li><li><p>Less than 1 GW of withdrawals in both ERCOT and the Southeast (Southern Company)</p></li></ul><h3>Additions: 44.5 GW (97 projects)</h3><ul><li><p>Arizona Public Service: 28.2 GW (58 projects)</p></li><li><p>ERCOT: 12.1 GW (26 projects)</p></li><li><p>Southeast: 2.0 GW (3 projects), all Duke Energy (Carolinas and Progress).</p></li><li><p>Outside the APS block, gas led the new requests (8.8 GW, 12 projects), ahead of storage (4.7 GW), a shift from the composition of new additions last period (solar+storage led the way last period).</p></li></ul><h3><strong>In the News</strong></h3><ul><li><p><em><strong>America&#8217;s largest wind farm is now spinning.</strong></em> <a href="https://renewablesnow.com/news/pattern-energy-fires-up-3-65-gw-sunzia-wind-farm-in-new-mexico-1296384/">Pattern Energy brought its 3.65 GW SunZia project in New Mexico online</a>, making it the largest wind farm in the country. A single 3.65 GW resource reaching operation is one of the larger commercial-operation milestones we expect to track all year, and a sign that some long-stalled western megaprojects are finally reaching the grid.</p></li><li><p><em><strong>Big tech keeps building around the grid.</strong></em> <a href="https://www.latitudemedia.com/news/google-and-intersect-to-build-first-post-acquisition-project-in-texas/">Google and Intersect Power are developing the Meitner Energy Center in Texas</a>, pairing a data center with more than a gigawatt of co-located wind, solar, storage, and on-site gas. It is their first project since Alphabet&#8217;s $4.75 billion acquisition of Intersect, and the co-located supply is meant to serve the data center&#8217;s load while limiting new demand on the local grid.</p></li><li><p><em><strong>PJM opens a fast lane for shovel-ready generation</strong></em><strong>.</strong> <a href="https://www.utilitydive.com/news/ferc-pjm-fast-track-expedited-interconnection-eit/822479/">FERC has approved PJM&#8217;s expedited interconnection track</a>, which will fast-track up to 10 projects a year for resources of at least 250 MW that can reach operation within three years. The carve-out runs through the end of 2027 and targets PJM&#8217;s resource adequacy needs as data center demand outpaces supply, with the first projects possibly named in October.</p></li><li><p><em><strong>SPP gives large loads a conditional on-ramp</strong></em><strong>.</strong> <a href="https://www.utilitydive.com/news/ferc-spp-chills-large-load-transmission-service/822211/">FERC approved SPP&#8217;s Conditional High-impact Large Load Service</a>, letting large new loads such as data centers connect on a non-firm, interruptible basis until they secure firm resources or the needed network upgrades are finished. SPP says the structure gives developers more certainty on timing and cost. Alongside PJM&#8217;s fast lane, it shows RTOs improvising ways to absorb large loads in the near-term.</p></li><li><p><strong>A Texas test case is setting the rules for co-located data centers</strong>. Crusoe, an AI data center developer, and the Goodnight wind farm <a href="https://www.latitudemedia.com/news/how-a-crusoe-google-campus-became-texas-co-location-test-case/">asked regulators back in October to approve a net-metering deal</a> that puts the data center behind the wind farm&#8217;s existing grid connection. ERCOT found no reliability problems but recommended approval only with strict curtailment terms, including a 30-minute shutdown during grid emergencies. The developer is contesting, and as one of the first contested cases under Senate Bill 6&#8217;s co-location policy, whatever the commission adopts will establish the template in ERCOT moving forward. It remains in contested hearings as of mid-June, with no ruling yet.</p></li></ul><h2><strong>Activity Map</strong></h2><p>PJM accounts for the bulk of this period&#8217;s withdrawals, but based on our review of the data, covered in more detail below, we believe this is largely PJM clearing out older, stranded serial requests rather than active queue projects truly withdrawing. Outside of PJM, Arizona Public Service is driving new requests, while ERCOT shows a mix of new entries, withdrawals, newly operational projects, and newly signed GIAs.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!wdCd!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F758c0849-6aab-4046-9bbd-5f3431d17e98_1756x1168.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!wdCd!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F758c0849-6aab-4046-9bbd-5f3431d17e98_1756x1168.png 424w, https://substackcdn.com/image/fetch/$s_!wdCd!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F758c0849-6aab-4046-9bbd-5f3431d17e98_1756x1168.png 848w, https://substackcdn.com/image/fetch/$s_!wdCd!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F758c0849-6aab-4046-9bbd-5f3431d17e98_1756x1168.png 1272w, https://substackcdn.com/image/fetch/$s_!wdCd!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F758c0849-6aab-4046-9bbd-5f3431d17e98_1756x1168.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!wdCd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F758c0849-6aab-4046-9bbd-5f3431d17e98_1756x1168.png" width="1456" height="968" 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srcset="https://substackcdn.com/image/fetch/$s_!wdCd!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F758c0849-6aab-4046-9bbd-5f3431d17e98_1756x1168.png 424w, https://substackcdn.com/image/fetch/$s_!wdCd!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F758c0849-6aab-4046-9bbd-5f3431d17e98_1756x1168.png 848w, https://substackcdn.com/image/fetch/$s_!wdCd!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F758c0849-6aab-4046-9bbd-5f3431d17e98_1756x1168.png 1272w, https://substackcdn.com/image/fetch/$s_!wdCd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F758c0849-6aab-4046-9bbd-5f3431d17e98_1756x1168.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><strong>Queue Activity</strong></h2><p>The two main figures this period, 44.5 GW (97 projects) of new entries and 52.4 GW (384 projects) of withdrawals, are each the product of a single-entity data event rather than a shift in the market.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Subscribe to always stay on top of the latest interconnection queue trends and news</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>Of the 52.4 GW of withdrawals, about 42.9 GW across 354 projects is PJM. Looking at the data, our assessment is that these withdrawals are clerical rather than formal withdrawals during this period. These are requests from PJM&#8217;s final serial queue intake windows, filed between 2021 and 2023 and nearly all still at the first study phase. We read this batch of withdrawals as PJM formally closing out its legacy serial queue as it moves to the cluster process, not as active projects leaving. The one exception worth noting is the Pilesgrove Solar project in New Jersey (149 MW), which is the only project in the group that progressed beyond the feasibility study phase and actually withdrew after executing an interconnection agreement.</p><p>That also means the technology split of this period&#8217;s withdrawals is an artifact of the cleanup rather than a signal about any resource. For example, 9.5 GW of offshore wind that withdrew in PJM this period comes from six serial requests being removed from the queue. We will be monitoring and reporting on the data from PJM&#8217;s <strong><a href="https://insidelines.pjm.com/over-800-new-generation-projects-seek-to-connect-under-pjms-reformed-process/">Cycle 1 of the reformed process</a></strong> and will also cross-check the set of withdrawn PJM projects from this period against the new data once it drops.</p><p>Non-PJM withdrawals total roughly 7 GW this period, and are concentrated in MISO and CAISO. MISO lost roughly 3 GW, led by NIPSCO&#8217;s 1.1 GW Malden gas plant and a 1.5 GW CLECO request that withdrew prior to initiating the study phase. CAISO&#8217;s 2.7 GW of withdrawals across ten projects are all from the same April 2021 cluster, and withdrew during the System Impact Study stage, likely after receiving their study results and being required to commit additional deposits. A 2.0 GW APS request also dropped, though it dates to 2017 and carries no withdrawal date, so we suspect this is also the product of the utility doing some queue housekeeping.</p><p>New entries this period are inflated by a single source. APS accounts for 28.2 GW of the 44.5 GW across 58 projects. These requests have been accepted into APS&#8217;s queue but sit in deficiency review, meaning the submissions still need corrections, so their resource types and study details are not yet published. We expect that information to fill-in over the coming weeks and will analyze the batch properly once it does. The conventional new-entry activity is in ERCOT, which added 12.1 GW across 26 projects, and the Southeast, where Duke Energy added 2 GW. Among the new requests with populated resource type data, gas led at roughly 8.8 GW, ahead of storage at 4.7 GW.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!17NP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!17NP!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png 424w, https://substackcdn.com/image/fetch/$s_!17NP!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png 848w, https://substackcdn.com/image/fetch/$s_!17NP!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png 1272w, https://substackcdn.com/image/fetch/$s_!17NP!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!17NP!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png" width="1456" height="403" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:403,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:102023,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/202533398?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!17NP!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png 424w, https://substackcdn.com/image/fetch/$s_!17NP!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png 848w, https://substackcdn.com/image/fetch/$s_!17NP!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png 1272w, https://substackcdn.com/image/fetch/$s_!17NP!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b375cd9-3498-4cb5-86bb-fab5618954b9_1762x488.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><strong>Queue Snapshot - Current State</strong></h2><p>The active queue stands at 1.79 TW across 8,330 projects. Part of the decrease this period is the PJM cleanup working its way out of the active totals, and not an indication of developers losing interest in the region.</p><p>The more durable story is in the mix. Firm and dispatchable resources continue to gain ground, though the queue is still overwhelmingly solar and battery by volume. One caveat on the &#8220;Other&#8221; category, which is up three-fold to about 75 GW. Much of that growth is simply unclassified new entries like the APS batch that have not yet been assigned a technology, so it overstates how much genuinely uncategorized capacity is entering the queues.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!gvpL!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!gvpL!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png 424w, https://substackcdn.com/image/fetch/$s_!gvpL!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png 848w, https://substackcdn.com/image/fetch/$s_!gvpL!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png 1272w, https://substackcdn.com/image/fetch/$s_!gvpL!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!gvpL!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png" width="1456" height="843" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/aa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:843,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:215052,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/202533398?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!gvpL!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png 424w, https://substackcdn.com/image/fetch/$s_!gvpL!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png 848w, https://substackcdn.com/image/fetch/$s_!gvpL!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png 1272w, https://substackcdn.com/image/fetch/$s_!gvpL!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faa6dfd5a-661c-49d5-b288-99f28034b8a2_1710x990.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!xNwR!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!xNwR!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png 424w, https://substackcdn.com/image/fetch/$s_!xNwR!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png 848w, https://substackcdn.com/image/fetch/$s_!xNwR!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png 1272w, https://substackcdn.com/image/fetch/$s_!xNwR!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!xNwR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png" width="1456" height="669" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:669,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:183321,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/202533398?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!xNwR!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png 424w, https://substackcdn.com/image/fetch/$s_!xNwR!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png 848w, https://substackcdn.com/image/fetch/$s_!xNwR!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png 1272w, https://substackcdn.com/image/fetch/$s_!xNwR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41becea0-90e9-4137-90c9-2045b38c584c_1762x810.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!A5cy!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!A5cy!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png 424w, https://substackcdn.com/image/fetch/$s_!A5cy!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png 848w, https://substackcdn.com/image/fetch/$s_!A5cy!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png 1272w, https://substackcdn.com/image/fetch/$s_!A5cy!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!A5cy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png" width="1456" height="800" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:800,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:194711,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/202533398?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!A5cy!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png 424w, https://substackcdn.com/image/fetch/$s_!A5cy!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png 848w, https://substackcdn.com/image/fetch/$s_!A5cy!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png 1272w, https://substackcdn.com/image/fetch/$s_!A5cy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F02a36308-d52f-42d8-823d-7b4eaae7d503_1772x974.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><strong>Notable Projects</strong></h2><p>The largest projects this period are gas. There are gigawatt-scale gas plants entering the ERCOT queue, and the largest newly operational plant is gas as well. The largest withdrawals, as discussed above, are PJM cleaning up its queue rather than real cancellations.</p><p>At GridTracker, we are also tracking the data center buildout (existing data centers, permitting, and construction). Using this data, we find that the largest gas plants entering the queue are landing near existing or planned/proposed data center facilities. The Giant Arc I (1.3 GW) gas plant in Pecos County, TX is registered to an entity called Powering Knowledge, LLC (an opaque entity, but likely a shell company owned by a large energy or data center developer), and is located in the middle of a growing West Texas compute corridor. Within roughly 30 miles sit CoreWeave&#8217;s 250 MW site and Poolside AI&#8217;s 2 GW Project Horizon (currently under construction), with much larger proposed campuses from Microsoft (about 2.6 GW) and Pacifico Energy (the 7.65 GW GW Ranch) nearby. The same pattern appears to the north, where the two &gt;1 GW Thunder Bird gas units in Jack County sit on the western edge of the Dallas-Fort Worth data center build-out. Though we cannot see the offtakers behind any of these projects, it looks like the firm capacity entering ERCOT&#8217;s queue is clustering near data center facilities.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!TE1R!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!TE1R!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png 424w, https://substackcdn.com/image/fetch/$s_!TE1R!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png 848w, https://substackcdn.com/image/fetch/$s_!TE1R!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png 1272w, https://substackcdn.com/image/fetch/$s_!TE1R!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!TE1R!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png" width="1456" height="566" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:566,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:152213,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/202533398?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!TE1R!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png 424w, https://substackcdn.com/image/fetch/$s_!TE1R!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png 848w, https://substackcdn.com/image/fetch/$s_!TE1R!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png 1272w, https://substackcdn.com/image/fetch/$s_!TE1R!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F186ab72b-6973-4c04-97dd-103453f3c4b6_1790x696.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>At GridTracker, we are also tracking the data center buildout (existing data centers, permitting, and construction). Using this data, we find that the largest gas plants entering the queue are landing near existing or planned/proposed data center facilities. </p><p>The Giant Arc I (1.3 GW) gas plant in Pecos County, TX is registered to an entity called Powering Knowledge, LLC (an opaque entity, but likely a shell company owned by a large energy or data center developer), and is located in the middle of a growing West Texas compute corridor. Within roughly 30 miles sit CoreWeave's 250 MW site and Poolside AI's 2 GW Project Horizon (currently under construction), with much larger proposed campuses from Microsoft (about 2.6 GW) and Pacifico Energy (the 7.65 GW GW Ranch) nearby. The same pattern appears to the north, where the two &gt;1 GW Thunder Bird gas units in Jack County sit on the western edge of the Dallas-Fort Worth data center build-out. Though we cannot see the offtakers behind any of these projects, it looks like the firm capacity entering ERCOT&#8217;s queue is clustering near data center facilities.</p><p></p><p>GridTracker users get access to:</p><ul><li><p>Project-level insights (see the project-level changes that occur in real-time)</p></li><li><p>Exportable datasets (export the full list of newly operational, withdrawn, GIA-signed, and added projects)</p></li><li><p>Interactive graphs and visualizations</p></li><li><p>Custom dashboards with real-time alerts and data export</p></li><li><p>&#8230; and much more!</p><p></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://gridtracker.fillout.com/gridtracker-demo&quot;,&quot;text&quot;:&quot;Learn More About GridTracker&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://gridtracker.fillout.com/gridtracker-demo"><span>Learn More About GridTracker</span></a></p><p></p></li></ul>]]></content:encoded></item><item><title><![CDATA[GridTracker Update: Massive SPP Withdrawals, 5% Safe Harbor is Back (Maybe?), and More]]></title><description><![CDATA[Plus Queue Activity Update for the weeks of May 16 -May 29]]></description><link>https://newsletter.interconnection.fyi/p/gridtracker-update-massive-spp-withdrawals</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/gridtracker-update-massive-spp-withdrawals</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Tue, 09 Jun 2026 15:35:06 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/3236f936-6482-4751-a748-30856fab98cf_1456x816.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<h1><strong>Executive Summary</strong></h1><p><strong>Withdrawals: 38.2 GW (167 projects)</strong></p><ul><li><p>Mostly SPP&#8217;s DISIS-2024-001 projects (122 projects, 28.1 GW), which exited the queue after receiving their Phase 1 interconnection cost estimates</p></li><li><p>Bonneville Power Administration (BPA): 4.4 GW (15 projects) of withdrawals</p></li><li><p>~1.6 GW (2 projects) from Tucson Electric Power in Arizona</p></li><li><p>~1.3 GW (5 projects) withdrawn from CAISO</p></li></ul><p><strong>Additions: 20.3 GW (72 projects)</strong></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Subscribe to always stay on top of the latest interconnection queue trends and news</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><ul><li><p>Public Service Company of Colorado (PSCo): 13.3 GW (46 projects)</p></li><li><p>MISO: 3.9 GW (14 projects)</p></li><li><p>Southeast: 2.0 GW (10 projects). Solar+storage hybrids led additions (7.6 GW, 23 projects)</p></li></ul><h2><strong>In the News</strong></h2><ul><li><p><em><strong>Even NERC can&#8217;t make sense of data center load growth:</strong></em> NERC released its <strong><a href="https://www.nerc.com/globalassets/our-work/assessments/nerc_sra_2026.pdf">2026 Summer Reliability Assessment</a></strong> last month. The report found that the grid added 58 GW of summer resource capacity, predicted a summer peak demand of 865 GW, and noted difficulty forecasting large-load and data-center interconnections, with their near-term load forecasts revised downward in several regions as those loads come online more slowly than expected.</p></li><li><p><em><strong>Rate payers in PJM may already be feeling pain from data centers.</strong></em> <strong><a href="https://www.monitoringanalytics.com/reports/PJM_State_of_the_Market/2026/2026q1-som-pjm.pdf">PJM&#8217;s market monitor reported</a></strong> wholesale power averaged $136.53/MWh in the first three months of 2026, up from $77.78 a year earlier. This roughly 76% jump is a symptom of rising demand from data centers and other customers in the region.</p></li><li><p><em><strong>Coal gets another boost.</strong></em> On June 4, <strong><a href="https://www.utilitydive.com/news/doe-announces-850m-modernize-coal-capacity-build-new-plants/822109/">DOE announced</a></strong> $850 million in funding to support the coal sector, including up to $425 million in Defense Production Act funds to modernize more than a dozen existing facilities alongside a separate $350 million tranche backing four projects, among them two new plants in Anchorage, Alaska (1.25 GW) and Mt. Storm, West Virginia (1.6 GW). These would be the first new U.S. coal plants to come online since 2013.</p></li><li><p><strong>The 5% safe harbor is back, for now.</strong> A federal court vacated IRS Notice 2025-42, restoring the safe harbor as a way for wind and solar to projects greater than 1.5 MW to establish beginning of construction under the 45Y and 48E credits, less than a month before the July 4 deadline. The court found that the Treasury never adequately explained the change and unfairly singled out wind and solar, though the ruling could still be appealed.</p></li></ul><h3><em><strong>Worth a Read</strong></em></h3><ul><li><p>CAISO published its revised <strong><a href="https://www.caiso.com/documents/revised-draft-2025-2026-transmission-plan-may-2026.pdf">2025-2026 Transmission Plan</a></strong> last month.</p></li><li><p>Interested in nuclear? This <strong><a href="https://www.2035initiative.com/the-economics-of-diablo-canyon">deep dive on Diablo Canyon economics</a></strong> from UCSB is well worth a read.</p></li></ul><h1><strong>Where&#8217;s the Activity?</strong></h1><p>Three queue activities stand out, each covered in more detail below: SPP's DISIS-2024-001 cluster withdrawals in the central US, BPA's withdrawals in the Pacific Northwest, and PSCo's new requests in eastern Colorado.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!zezt!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4825cadf-a810-44b1-b18c-897f4b354475_1706x1022.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!zezt!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4825cadf-a810-44b1-b18c-897f4b354475_1706x1022.png 424w, https://substackcdn.com/image/fetch/$s_!zezt!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4825cadf-a810-44b1-b18c-897f4b354475_1706x1022.png 848w, https://substackcdn.com/image/fetch/$s_!zezt!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4825cadf-a810-44b1-b18c-897f4b354475_1706x1022.png 1272w, https://substackcdn.com/image/fetch/$s_!zezt!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4825cadf-a810-44b1-b18c-897f4b354475_1706x1022.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!zezt!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4825cadf-a810-44b1-b18c-897f4b354475_1706x1022.png" width="1456" height="872" 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srcset="https://substackcdn.com/image/fetch/$s_!zezt!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4825cadf-a810-44b1-b18c-897f4b354475_1706x1022.png 424w, https://substackcdn.com/image/fetch/$s_!zezt!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4825cadf-a810-44b1-b18c-897f4b354475_1706x1022.png 848w, https://substackcdn.com/image/fetch/$s_!zezt!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4825cadf-a810-44b1-b18c-897f4b354475_1706x1022.png 1272w, https://substackcdn.com/image/fetch/$s_!zezt!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4825cadf-a810-44b1-b18c-897f4b354475_1706x1022.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"><em>261 projects shown. Marker size reflects capacity (MW).</em></figcaption></figure></div><h1><strong>Activity at a Glance</strong></h1><p>Withdrawals are the story this period: 38.2 GW exited the queues (up 737.5%) while new entries slowed to 20.3 GW (down 45.1%). Both dynamics are mostly a matter of major cluster updates being published. Beyond the headline flows, GIA signings ticked up (21 projects, 4.8 GW, +15.3%), while the newly operational and suspended tallies are too small to read much into.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!LE_H!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!LE_H!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png 424w, https://substackcdn.com/image/fetch/$s_!LE_H!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png 848w, https://substackcdn.com/image/fetch/$s_!LE_H!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png 1272w, https://substackcdn.com/image/fetch/$s_!LE_H!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!LE_H!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png" width="1456" height="601" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:601,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:129553,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/201219852?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!LE_H!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png 424w, https://substackcdn.com/image/fetch/$s_!LE_H!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png 848w, https://substackcdn.com/image/fetch/$s_!LE_H!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png 1272w, https://substackcdn.com/image/fetch/$s_!LE_H!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81dd99fe-e62d-4d51-8281-13b33ba229a7_1772x732.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"><em>Queue additions and withdrawals from May 16-19 by resource type.</em></figcaption></figure></div><h1><strong>Regional Breakdown</strong></h1><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!63xD!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!63xD!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png 424w, https://substackcdn.com/image/fetch/$s_!63xD!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png 848w, https://substackcdn.com/image/fetch/$s_!63xD!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png 1272w, https://substackcdn.com/image/fetch/$s_!63xD!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!63xD!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png" width="1456" height="660" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:660,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:164502,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/201219852?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!63xD!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png 424w, https://substackcdn.com/image/fetch/$s_!63xD!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png 848w, https://substackcdn.com/image/fetch/$s_!63xD!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png 1272w, https://substackcdn.com/image/fetch/$s_!63xD!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26f7ec0d-abef-404d-80bb-1c931457a5be_1778x806.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"><em>Net change in regional queues.</em></figcaption></figure></div><p>Net of new entries and withdrawals, most markets experienced only modest changes to their queues: the West added 7.2 GW from the PSCo entries, MISO and the Southeast posted smaller net gains (+3.5 GW and +1.2 GW, respectively), and CAISO and PJM saw minor net declines (&#8722;1.3 GW and &#8722;0.2 GW). SPP experienced a net &#8722;28.3 GW swing that accounts for essentially all of the period&#8217;s contraction.</p><p>GridTracker subscribers will have seen <strong><a href="https://www.interconnection.fyi/blog/spp-disis-2024-001">our March report on the Phase 1 study results for SPP&#8217;s DISIS-2024-001</a></strong> cluster. As we saw in that report, DISIS-2024-001 is the largest interconnection cluster in SPP history, with more than 250 projects and 66.5 GW seeking interconnection. The Phase 1 study process allocated $30.2 billion in network upgrade costs, with a median project cost of $408/kW. In that report we flagged that many of these projects sat in the path of newly planned 765 kV transmission lines and had been assigned massive upgrade costs to help fund them, and that heavy attrition was likely. After Phase 1 results were posted, they had 15 business days to advance into the next study phase or withdraw. SPP has now updated its queue to reflect those decisions.</p><p>The post-Phase 1 decisions played out as we predicted. Attrition was substantial and clearly driven by costs. Nearly half the cluster&#8217;s projects (122, totaling 28.1 GW) withdrew. As we predicted in our March report, the withdrawn projects were largely those which faced the highest upgrade costs. Withdrawn projects had a median allocated cost of $655/kW versus $244/kW for those that stayed. 72% of the withdrawn cohort had allocated costs above the $408/kW median identified in our Phase 1 analysis, compared to just 26% of those that remained. Of the cluster&#8217;s $30.2 billion in allocated costs, roughly $19.3 billion, about two-thirds, was allocated to projects that have now exited.</p><p>Those costs are overwhelmingly shared network upgrade costs rather than POI costs. 91% of the withdrawn projects&#8217; allocated costs were for network upgrades and only 9% for POI facilities. The largest of those network costs trace to a single 765 kV corridor: the Minco, Phantom, and Woodward EHV ties into Crawfish Draw are the biggest line items in the withdrawn cohort, each allocated between $600 and $700 million across roughly 30 of the withdrawn projects. The Southeast study region shed the most capacity (42 projects, 10 GW) but at a moderate $431/kW median, while the Southwest and Central study regions carried the highest median upgrade costs among the withdrawn ($980/kW and $923/kW, respectively) and the two largest total cost burdens ($6.9 billion and $6.1 billion).</p><p>The DISIS-2024-001 cluster was almost entirely composed of projects seeking full-deliverability: 241 of 251 active projects requested NRIS service, requiring study for full network deliverability. Within the set of NRIS projects, the projects that withdrew faced a $655/kW median against $262/kW for those that stayed. However we cut the data, the result is the same: upgrade costs are what separated the projects that withdrew from the ones that stayed in the queue.</p><p>Outside SPP, two regional stories played out. BPA posted 4.4 GW of withdrawals across 15 projects in Washington and Oregon, all of it renewables and storage. Storage and storage hybrids made up the bulk, led by a single 1 GW battery exit, with wind accounting for most of the rest. PSCo&#8217;s new requests cut the other way: 13.3 GW of additions across 46 projects, overwhelmingly solar and storage. Solar+battery hybrids led at 5.3 GW, with standalone solar and battery close behind (about 2.4 GW each) and wind adding another 1.8 GW.</p><h1><strong>Notable Projects/Trends</strong></h1><p>A few individual projects worth flagging. Counter to the broader pattern we've observed recently, where renewables and storage made up the bulk of withdrawn capacity, the single largest project to withdraw was a 1.3 GW gas plant in SPP (Oklahoma Gas and Electric). In terms of additions, the standout is the Double C Energy Center, a roughly 1.25 GW Entergy Arkansas development in Crittenden County, AR, that includes an 826 MW solar+battery facility and a 421 MW battery facility. The development is located near Google's $4 billion West Memphis data center, <strong><a href="https://blog.google/company-news/inside-google/company-announcements/google-american-innovation-arkansas/#:~:text=We%27re%20launching%20a%20%2425%20million,County%20and%20the%20surrounding%20area.">announced in October 2025</a></strong> and powered by Entergy. It interconnects directly into the West Memphis 500 kV line. It's an early, concrete example of hyperscaler energy procurement showing up in the generator interconnection queue. That&#8217;s something we expect to see more of, and will continue to track, as data center buildouts accelerate. On the operational side, little came online. The largest was a 200 MW solar project in MISO (Michigan), alongside four smaller storage and solar+storage projects in CAISO from Southern California Edison.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!fxDQ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!fxDQ!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png 424w, https://substackcdn.com/image/fetch/$s_!fxDQ!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png 848w, https://substackcdn.com/image/fetch/$s_!fxDQ!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png 1272w, https://substackcdn.com/image/fetch/$s_!fxDQ!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!fxDQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png" width="1456" height="381" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:381,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:133103,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/201219852?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!fxDQ!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png 424w, https://substackcdn.com/image/fetch/$s_!fxDQ!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png 848w, https://substackcdn.com/image/fetch/$s_!fxDQ!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png 1272w, https://substackcdn.com/image/fetch/$s_!fxDQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b998a11-a9af-4f90-a88e-0a785ad9b851_1796x470.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"><em>The largest projects that entered the interconnection queue during this issue's coverage period.</em></figcaption></figure></div><p>GridTracker users get access to:</p><ul><li><p>Project-level insights (see the project-level changes that occur in real-time)</p></li><li><p>Exportable datasets (export the full list of newly operational, withdrawn, GIA-signed, and added projects)</p></li><li><p>Interactive graphs and visualizations</p></li><li><p>Custom dashboards with real-time alerts and data export</p></li><li><p>&#8230; and much more!</p></li></ul><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://gridtracker.fillout.com/gridtracker-demo&quot;,&quot;text&quot;:&quot;Learn More About GridTracker&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://gridtracker.fillout.com/gridtracker-demo"><span>Learn More About GridTracker</span></a></p><p></p><p></p><p></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Subscribe to always stay on top of the latest interconnection queue trends and news</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[GridTracker Insights — May 2 – 15, 2026]]></title><description><![CDATA[The most important U.S. grid updates from the past 2 weeks]]></description><link>https://newsletter.interconnection.fyi/p/gridtracker-insights-may-2-15-2026</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/gridtracker-insights-may-2-15-2026</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Wed, 20 May 2026 15:11:37 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/65503c6d-62c4-4a4a-b798-ddb4e035d901_1456x816.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><strong>Note</strong>: This report covers all U.S. transmission grid interconnection queues</p><h2>A Quick Introduction</h2><p>Welcome to the first issue of our newsletter, authored in partnership with <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Nick Manderlink&quot;,&quot;id&quot;:127598740,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/e2811039-c389-46b2-b8fa-bcacfdb75860_4036x4036.jpeg&quot;,&quot;uuid&quot;:&quot;56e4473d-e2ca-40d6-9555-ffd6839e2f46&quot;}" data-component-name="MentionToDOM"></span>. Nick spent two years at Lawrence Berkeley National Lab&#8217;s Energy Markets and Policy Group, where he contributed to Queued Up, the annual report widely treated as the standard reference on U.S. interconnection queues. We worked closely with Nick during his time at LBNL, and there&#8217;s nobody we&#8217;d rather have helping us unpack the queue data every two weeks. This newsletter delivers biweekly insights into the most relevant updates that affect the U.S. grid and the projects planning to interconnect to it. We&#8217;ll surface relevant news, regulatory insights, and of course, in-depth intel on what is changing in the interconnection queues across the country.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Subscribe to always stay on top of the latest interconnection queue trends and news</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><h2><strong>Executive Summary</strong></h2><p>The past 2 weeks have seen exceptional activity in the queues. 157 new projects totaling 36.92 GW entered the queues against 4.56 GW of withdrawals, largely driven by 25 GW of additions from Southern Company&#8217;s 2026 cluster window. The broader renewable versus firm/thermal bifurcation of the queues continues: gas led additions this period (roughly 20 GW added, +50% YoY), while renewable and battery storage queue capacity continues to contract. Regional trends and totals will be impacted by the 811 recently announced new projects (220 GW) from the first cycle of PJM&#8217;s reformed interconnection process.</p><h3><strong>In the News</strong></h3><ul><li><p><em><strong>PJM capacity market overhaul</strong></em>. PJM released a whitepaper last week, <strong><a href="https://www.pjm.com/-/media/DotCom/library/reports-notices/special-reports/2026/20260506-powering-reliability-through-market-design.pdf">Powering Reliability Through Market Design</a></strong>, proposing three frameworks for reforming its capacity market amid skyrocketing demand. </p><ul><li><p>The options outlined are: </p><ul><li><p>Stabilize the existing capacity market</p></li><li><p>Differentiate grid reliability by customer type or geography</p></li><li><p>Transition to an energy and ancillary services market with contracting requirements to guard consumers against energy price volatility. </p></li></ul></li><li><p><strong><a href="https://insidelines.pjm.com/ferc-approves-capacity-auction-price-collar-to-next-two-capacity-auctions/">FERC approved PJM&#8217;s extension</a></strong> of the existing capacity auction price cap and floor for two more years on April 28th.</p></li></ul></li><li><p><em><strong>FERC action on large load interconnection is looming</strong></em>. Last month, <strong><a href="https://www.ferc.gov/news-events/news/ferc-act-large-load-interconnection-docket-june-2026">FERC announced</a> </strong>that they will act by June on DOE&#8217;s October 2025 ANOPR (<a href="https://www.ferc.gov/rm26-4">Docket RM26-4-000</a>). The ANOPR directs FERC to issue a set of reforms standardizing the interconnection process for data centers and other large loads.</p></li><li><p><em><strong>NextEra &amp; Dominion mega-merger announced.</strong></em> <strong><a href="https://newsroom.nexteraenergy.com/2026-05-18-NextEra-Energy-and-Dominion-Energy-to-Combine,-Creating-the-Worlds-Largest-Regulated-Electric-Utility-Business-and-North-Americas-Premier-Energy-Infrastructure-Platform-Benefiting-Customers?l=12">NextEra Energy announced</a> </strong>on May 18th it has agreed to acquire Dominion Energy in a $67 billion deal, creating the largest regulated utility business in the U.S. Particularly timely given <strong><a href="https://lis.virginia.gov/bill-details/20261/HB895">Virginia&#8217;s April 2026 legislation</a> </strong>requiring Dominion to procure 16 GW of short-duration storage and 4 GW of long-duration storage by 2045.</p></li><li><p><em><strong>Hot rocks and hot stocks</strong></em>. Geothermal continues to have its moment. <strong><a href="https://www.reuters.com/business/energy/fervo-energy-raises-189-billion-us-ipo-2026-05-12/">Fervo Energy</a> </strong>raised $1.89 billion in its IPO this past week. <strong><a href="https://www.renewableenergyworld.com/solar/amazon-turns-to-geothermal-solar-and-storage-to-power-nevada-data-center-growth/">Amazon recently announced</a> </strong>a PPA for 100 MW of geothermal from Zanskar in Nevada.</p></li></ul><p><strong>Worth a Read</strong></p><ul><li><p>Substack commentary on PJM&#8217;s recent capacity market whitepaper from <strong><a href="https://substack.com/home/post/p-197563299">Lynee Kiesling</a></strong> and <strong><a href="https://substack.com/home/post/p-197158627">Elizabeth K. Whitney</a></strong>.</p></li><li><p>For those of you tuned in to the ongoing discussions surrounding the rate impacts of large loads, <strong><a href="https://www.esig.energy/wp-content/uploads/2026/05/ESIG-Large-Load-Rate-Impacts-primer-WP-2026.pdf">Brattle Group and ESIG</a></strong> released a great primer on the topic.</p></li></ul><h2>Where&#8217;s the Activity?</h2><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!dHL6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!dHL6!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png 424w, https://substackcdn.com/image/fetch/$s_!dHL6!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png 848w, https://substackcdn.com/image/fetch/$s_!dHL6!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png 1272w, https://substackcdn.com/image/fetch/$s_!dHL6!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!dHL6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png" width="724" height="459.2708113804004" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1204,&quot;width&quot;:1898,&quot;resizeWidth&quot;:724,&quot;bytes&quot;:790912,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/197919987?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F070cd874-0a4c-401d-afea-056132f926f5_1918x1216.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!dHL6!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png 424w, https://substackcdn.com/image/fetch/$s_!dHL6!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png 848w, https://substackcdn.com/image/fetch/$s_!dHL6!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png 1272w, https://substackcdn.com/image/fetch/$s_!dHL6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58257422-0687-4b5f-a141-0591dabed1ea_1898x1204.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"><em>219 projects shown. Marker size reflects capacity (MW).</em></figcaption></figure></div><p>New queue entries during this period are clustered most heavily in the Southeast, ERCOT, and the Pacific Northwest (Avista). We also see a smattering of queue additions across the non-CAISO West (PacifiCorp/Idaho Power) and the Midwest/Plains.</p><p>The Southeast led all regions in new capacity additions at just under 26 GW, driven almost entirely by new gas projects in Southern Company&#8217;s service territory following the April 3rd close of Southern Company&#8217;s 2026 cluster request window. ERCOT added another 6.5 GW of capacity over the past two weeks, with three of the five largest new requests sited in Texas.</p><p>Withdrawals were modest and broadly scattered during this period. No single region or utility drove meaningful attrition, and at 4.56 GW, this period&#8217;s withdrawal volume was roughly 60% lower than the prior two-week period.</p><p>More than 700 GW of capacity exited U.S. queues in 2025 as FERC Order 2023 and other ISO- and utility-specific reforms cleared out a backlog of projects unlikely to ever be built. The relative lull in withdrawals over the last two weeks may not be indicative of a slowing of withdrawal rates in 2026. Two major ISO clusters could drive significant withdrawals this year. SPP has yet to publish updates to its DISIS 2024 cluster data since its Phase 1 results in March, and PJM&#8217;s first reformed cluster window (811 projects, 220 GW) only closed on April 27th, with no early-stage withdrawals yet reflected in the PJM data.</p><p>Newly operational projects appeared across the country, with battery projects coming online in CAISO and ERCOT, solar in SPP and the Southeast, as well as gas and oil in ERCOT and the Southwest. We also see roughly 4 GW (19 projects) with newly signed GIAs in the queue data over the past two-week period, a 142% increase compared to the prior two-week period. Most of these newly signed GIAs are clustered in the central U.S. (ERCOT and SPP) and mainly for solar and battery storage projects.</p><h2>Activity at a Glance</h2><p>The first two weeks of May have been a relatively active period for U.S. interconnection queues. 157 new projects totaling 36.92 GW entered the queues, a 250% jump from the prior two-week period. Only early April (50 GW added) saw more new queue capacity over the past six months.</p><p>After years of surging requests from renewables (mainly solar and storage) we are now seeing gas rebound and continue to drive additions to the queue, accounting for more than half of all new capacity this period (~20 GW). Batteries (~10 GW) were the second largest contributor to the increase in queue capacity over the last two weeks.</p><p>Withdrawals were comparatively muted at 4.56 GW across 26 projects. The tech mix of withdrawals largely tracks the composition of the active queue. Battery storage and solar represent the largest shares of both currently active queue and recently withdrawn capacity. Six projects (864 MW total) suspended their queue request during this period.</p><p>Other parts of the queue ecosystem were active as well. 28 projects totaling 3.78 GW were reported as newly operational (up over 800% vs. the prior two-week period), and 21 projects (4.17 GW) appeared with newly signed GIAs (up 142%). Two-week snapshots of these metrics depend on utility and ISO data publication cadence, but the simultaneous uptick is a positive signal for project progression in 2026.</p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!gBVA!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!gBVA!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png 424w, https://substackcdn.com/image/fetch/$s_!gBVA!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png 848w, https://substackcdn.com/image/fetch/$s_!gBVA!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png 1272w, https://substackcdn.com/image/fetch/$s_!gBVA!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!gBVA!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png" width="1456" height="349" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/d95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:349,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:109554,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/197919987?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!gBVA!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png 424w, https://substackcdn.com/image/fetch/$s_!gBVA!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png 848w, https://substackcdn.com/image/fetch/$s_!gBVA!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png 1272w, https://substackcdn.com/image/fetch/$s_!gBVA!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95f7e5e-9214-4d7a-b958-9a7a6c73031c_1892x454.png 1456w" sizes="100vw" loading="lazy"></picture><div></div></div></a><figcaption class="image-caption"><em>Queue request status summaries in this period compared to prior two weeks.</em></figcaption></figure></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!-PrP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!-PrP!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png 424w, https://substackcdn.com/image/fetch/$s_!-PrP!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png 848w, https://substackcdn.com/image/fetch/$s_!-PrP!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png 1272w, https://substackcdn.com/image/fetch/$s_!-PrP!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!-PrP!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png" width="1456" height="604" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:604,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:217472,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/197919987?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!-PrP!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png 424w, https://substackcdn.com/image/fetch/$s_!-PrP!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png 848w, https://substackcdn.com/image/fetch/$s_!-PrP!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png 1272w, https://substackcdn.com/image/fetch/$s_!-PrP!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b53f80f-6c69-4baa-86b1-a08fa3786184_2006x832.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"><em>Queue additions and withdrawals from May 2-15 by resource type.</em></figcaption></figure></div><h2>Queue Snapshot</h2><p>Overall U.S. queue capacity is continuing its multi-year contraction into early 2026. Active queue capacity now stands at 1.83 TW across 8,769 projects, down more than 200 GW from the end of 2025 (2.061 TW) and marking the second consecutive year of contraction following the 20&#8211;40% annual growth that defined 2019 to 2023. Two opposing YoY trends define the current state of the queues: the continued contraction of renewables and storage, and the rapid expansion of firm resources (mainly gas).</p><p>Every major renewable and storage category is down YoY. Solar fell 24% (now 446 GW), solar plus battery hybrids dropped 21% (305 GW), wind shed 22% (198 GW), and offshore wind contracted by 13% (16 GW). Storage, which had seen substantial growth through 2023, has also entered the contraction phase with active battery capacity down 14% YoY (437 GW).</p><p>On the firm side of the queue, the trend is flipped. Gas is up 50% YoY at 273 GW, consistent with the surge that dominated 2025 additions and continues to lead recent activity. Nuclear capacity in the queue is up 75% to 14 GW, likely reflecting expectations around data center load. Geothermal is up 114% (nearly 4 GW), and even diesel (+282%) and coal (+5%) are growing.</p><p>Regionally, the queue remains heavily concentrated in three markets: the non-CAISO West (~430 GW), ERCOT (~420 GW), and MISO (~350 GW). Together these three represent the bulk of total queued capacity. The Southeast (~160 GW), SPP (~170 GW), CAISO (~120 GW), and PJM (~120 GW) trail behind, though PJM&#8217;s recent cluster window (220 GW of new requests) will reshape regional totals once those projects are reflected in the queue data.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!F21O!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!F21O!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png 424w, https://substackcdn.com/image/fetch/$s_!F21O!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png 848w, https://substackcdn.com/image/fetch/$s_!F21O!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png 1272w, https://substackcdn.com/image/fetch/$s_!F21O!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!F21O!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png" width="1456" height="818" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/c588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:818,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:352459,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/197919987?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!F21O!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png 424w, https://substackcdn.com/image/fetch/$s_!F21O!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png 848w, https://substackcdn.com/image/fetch/$s_!F21O!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png 1272w, https://substackcdn.com/image/fetch/$s_!F21O!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc588d237-d38d-4d38-a825-d6b2dd9bfc1a_1908x1072.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption"><em>Active queue capacity from June 2025 through present by resource type.</em></figcaption></figure></div><h2>Regional Breakdown</h2><p>The Southeast region added more new capacity over the last two weeks than every other market combined. 25.88 GW of new entries against just 470 MW of withdrawals yields +25.41 GW net for the region, driven almost entirely by gas projects in Southern Company service territory. ERCOT added another +6.02 GW net (6.50 GW in, 487 MW out), continuing the steady growth trajectory that has defined its queue since 2023. The West contributed +2.77 GW net. In the absence of new cluster window data (still no project-level details on <a href="https://insidelines.pjm.com/over-800-new-generation-projects-seek-to-connect-under-pjms-reformed-process/">PJM&#8217;s Cycle 1</a>), all other markets saw net withdrawals, led by MISO at -1.23 GW. The remaining markets each saw less than 200 MW of net withdrawals.</p><p>The West has contracted from ~480 GW since last June, while ERCOT has held roughly steady. MISO, one of the busiest markets in 2025, has shed roughly 75 GW over the same window, working through the aftermath of its DPP 2022 and DPP 2023 cluster cycles. CAISO, PJM, Southeast, and SPP all hover in the 120&#8211;175 GW range while NYISO is down from ~45 GW to ~25 GW over the past year.</p><p>PJM&#8217;s recent reformed-process cluster window will reshape these rankings significantly. Once those 220 GW (811 projects) are reflected in queue data, PJM will jump from ~120 GW to roughly ~340 GW, putting it in line with MISO. We should start to see the new PJM requests reflected in the data in the coming weeks.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!PFSK!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!PFSK!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png 424w, https://substackcdn.com/image/fetch/$s_!PFSK!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png 848w, https://substackcdn.com/image/fetch/$s_!PFSK!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png 1272w, https://substackcdn.com/image/fetch/$s_!PFSK!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!PFSK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png" width="1456" height="738" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:738,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:206418,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/197919987?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!PFSK!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png 424w, https://substackcdn.com/image/fetch/$s_!PFSK!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png 848w, https://substackcdn.com/image/fetch/$s_!PFSK!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png 1272w, https://substackcdn.com/image/fetch/$s_!PFSK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff4b4cfb4-1641-41f1-a906-c49b1e69a968_1894x960.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2>Notable Projects/Trends</h2><p>The largest new requests in this period reinforce the broader trend we have seen in queues over the last year or so. Gas is continuing to dominate additions, and over the last two weeks the largest prospective gas projects are coming from the Southeast and ERCOT.</p><p>Four of the five largest new requests are natural gas. Two are from Southern Company (1.50 GW and 785 MW) and ERCOT also added two projects greater than 1 GW. The volume of large gas projects in these regions is another sign of the firm capacity build out that has been gathering momentum throughout 2025 and 2026, likely driven by rising data center load growth and lower interconnection costs.</p><h2>The Biggest Movers</h2><p>Multiple new mega-projects entered the queues during this period. If you&#8217;re interested in following projects like these with real-time change alerts and deeper asset-level insights, reach out to us to learn more about GridTracker.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!offV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcefd756d-7774-41b5-ae2a-a86fae5f2957_1762x698.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!offV!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcefd756d-7774-41b5-ae2a-a86fae5f2957_1762x698.png 424w, 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data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/cefd756d-7774-41b5-ae2a-a86fae5f2957_1762x698.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:577,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:192318,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/197919987?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcefd756d-7774-41b5-ae2a-a86fae5f2957_1762x698.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" 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class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>GridTracker users get access to:</p><ul><li><p>Project-level insights (see the project-level changes that occur in real-time)</p></li><li><p>Exportable datasets (export the full list of newly operational, withdrawn, GIA-signed, and added projects)</p></li><li><p>Interactive graphs and visualizations</p></li><li><p>Custom dashboards with real-time alerts and data export</p></li><li><p>&#8230; and much more!</p></li></ul><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://gridtracker.fillout.com/gridtracker-demo&quot;,&quot;text&quot;:&quot;Learn More About GridTracker&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://gridtracker.fillout.com/gridtracker-demo"><span>Learn More About GridTracker</span></a></p><p></p>]]></content:encoded></item><item><title><![CDATA[Check out the Latest LBNL Queued Up Data (through EOY 2025)]]></title><description><![CDATA[Powered by Interconnection.fyi's asset-level grid intelligence]]></description><link>https://newsletter.interconnection.fyi/p/check-out-the-latest-lbnl-queued</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/check-out-the-latest-lbnl-queued</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Tue, 12 May 2026 14:08:07 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/2ebc2f07-99a3-421d-a6fa-530b8766bfa4_2258x1470.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Once again, the industry-leading Queued Up dataset from Lawrence Berkeley National Lab has been published, with charts, analysis, and queue data reflecting the state of the interconnection queues through the end of 2025. The publication is powered by Interconnection.fyi&#8217;s industry-leading dataset, and it was an honor to work with the outstanding LBNL team once again.</p><h2>Top takeaways from the LBNL report</h2><p>This report confirms and extends the trends that we flagged in our <a href="https://www.interconnection.fyi/blog/2024-to-2025-queue-changes">2025 retrospective analysis</a> published in February 2026: queues contracted across the country by a meaningful margin overall in 2025. However, the distribution of these withdrawals reflects a stark difference between technologies. Renewables shrank across the board, while gas capacity grew dramatically in the major markets.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Interconnection.fyi! Subscribe for free to keep up-to-date on the U.S. grid&#8217;s development.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>Q3 and Q4 of 2025 saw the most dramatic withdrawal volumes, likely due (at least in part) to the tax implications of the OBBBA, but also due to very large clusters in MISO and SPP entering critical decision point windows.</p><h2>How to access the LBNL data</h2><ol><li><p>Go to <a href="https://emp.lbl.gov/queues">https://emp.lbl.gov/queues</a></p></li><li><p>Navigate to the bottom, and click the <strong>Data File</strong> link (<strong>note</strong>: the PDF report is still last year&#8217;s PDF report, reflecting changes through EOY 2024)</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!BKn8!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!BKn8!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png 424w, https://substackcdn.com/image/fetch/$s_!BKn8!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png 848w, https://substackcdn.com/image/fetch/$s_!BKn8!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png 1272w, https://substackcdn.com/image/fetch/$s_!BKn8!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!BKn8!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png" width="1456" height="433" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/ac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:433,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:185025,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/197227338?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!BKn8!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png 424w, https://substackcdn.com/image/fetch/$s_!BKn8!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png 848w, https://substackcdn.com/image/fetch/$s_!BKn8!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png 1272w, https://substackcdn.com/image/fetch/$s_!BKn8!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac1caa54-2ff1-469c-af78-1ecacf9b0633_2326x692.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Click the &#8220;Data File XLSX&#8221; link for the latest data. The PDF report is still last year&#8217;s report, reflecting queues through EOY 2024.</figcaption></figure></div></li></ol><p></p><h2>Want real-time queue data?</h2><p>Reach out if you are interested in real-time intelligence about projects being planned, developed, operated, and cancelled for grid interconnection.</p><p>In addition to a real-time version of the LBNL dataset, GridTracker users can:</p><ul><li><p>See much deeper information about projects by accessing related regulatory filings, press releases, and other crucial resources relevant to projects connecting to the grid</p></li><li><p>Track data center builds across the country based on permits and official records, and not just press releases</p></li><li><p>See detailed developer profiles including owned projects, track record, and contact information of folks actively working on each company&#8217;s portfolio</p></li></ul><p></p><p>API access is also available for those who need a more automated data integration.</p><p>If you&#8217;d like to learn more, you can book a call here:</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://gridtracker.fillout.com/gridtracker-demo&quot;,&quot;text&quot;:&quot;Book a Call&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://gridtracker.fillout.com/gridtracker-demo"><span>Book a Call</span></a></p><p></p>]]></content:encoded></item><item><title><![CDATA[SPP's Unprecedented Study Cycle: A Full Breakdown]]></title><description><![CDATA[SPP's DISIS 2024 Phase 1 studies are out. We've never seen anything like this before.
Learn how these costs are distributed, what upgrades are driving the most cost, and more.]]></description><link>https://newsletter.interconnection.fyi/p/spps-disis-2024-phase-1</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/spps-disis-2024-phase-1</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Tue, 31 Mar 2026 15:27:23 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/b8e39ea5-7e8e-41eb-ad0d-c309ddacaf5e_1634x1004.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>On March 13, 2026, Southwest Power Pool (SPP) posted Phase 1 study results for the DISIS 2024 cluster. With <strong>260 projects</strong> representing <strong>66.5 GW</strong> of proposed generation capacity, DISIS 2024 is the largest interconnection cluster in SPP history, nearly double the size of the 2023 DISIS in both project count and capacity.</p><p>The Phase 1 results reveal a total of <strong>$30.2 billion</strong> in allocated network upgrade costs across the cluster, with a median cost assignment of <strong>$375/kW</strong>. Developers in this cluster now have 15 business days to determine whether to proceed in the queue or withdraw their request. Based on historical SPP withdrawal patterns, substantial attrition is likely.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Interconnection.fyi - track interconnection queues in the US! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><h2><strong>DISIS 2024 Cycle Overview</strong></h2><p>The cluster&#8217;s unprecedented size is partly by design. The application window was extended by roughly five months following <a href="https://www.spp.org/documents/72258/20240823_spp%20interconnection%20window%20waiver_er24-2860.pdf">SPP&#8217;s FERC waiver request</a>. The extension, combined with strong developer interest, produced a cluster more than twice the size of any prior cycle, and the pre-Phase 1 withdrawal rate had already exceeded 30% before a single cost assignment was posted.</p><p>Gas comprises the largest share of total active capacity at 17.7 GW across 33 projects. Solar (62 projects, 13.9 GW) and battery storage (74 projects, 13.9 GW) are nearly identical in total capacity. Solar + battery hybrids comprise 43 projects and 10.3 GW. Wind, historically a major resource type in SPP, accounts for just 32 projects and 9 GW, its smallest share of any recent DISIS cluster.</p><h2><strong>Phase 1 Cost Results</strong></h2><p><strong><a href="http://interconnection.fyi/blog/spp-disis-2024-001">&#8230; Continue reading on Interconnection.fyi</a></strong></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Interconnection.fyi - track interconnection queues in the US! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[2025 Was a Record-Breaking Year in U.S. Interconnection Queues.]]></title><description><![CDATA[From a tsunami of withdrawals, to an unprecedented growth in natural gas, 2025 was unlike any year the U.S, grid has ever seen.]]></description><link>https://newsletter.interconnection.fyi/p/2025-was-a-record-breaking-year-in</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/2025-was-a-record-breaking-year-in</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Wed, 25 Feb 2026 14:03:17 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/b3ce74d3-16b8-4a15-af48-3127470a6b52_885x702.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Let&#8217;s start with the obvious: 2025 was a tumultuous year for the U.S. grid across many dimensions.</p><p>Load forecasts exploded thanks to an era-defining AI infrastructure boom.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Interconnection.fyi! Subscribe for free to stay up to date on the latest in interconnection.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>Renewables were suddenly forced to grapple with the upending of incentives which were often foundational for their financial viability.</p><p>Supply chain woes compounded.</p><p>And sweeping queue reform was enacted swiftly in many regions.</p><p>The net impact of all of this: an unprecedented volume of withdrawals from interconnection queues, especially among renewable projects. But not all technologies were as battered as solar and wind. Gas projects swarmed the queues, with total gas capacity growing <strong>nearly 40%</strong>, while all other major technologies experienced a relentless culling. </p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://interconnection.fyi/blog/2024-to-2025-queue-changes" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!lL6-!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa85f1096-f442-4655-b413-9af73f694335_1756x1398.png 424w, https://substackcdn.com/image/fetch/$s_!lL6-!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa85f1096-f442-4655-b413-9af73f694335_1756x1398.png 848w, https://substackcdn.com/image/fetch/$s_!lL6-!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa85f1096-f442-4655-b413-9af73f694335_1756x1398.png 1272w, https://substackcdn.com/image/fetch/$s_!lL6-!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa85f1096-f442-4655-b413-9af73f694335_1756x1398.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!lL6-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa85f1096-f442-4655-b413-9af73f694335_1756x1398.png" width="1456" height="1159" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/a85f1096-f442-4655-b413-9af73f694335_1756x1398.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1159,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:186105,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:&quot;https://interconnection.fyi/blog/2024-to-2025-queue-changes&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/189096832?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa85f1096-f442-4655-b413-9af73f694335_1756x1398.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!lL6-!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa85f1096-f442-4655-b413-9af73f694335_1756x1398.png 424w, https://substackcdn.com/image/fetch/$s_!lL6-!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa85f1096-f442-4655-b413-9af73f694335_1756x1398.png 848w, https://substackcdn.com/image/fetch/$s_!lL6-!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa85f1096-f442-4655-b413-9af73f694335_1756x1398.png 1272w, https://substackcdn.com/image/fetch/$s_!lL6-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa85f1096-f442-4655-b413-9af73f694335_1756x1398.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><p><a href="https://interconnection.fyi/blog/2024-to-2025-queue-changes">&#8230; you can continue reading the free report on the interconnection.fyi blog</a></p><p></p><h3><strong>Or</strong>, <a href="https://gridtracker.io/purchase-reports/2025-annual-retrospective">purchase the full report</a> to understand:</h3><ul><li><p>Full regional and technology breakdowns for withdrawals, additions, new CODs</p></li><li><p>See which ISOs drove each wave, cluster-by-cluster detail, and the impact of the ERAS fast-track program.</p><p></p></li><li><p><strong>Full report also includes fully exportable project-level data:</strong></p><ul><li><p>2025 Starting Projects dataset (12,453 rows)</p></li><li><p>2025 Ending Projects dataset (10,027 rows)</p></li><li><p>Projects added during 2025 (2,140 rows)</p></li><li><p>Projects which became operational in 2025 (408 rows)</p></li><li><p>Projects which signed GIAs in 2025 (2,722 rows)</p></li><li><p>Projects which withdrew in 2025 (4,061 rows)</p></li><li><p>46 charts with per-power-market and per-technology breakdowns + printable PDF (no watermarks)</p></li></ul></li></ul><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://gridtracker.io/purchase-reports/2025-annual-retrospective&quot;,&quot;text&quot;:&quot;&#128073; Buy the full report here&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://gridtracker.io/purchase-reports/2025-annual-retrospective"><span>&#128073; Buy the full report here</span></a></p><p></p>]]></content:encoded></item><item><title><![CDATA[Announcing GridTracker]]></title><description><![CDATA[A new way to track interconnection projects, the documents that shape them, and the people behind them.]]></description><link>https://newsletter.interconnection.fyi/p/announcing-gridtracker</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/announcing-gridtracker</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Thu, 29 Jan 2026 15:28:46 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/2047bcb2-1e5f-4e0f-83bc-c4423ffa9895_1920x1080.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>For the past two years, <a href="http://interconnection.fyi/">interconnection.fyi</a> has provided interconnection queue data to some of the largest energy companies, research institutions, and manufacturers in the country. In that time, we&#8217;ve heard the same request over and over: <em>&#8220;I want to go deeper than just seeing project stats. Can you help us understand what&#8217;s actually happening with these projects?&#8221;</em></p><p>The queue data tells you a project exists. But it doesn&#8217;t tell you who&#8217;s actually making decisions on it, what permits have been filed, or what FERC,  state, or county proceedings might affect its timeline. That context lives across hundreds of scattered sources, and tracking it manually doesn&#8217;t scale.</p><p>So we built something to solve that.</p><h3>Introducing GridTracker</h3><div class="native-video-embed" data-component-name="VideoPlaceholder" data-attrs="{&quot;mediaUploadId&quot;:&quot;df9d938c-d28f-4841-b55d-721f6b7a91ea&quot;,&quot;duration&quot;:null}"></div><p><a href="https://www.gridtracker.io/">GridTracker</a> gives you real-time visibility into every generation project in every transmission interconnection queue across the continental US and Canada. But more importantly, it connects each project to the broader context that determines whether it will actually get built.</p><p></p><h4>See the documents that matter</h4><p>Immediately pull up relevant permits, press releases, FERC filings, and state PUC/PSC dockets in one click. No more hunting across multiple databases, and no more wrestling clunky government websites with incomplete and cumbersome search portals.</p><p></p><h4>Find the actual decision-makers</h4><p>This isn't a "who works at Company X" list from LinkedIn. We track who's attending relevant meetings and signing the paperwork. These are the people who are actually moving the projects forward.</p><p></p><h4>Build precise watchlists and get notified</h4><p>Define exactly the segments you care about. For example: "solar projects in ERCOT and SPP with planned CODs between May and October 2027, connecting at 69kV." (Side note: There are currently 13 projects matching those criteria, totaling 1.2 GW. The largest is <a href="https://www.interconnection.fyi/project/ercot-27inr0248">Double A Solar in Goliad County, TX</a>, owned by Birch Creek). You can track segments like this and get notified whenever something changes or a new project matches.</p><p></p><p></p><p>GridTracker is built on interconnection.fyi's real-time dataset, the same data trusted by organizations like <a href="https://emp.lbl.gov/queues">Lawrence Berkeley National Lab for their Queued Up report</a>. We've layered on a deeply curated collection of additional sources to give you the full picture.</p><p></p><h4><strong>Want to see it?</strong></h4><p>Visit <a href="https://gridtracker.io">the GridTracker homepage</a> for more details, or <a href="https://schedule.fillout.com/t/oRwxg6ALSWus">schedule a demo</a> to explore whether a subscription makes sense for your team.</p><p>We have some significant updates coming to GridTracker in the next few months. And keep an eye out for our retrospective report on what happened in the queues in 2025!</p>]]></content:encoded></item><item><title><![CDATA[🔌 Interconnection Weekly: Project Updates You Need to Know (6/15/2025 - 6/29/2025)]]></title><description><![CDATA[43 projects moved in the interconnection queues across the country in the past 2 weeks]]></description><link>https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-205</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-205</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Mon, 30 Jun 2025 16:01:58 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<blockquote><p><strong>Special Note: Interested in tracking project in the interconnection queues in real-time? Join the waiting list for early access to GridTracker <a href="https://forms.interconnection.fyi/t/pqLFVUzPS8us">here</a>. It&#8217;s the easiest way to get access to all of interconnection.fyi&#8217;s data.</strong></p></blockquote><p>We saw the following updates to U.S. transmission grid interconnection projects. For access to our live dataset, <a href="https://www.interconnection.fyi/data-subscription">contact our sales team here</a>.</p><blockquote><p><a href="https://www.interconnection.fyi/project/caiso-1647">ARIDA 2 SOLAR FARM</a> &#8212; 700MW battery + solar &#128267;&#9728;&#65039; project in Clark, NV (CAISO). Proposed completion changed from December 29, 2027 to May 30, 2029</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><blockquote><p><a href="https://www.interconnection.fyi/project/miso-j1743">Deedsville 345 kV Substation</a> &#8212; 292MW solar &#9728;&#65039; project in Miami County, IN (MISO). Proposed completion changed from July 31, 2023 to July 31, 2026</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2020-028">Substation 1363; 161kV Substation</a> &#8212; 255MW gas &#128293; project in Sarpy County, NE (SPP). Proposed completion changed from July 31, 2024 to June 16, 2025</p><p><a href="https://www.interconnection.fyi/project/miso-j1701">Macomb to Ipava 138kV line</a> &#8212; 200MW wind &#128168; project in Mcdonough County, IL (MISO). Proposed completion changed from September 14, 2023 to September 14, 2026</p><p><a href="https://www.interconnection.fyi/project/miso-j1831">Shockey 138kV</a> &#8212; 200MW wind &#128168; project in Logan County, IL (MISO). Proposed completion changed from October 30, 2023 to August 14, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-company-25-ic-1322">Ray Place Road - Washington #3 115 kV Line</a> &#8212; 150MW solar &#9728;&#65039; project in Taliaferro County, GA (Southern Company). Proposed completion changed from January 31, 2029 to January 16, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-25-ic-1323">Achord Road - Eastman Primary 230 kV Line</a> &#8212; 150MW solar &#9728;&#65039; project in Dodge County, GA (Southern Company). Proposed completion changed from August 14, 2028 to January 16, 2028</p><p><a href="https://www.interconnection.fyi/project/miso-j1744">Hutsonville - Neoga 138 kV</a> &#8212; 149MW solar &#9728;&#65039; project in Cumberland County, IL (MISO). Proposed completion changed from July 31, 2023 to May 31, 2027</p><p><a href="https://www.interconnection.fyi/project/miso-j1755">Bureau County 138 kV</a> &#8212; 147MW wind &#128168; project in Bureau County, IL (MISO). Proposed completion changed from July 31, 2022 to July 31, 2025</p><p><a href="https://www.interconnection.fyi/project/miso-j1918">KENOWA - NELSON ROAD 345.0kV</a> &#8212; 132MW solar &#9728;&#65039; project in Montcalm County, MI (MISO). Proposed completion changed from October 31, 2023 to January 8, 2026</p><p><a href="https://www.interconnection.fyi/project/miso-j1725">San Jose Rail Splitter 138KV (G515)</a> &#8212; 100MW wind &#128168; project in Tazewell County, IL (MISO). Proposed completion changed from August 31, 2024 to May 31, 2027</p><p><a href="https://www.interconnection.fyi/project/miso-j2069">Eureka - Vestaburg 138kV Transmission Line (J1379 POI)</a> &#8212; 100MW battery + solar &#128267;&#9728;&#65039; project in Montcalm County, MI (MISO). Proposed completion changed from August 31, 2024 to June 6, 2027</p><p><a href="https://www.interconnection.fyi/project/pacificorp-s0015">Emery substation</a> &#8212; 100MW battery &#128267; project in Emery, UT (PacifiCorp). Proposed completion changed from December 30, 2026 to June 29, 2027</p><p><a href="https://www.interconnection.fyi/project/caiso-297">ALTA VISTA SUNTOWER GENERATING STATION</a> &#8212; 66MW battery + solar &#128267;&#9728;&#65039; project in Los Angeles, CA (CAISO). Proposed completion changed from April 14, 2025 to December 10, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-100">Henry Solar</a> &#8212; 20MW solar &#9728;&#65039; project in Crawford County, PA (PJM). Proposed completion changed from July 30, 2027 to December 30, 2026</p><p><a href="https://www.interconnection.fyi/project/pacificorp-651">Hinkle substation</a> &#8212; 10MW wind &#128168; project in Umatilla, OR (PacifiCorp). Proposed completion changed from December 17, 2020 to December 29, 2016</p><p><a href="https://www.interconnection.fyi/project/pacificorp-652">Hinkle substation</a> &#8212; 10MW wind &#128168; project in Umatilla, OR (PacifiCorp). Proposed completion changed from December 17, 2020 to December 29, 2016</p><p><a href="https://www.interconnection.fyi/project/pacificorp-653">Hinkle substation</a> &#8212; 10MW wind &#128168; project in Umatilla, OR (PacifiCorp). Proposed completion changed from December 17, 2020 to December 29, 2016</p><p><a href="https://www.interconnection.fyi/project/pacificorp-780">Alturas-Mile Hi transmission line</a> &#8212; 1MW solar &#9728;&#65039; project in Lake, OR (PacifiCorp). Proposed completion changed from May 26, 2019 to November 30, 2017</p><p><a href="https://www.interconnection.fyi/project/caiso-1647">ARIDA 2 SOLAR FARM</a> &#8212; 700MW battery + solar &#128267;&#9728;&#65039; project in Clark, NV (CAISO). Proposed completion changed from December 29, 2027 to May 30, 2029</p><p><a href="https://www.interconnection.fyi/project/miso-j1743">Deedsville 345 kV Substation</a> &#8212; 292MW solar &#9728;&#65039; project in Miami County, IN (MISO). Proposed completion changed from July 31, 2023 to July 31, 2026</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2018-067">115kV Strandahl sub</a> &#8212; 255MW wind &#128168; project in Williams County, ND (SPP). Proposed completion changed from October 29, 2026 to May 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2020-028">Substation 1363; 161kV Substation</a> &#8212; 255MW gas &#128293; project in Sarpy County, NE (SPP). Proposed completion changed from July 31, 2024 to June 16, 2025</p><p><a href="https://www.interconnection.fyi/project/southern-company-25-ic-1325">Hickory Level - Yellow Dirt 230 kV Line</a> &#8212; 250MW battery &#128267; project in Douglas County, GA (Southern Company). Proposed completion changed from April 14, 2029 to April 16, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-25-ic-1332">Goose Pond Road Substation 230 kV Bus, East Watkinsville - Goose Pond Road 230 kV Line</a> &#8212; 250MW battery &#128267; project in Oglethorpe County, GA (Southern Company). Proposed completion changed from April 14, 2029 to April 16, 2028</p><p><a href="https://www.interconnection.fyi/project/miso-j1701">Macomb to Ipava 138kV line</a> &#8212; 200MW wind &#128168; project in Mcdonough County, IL (MISO). Proposed completion changed from September 14, 2023 to September 14, 2026</p><p><a href="https://www.interconnection.fyi/project/miso-j1831">Shockey 138kV</a> &#8212; 200MW wind &#128168; project in Logan County, IL (MISO). Proposed completion changed from October 30, 2023 to August 14, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-company-25-ic-1342">Eastman Primary - Hatch 230 kV Line</a> &#8212; 199MW solar &#9728;&#65039; project in Laurens County, GA (Southern Company). Proposed completion changed from April 14, 2029 to April 16, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-25-ic-1322">Ray Place Road - Washington #3 115 kV Line</a> &#8212; 150MW solar &#9728;&#65039; project in Taliaferro County, GA (Southern Company). Proposed completion changed from January 31, 2029 to January 16, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-25-ic-1323">Achord Road - Eastman Primary 230 kV Line</a> &#8212; 150MW solar &#9728;&#65039; project in Dodge County, GA (Southern Company). Proposed completion changed from August 14, 2028 to January 16, 2028</p><p><a href="https://www.interconnection.fyi/project/miso-j1744">Hutsonville - Neoga 138 kV</a> &#8212; 149MW solar &#9728;&#65039; project in Cumberland County, IL (MISO). Proposed completion changed from July 31, 2023 to May 31, 2027</p><p><a href="https://www.interconnection.fyi/project/miso-j1755">Bureau County 138 kV</a> &#8212; 147MW wind &#128168; project in Bureau County, IL (MISO). Proposed completion changed from July 31, 2022 to July 31, 2025</p><p><a href="https://www.interconnection.fyi/project/miso-j1918">KENOWA - NELSON ROAD 345.0kV</a> &#8212; 132MW solar &#9728;&#65039; project in Montcalm County, MI (MISO). Proposed completion changed from October 31, 2023 to January 8, 2026</p><p><a href="https://www.interconnection.fyi/project/miso-j1725">San Jose Rail Splitter 138KV (G515)</a> &#8212; 100MW wind &#128168; project in Tazewell County, IL (MISO). Proposed completion changed from August 31, 2024 to May 31, 2027</p><p><a href="https://www.interconnection.fyi/project/miso-j2069">Eureka - Vestaburg 138kV Transmission Line (J1379 POI)</a> &#8212; 100MW battery + solar &#128267;&#9728;&#65039; project in Montcalm County, MI (MISO). Proposed completion changed from August 31, 2024 to June 6, 2027</p><p><a href="https://www.interconnection.fyi/project/pacificorp-s0015">Emery substation</a> &#8212; 100MW battery &#128267; project in Emery, UT (PacifiCorp). Proposed completion changed from December 30, 2026 to June 29, 2027</p><p><a href="https://www.interconnection.fyi/project/southern-company-25-ic-1343">Eastman Primary - Hatch 230 kV Line</a> &#8212; 100MW battery &#128267; project in Laurens County, GA (Southern Company). Proposed completion changed from April 14, 2029 to April 16, 2028</p><p><a href="https://www.interconnection.fyi/project/caiso-297">ALTA VISTA SUNTOWER GENERATING STATION</a> &#8212; 66MW battery + solar &#128267;&#9728;&#65039; project in Los Angeles, CA (CAISO). Proposed completion changed from April 14, 2025 to December 10, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-100">Henry Solar</a> &#8212; 20MW solar &#9728;&#65039; project in Crawford County, PA (PJM). Proposed completion changed from July 30, 2027 to December 30, 2026</p><p><a href="https://www.interconnection.fyi/project/pacificorp-651">Hinkle substation</a> &#8212; 10MW wind &#128168; project in Umatilla, OR (PacifiCorp). Proposed completion changed from December 17, 2020 to December 29, 2016</p><p><a href="https://www.interconnection.fyi/project/pacificorp-652">Hinkle substation</a> &#8212; 10MW wind &#128168; project in Umatilla, OR (PacifiCorp). Proposed completion changed from December 17, 2020 to December 29, 2016</p><p><a href="https://www.interconnection.fyi/project/pacificorp-653">Hinkle substation</a> &#8212; 10MW wind &#128168; project in Umatilla, OR (PacifiCorp). Proposed completion changed from December 17, 2020 to December 29, 2016</p><p><a href="https://www.interconnection.fyi/project/pacificorp-780">Alturas-Mile Hi transmission line</a> &#8212; 1MW solar &#9728;&#65039; project in Lake, OR (PacifiCorp). Proposed completion changed from May 26, 2019 to November 30, 2017</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_424,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 424w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_848,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 848w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1272,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1272w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1456w" sizes="100vw"><img 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srcset="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_424,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 424w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_848,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 848w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1272,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1272w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div>]]></content:encoded></item><item><title><![CDATA[In 2024, interconnection queues shrank for the first time in years]]></title><description><![CDATA[The Interconnection.fyi team dug into our historical data to see what happened in 2024, and one thing is clear: this was a year for interconnection queues unlike any other in recent history.]]></description><link>https://newsletter.interconnection.fyi/p/2024-the-year-the-queues-grew-up</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/2024-the-year-the-queues-grew-up</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Mon, 02 Jun 2025 14:17:41 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!RPp4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em><strong>&#128073;  Check out the full analysis <a href="https://www.interconnection.fyi/blog/2023-to-2024-queue-changes">here</a> for interactive charts and more data.</strong></em><br><br>In 2024, interconnection queues across the U.S. shrank &#8212; not because demand disappeared, but because the rules changed.<br><br>Many speculative projects were cleared out en masse this year, leaving behind a sharper, more committed pipeline.</p><h3><strong>Regional Capacity Changes (2023 &#8594; 2024)</strong></h3><p>The interconnection.fyi team went digging through our historical dataset to see how active queue volumes have shifted year-over-year &#8212; and for the first time in recent memory, <em><strong>they're shrinking.</strong></em><br><br>The chart below compares 2023 vs. 2024 cumulative active capacity by fuel type and planning region, comparing snapshots taken at the end of each year. It reflects only projects that remained active at the end of each year, excluding anything withdrawn, completed, or otherwise removed from the queue. Green bars indicate an increase from 2023 to 2024; red bars represent a decrease.<br><br>That sea of red? It's not what we're used to seeing.<br><br>For years, active queue volumes grew at a breakneck pace &#8212; fueled by a surge of solar, wind, and storage projects. But in 2024, that trend reversed. Offshore wind fell by over 50%, solar dropped nearly 12%, and hybrid storage declined by nearly 20%.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Interconnection.fyi - track interconnection queues in the US! Subscribe for free to receive more updates about what is happening in interconnection queues.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://www.interconnection.fyi/blog/2023-to-2024-queue-changes" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!RPp4!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif 424w, https://substackcdn.com/image/fetch/$s_!RPp4!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif 848w, https://substackcdn.com/image/fetch/$s_!RPp4!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif 1272w, https://substackcdn.com/image/fetch/$s_!RPp4!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!RPp4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif" width="852" height="682" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:682,&quot;width&quot;:852,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:287450,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/gif&quot;,&quot;href&quot;:&quot;https://www.interconnection.fyi/blog/2023-to-2024-queue-changes&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/164684310?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!RPp4!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif 424w, https://substackcdn.com/image/fetch/$s_!RPp4!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif 848w, https://substackcdn.com/image/fetch/$s_!RPp4!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif 1272w, https://substackcdn.com/image/fetch/$s_!RPp4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83e27df0-0ab3-4d93-8828-84ebdd7a6bbd_852x682.gif 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Click the image to view on interconnection.fyi where you can interact with the data (for free!)</figcaption></figure></div><h5><br><strong>So what changed?</strong><br></h5><p>Most signs point to queue reform. Over the past 18 months, ISOs like PJM, MISO, and CAISO implemented new rules requiring higher deposits, stricter site control, and milestone-based study processes. On top of that, <a href="https://www.ferc.gov/media/order-no-2023">FERC Order 2023</a> &#8212; while not yet fully implemented &#8212; means that these changes are here to stay. The one major exception? ERCOT, which isn't subject to FERC rules and continues to operate under its own policies.<br><br>One notable exception to the contraction trend was MISO, which saw a significant increase in queued capacity across nearly every fuel type. At first glance, this might seem to contradict the broader story &#8212; but it likely reflects a timing artifact, not a structural break.<br><br>MISO's queue was largely frozen in 2023 as it transitioned to a new interconnection process. When it reopened in early 2024, a wave of new applications entered &#8212; potentially representing deferred demand from developers waiting on clarity around the new rules. In this light, MISO's growth doesn't undermine the queue reform hypothesis &#8212; it just reflects how differently that transition played out across regions.<br><br>It's too early to tell if this is a lasting correction or a temporary reset &#8212; but 2024 marks a clear turning point in the evolution of interconnection queues.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://www.interconnection.fyi/blog/2023-to-2024-queue-changes" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!nXgR!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif 424w, https://substackcdn.com/image/fetch/$s_!nXgR!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif 848w, https://substackcdn.com/image/fetch/$s_!nXgR!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif 1272w, https://substackcdn.com/image/fetch/$s_!nXgR!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!nXgR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif" width="852" height="701" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:701,&quot;width&quot;:852,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:415378,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/gif&quot;,&quot;href&quot;:&quot;https://www.interconnection.fyi/blog/2023-to-2024-queue-changes&quot;,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/164684310?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!nXgR!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif 424w, https://substackcdn.com/image/fetch/$s_!nXgR!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif 848w, https://substackcdn.com/image/fetch/$s_!nXgR!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif 1272w, https://substackcdn.com/image/fetch/$s_!nXgR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c0b0d17-c8f4-4bc4-9e7d-787b5bd05ebf_852x701.gif 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Click the image to view on interconnection.fyi where you can interact with the data (for free!)</figcaption></figure></div><p></p><p>While some of the recent decline in active queue capacity might be attributed to fewer new applications, that's not the whole story. In fact, 2024 saw a <strong>massive spike in project withdrawals</strong>. Among projects with reported withdrawal dates (which is only about half of all withdrawn projects), plus withdrawals from CAISO cluster 15<strong><a href="https://www.interconnection.fyi/blog/2023-to-2024-queue-changes#1">[1]</a></strong>, <strong>296 GW</strong> of capacity was withdrawn from the queues last year &#8212; <strong>more than double</strong> the amount withdrawn in 2023, and by far the largest annual total in the dataset.</p><p>The number of individual projects withdrawn also surged, jumping <strong>96%</strong> year-over-year. This points to a broader structural shift: queue reform processes are not just filtering future applicants &#8212; they're forcing existing projects out. The bottleneck isn't closing at the entrance; it's clearing out the middle.</p><h3><strong>Queue Timelines (2023 &#8594; 2024)</strong></h3><h5><strong>How long does it take to get through the queue?</strong></h5><p>To answer that, we analyzed the time between a project's interconnection request and its eventual commercial operation date (COD). For each power market, we calculated the <strong>median</strong> and <strong>interquartile range</strong> (25th to 75th percentile) of queue-to-COD durations for projects that reached COD in a given year.</p><p>These charts reveal that typical development timelines remain <strong>stubbornly long</strong> &#8212; often <strong>3 to 5 years</strong> &#8212; with wide variability depending on the market. Some regions like <strong>PJM</strong> and the <strong>Southeast</strong> show relatively consistent durations, while others like <strong>SPP</strong> display more volatility and longer median timelines. Nationally, there's no clear evidence yet that queue reform efforts have meaningfully shortened the path to COD.</p><p><em>Note: ERCOT and NYISO are excluded from this analysis due to insufficient historical data for meaningful timeline comparisons. Including ERCOT would likely decrease the median timeline.</em></p><p><em>Note: These figures likely undercount the total number of projects reaching COD each year, as we can only include projects that report their actual commercial operation dates in interconnection queue data.</em></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://www.interconnection.fyi/blog/2023-to-2024-queue-changes" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!rP4r!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif 424w, https://substackcdn.com/image/fetch/$s_!rP4r!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif 848w, https://substackcdn.com/image/fetch/$s_!rP4r!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif 1272w, https://substackcdn.com/image/fetch/$s_!rP4r!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!rP4r!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif" width="852" height="574" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/e77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:574,&quot;width&quot;:852,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:540578,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/gif&quot;,&quot;href&quot;:&quot;https://www.interconnection.fyi/blog/2023-to-2024-queue-changes&quot;,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://interconnectionfyi.substack.com/i/164684310?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!rP4r!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif 424w, https://substackcdn.com/image/fetch/$s_!rP4r!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif 848w, https://substackcdn.com/image/fetch/$s_!rP4r!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif 1272w, https://substackcdn.com/image/fetch/$s_!rP4r!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe77792c3-4f43-4814-a5fc-68f42644ed80_852x574.gif 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Click the image to view on interconnection.fyi where you can interact with the data (for free!)</figcaption></figure></div><p></p><h3><strong>Withdrawal Timelines (2023 &#8594; 2024)</strong></h3><h5><strong>What about the projects that didn't make it?</strong></h5><p>To better understand the other side of queue attrition, we looked at how long withdrawn projects had been sitting in the queue before exiting. For each power market, we measured the time between a project's interconnection request and its withdrawal, and calculated the median and interquartile range for projects withdrawn in a given year.</p><p>The picture that emerges is just as striking. In 2024, many withdrawn projects had been in the queue for 4 to 5 years &#8212; a meaningful amount of time for developers to invest before walking away. In markets like CAISO, the median project sat in the queue for over 5.4 years before withdrawing. PJM, Southeast, and MISO show slightly shorter timelines, but still hover around the 3&#8211;4 year mark.</p><p>Importantly, this analysis includes only the roughly 50% of withdrawn projects that report a withdrawal date. While incomplete, we believe the trend is representative; these aren't just speculative applications disappearing overnight. In many cases, they're projects that stuck it out for several years before ultimately exiting, likely due to delays, reform-driven barriers, or shifting market conditions.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://interconnection.fyi/blog/2023-to-2024-queue-changes" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!77Lb!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5afc91a6-0425-4a4a-9a55-3195a314f28f_852x561.gif 424w, https://substackcdn.com/image/fetch/$s_!77Lb!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5afc91a6-0425-4a4a-9a55-3195a314f28f_852x561.gif 848w, 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class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Click the image to view on interconnection.fyi where you can interact with the data (for free!)</figcaption></figure></div><p></p><h3>There&#8217;s more! Check out the rest of this analysis on our website <a href="https://www.interconnection.fyi/blog/2023-to-2024-queue-changes">here</a>.</h3><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Interconnection.fyi - track interconnection queues in the US! Subscribe for free to receive more updates about what is happening in interconnection queues.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[🔌 Interconnection Weekly: Project Updates You Need to Know (5/5/2025 - 5/18/2025)]]></title><description><![CDATA[72 projects moved in the interconnection queues across the country in the past 2 weeks]]></description><link>https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-0ba</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-0ba</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Tue, 20 May 2025 16:35:46 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<blockquote><p><strong>Special Note: Looking to buy or sell a project in the interconnection queue? We&#8217;re actively connecting developers with vetted, transaction-ready buyers and sellers at key decision points. Fill out <a href="https://forms.interconnection.fyi/marketplace_seller_onboarding">this short form</a> to get matched with serious players already in the market.</strong></p></blockquote><p>We saw the following updates to U.S. transmission grid interconnection projects. For access to our live dataset, <a href="https://www.interconnection.fyi/data-subscription">contact our sales team here</a>.</p><blockquote><p><a href="https://www.interconnection.fyi/project/southern-company-ic-791">Caledonia</a> &#8212; 889MW gas &#128293; project in Lamar County, AL (Southern Company). IA date changed from September 4, 2013 to July 16, 2020</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><blockquote><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1260">McCall Road - West McIntosh 500 kV Line</a> &#8212; 722MW gas &#128293; project in Effingham County, GA (Southern Company). Proposed completion changed from August 31, 2029 to November 30, 2031</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt10550">Casitas 66/16 (D)</a> &#8212; 500MW solar &#9728;&#65039; project in Ventura, CA (CAISO). Proposed completion changed from December 30, 2025 to November 14, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ac1-164">Chickahominy Solar 1 and 2</a> &#8212; 320MW solar &#9728;&#65039; project in Charles City County, VA (PJM). Proposed completion changed from December 30, 2025 to December 30, 2024</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1206">North Dublin - Wadley Primary 230 kV Line</a> &#8212; 225MW solar &#9728;&#65039; project in Laurens County, GA (Southern Company). Proposed completion changed from February 28, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1180">Laurel East - South Jones 230 kV Line</a> &#8212; 200MW solar &#9728;&#65039; project in Jones County, MS (Southern Company). Proposed completion changed from July 31, 2027 to October 5, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1204">Rocky Creek - Wadley Primary 230 kV Line</a> &#8212; 200MW solar &#9728;&#65039; project in Jefferson County, GA (Southern Company). Proposed completion changed from June 14, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1229">Douglas - Kettle Creek Primary 230 kV Line</a> &#8212; 200MW battery + solar &#128267;&#9728;&#65039; project in Coffee County, GA (Southern Company). Proposed completion changed from April 30, 2026 to September 30, 2027</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1232">North Americus - Palmyra 230 kV Line</a> &#8212; 200MW battery + solar &#128267;&#9728;&#65039; project in Lee County, GA (Southern Company). Proposed completion changed from June 30, 2026 to May 31, 2027</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1233">North Tifton - Stump Creek 230 kV Line</a> &#8212; 200MW battery + solar &#128267;&#9728;&#65039; project in Irwin County, GA (Southern Company). Proposed completion changed from December 3, 2026 to June 5, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1272">McConnell - Pegamore 230 kV Line</a> &#8212; 200MW battery &#128267; project in Paulding County, GA (Southern Company). Proposed completion changed from March 31, 2027 to March 31, 2030</p><p><a href="https://www.interconnection.fyi/project/miso-j1518">Hillsdale North</a> &#8212; 185MW solar &#9728;&#65039; project in Vermillion County, IN (MISO). Proposed completion changed from June 19, 2025 to October 5, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1234">Bassett Creek - Greene County 230 kV Line</a> &#8212; 175MW battery + solar &#128267;&#9728;&#65039; project in Marengo County, AL (Southern Company). Proposed completion changed from March 31, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-24-sic-002">Scooter Substation 230 kV BUS</a> &#8212; 160MW battery + solar &#128267;&#9728;&#65039; project in Mitchell County, GA (Southern Company). Proposed completion changed from April 30, 2026 to April 30, 2027</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2019-045">DeGrasse 138kV Substation</a> &#8212; 155MW solar &#9728;&#65039; project in Woods County, OK (SPP). Proposed completion changed from December 30, 2027 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/miso-j1626">Ramsey East 138kV bus</a> &#8212; 150MW solar &#9728;&#65039; project in Fayette County, IL (MISO). Proposed completion changed from August 4, 2024 to April 29, 2027</p><p><a href="https://www.interconnection.fyi/project/miso-j1638">Skillman Substation 161kV</a> &#8212; 150MW solar &#9728;&#65039; project in Hancock County, KY (MISO). Proposed completion changed from August 31, 2023 to August 31, 2026</p><p><a href="https://www.interconnection.fyi/project/miso-j1641">Worthington Substation 138kV</a> &#8212; 150MW solar &#9728;&#65039; project in Greene County, IN (MISO). Proposed completion changed from August 31, 2023 to August 31, 2026</p><p><a href="https://www.interconnection.fyi/project/miso-j1646">Morrison Ditch 138kV</a> &#8212; 150MW solar &#9728;&#65039; project in Newton County, IN (MISO). Proposed completion changed from September 30, 2023 to September 30, 2026</p><p><a href="https://www.interconnection.fyi/project/miso-j1653">San Jose Rail 138kV</a> &#8212; 150MW solar &#9728;&#65039; project in Tazewell County, IL (MISO). Proposed completion changed from September 14, 2023 to September 14, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1172">Sandersville #1 - Wadley Primary 230 kV LIne</a> &#8212; 127MW solar &#9728;&#65039; project in Jefferson County, GA (Southern Company). Proposed completion changed from May 30, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-768">Bonaire Primary - Eastman Primary 115 kV Line</a> &#8212; 120MW solar &#9728;&#65039; project in Dodge County, GA (Southern Company). Proposed completion changed from August 14, 2022 to January 30, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-113">Ridgeway Solar</a> &#8212; 120MW solar &#9728;&#65039; project in Mckean County, PA (PJM). Proposed completion changed from January 29, 2026 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/pjm-ac2-061">Dodson Creek Solar</a> &#8212; 117MW solar &#9728;&#65039; project in Ross County, OH (PJM). Proposed completion changed from July 29, 2024 to May 29, 2025</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1248">Shaddock Creek - Vidalia 115 kV Line</a> &#8212; 110MW battery + solar &#128267;&#9728;&#65039; project in Treutlen County, GA (Southern Company). Proposed completion changed from August 14, 2026 to February 14, 2027</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1249">North Tifton - Pitts 230 kV Line</a> &#8212; 110MW battery + solar &#128267;&#9728;&#65039; project in Turner County, GA (Southern Company). Proposed completion changed from August 14, 2026 to February 14, 2027</p><p><a href="https://www.interconnection.fyi/project/miso-j1610">Auburn North to Chatham Main 138kV</a> &#8212; 100MW solar &#9728;&#65039; project in Sangamon County, IL (MISO). Proposed completion changed from August 30, 2023 to August 30, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1244">Newton - Forest Industrial 115 kV Line</a> &#8212; 100MW solar &#9728;&#65039; project in Newton County, MS (Southern Company). Proposed completion changed from March 31, 2027 to March 31, 2029</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1270">Anniston (APC) - Hammond 230 kV Line</a> &#8212; 100MW solar &#9728;&#65039; project in Floyd County, GA (Southern Company). Proposed completion changed from August 14, 2026 to December 3, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2019-044">North Fort Dodge 115kV Substation</a> &#8212; 100MW solar &#9728;&#65039; project in Ford County, KS (SPP). Proposed completion changed from December 14, 2027 to December 14, 2028</p><p><a href="https://www.interconnection.fyi/project/idaho-power-718">Moonstone Substation 138kV</a> &#8212; 100MW battery + solar &#128267;&#9728;&#65039; project in Blaine, ID (Idaho Power Company). IA date added April 29, 2025</p><p><a href="https://www.interconnection.fyi/project/idaho-power-719">Moonstone Substation 138kV</a> &#8212; 100MW battery + solar &#128267;&#9728;&#65039; project in Blaine, ID (Idaho Power Company). IA date added April 29, 2025</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2018-108">Thistle 345kV substation</a> &#8212; 95MW battery &#128267; project in Barber County, KS (SPP). Proposed completion changed from December 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-268">Hawthorn Solar</a> &#8212; 83MW solar &#9728;&#65039; project in Delaware County, IN (PJM). Proposed completion changed from December 30, 2027 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2018-064">Tonnece Substation 69kV</a> &#8212; 80MW solar &#9728;&#65039; project in Benton County, AR (SPP). Proposed completion changed from December 30, 2025 to July 10, 2027</p><p><a href="https://www.interconnection.fyi/project/southern-company-mpcqf-451">Cane Creek Solar</a> &#8212; 78MW solar &#9728;&#65039; project in Clarke County, MS (Southern Company). IA date added November 18, 2021</p><p><a href="https://www.interconnection.fyi/project/southern-company-mpcqf-454">MoonShot Solar</a> &#8212; 78MW solar &#9728;&#65039; project in Hancock, MS (Southern Company). IA date added November 18, 2021</p><p><a href="https://www.interconnection.fyi/project/pjm-aa1-038">Rocky Forge Wind</a> &#8212; 78MW wind &#128168; project in Botetourt County, VA (PJM). Proposed completion changed from December 30, 2025 to December 30, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-859">GPC Mossy Branch Battery Storage Station, Mossy Branch Substation 115 kV Bus</a> &#8212; 65MW battery &#128267; project in Talbot County, GA (Southern Company). IA date added March 9, 2021</p><p><a href="https://www.interconnection.fyi/project/caiso-1459">MULQUEENEY RANCH WIND 2</a> &#8212; 60MW wind &#128168; project in Alameda, CA (CAISO). Proposed completion changed from November 29, 2024 to May 31, 2026</p><p><a href="https://www.interconnection.fyi/project/miso-j1649">Shell - McCracken County 69.0kV</a> &#8212; 60MW solar &#9728;&#65039; project in Mccracken County, KY (MISO). Proposed completion changed from October 30, 2022 to October 30, 2025</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-322">Mark Center Solar Project</a> &#8212; 60MW solar &#9728;&#65039; project in Defiance County, OH (PJM). Proposed completion changed from December 30, 2025 to September 29, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-1246">Fort Stewart CU 115 kV Bus</a> &#8212; 43MW battery + solar &#128267;&#9728;&#65039; project in Liberty County, GA (Southern Company). Proposed completion changed from February 8, 2026 to February 11, 2027</p><p><a href="https://www.interconnection.fyi/project/avista-cs24-14">South Fairchild Tap 115kV</a> &#8212; 40MW solar &#9728;&#65039; project in Spokane, WA (Avista Utilities). Proposed completion changed from June 29, 2027 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-company-ic-406">MCLB Solar</a> &#8212; 31MW solar &#9728;&#65039; project in Dougherty County, GA (Southern Company). IA date changed from August 31, 2016 to November 10, 2016</p><p><a href="https://www.interconnection.fyi/project/pjm-ae1-050">Gavin Unit No. 1</a> &#8212; 18MW coal &#127981; project in Gallia County, OH (PJM). Proposed completion changed from June 8, 2024 to May 30, 2025</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt10553">Saticoy 66/16 (D)</a> &#8212; 4MW battery &#128267; project in Ventura, CA (CAISO). Proposed completion changed from December 30, 2025 to November 14, 2026</p><p><a href="https://www.interconnection.fyi/project/caiso-1002">LASSEN LODGE HYDROELECTRIC 2</a> &#8212; 0MW hydro &#128167; project in Tehama, CA (CAISO). Proposed completion changed from October 15, 2024 to October 14, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-0766">Sunrise Wind</a> &#8212; 880MW offshore wind &#127754;&#65039; project in Suffolk County, NY (NYISO). Proposed completion changed from February 28, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/caiso-2055">EUISMOD</a> &#8212; 600MW battery + solar &#128267;&#9728;&#65039; project in Kern, CA (CAISO). Proposed completion changed from February 25, 2033 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-aa2-119">Glen Falls Facility</a> &#8212; 550MW gas &#128293; project in Harrison County, WV (PJM). Proposed completion changed from March 30, 2028 to January 30, 2029</p><p><a href="https://www.interconnection.fyi/project/aeso-p2789">P2789 Red Willow Solar Battery</a> &#8212; 325MW battery + solar &#128267;&#9728;&#65039; project in Flagstaff County, AB (AESO). Proposed completion changed from January 31, 2027 to August 30, 2028</p><p><a href="https://www.interconnection.fyi/project/aeso-p2347">P2347 Forty Mile Granlea Solar Phase 2</a> &#8212; 220MW solar &#9728;&#65039; project in Cypress County, AB (AESO). Proposed completion changed from June 30, 2025 to August 30, 2028</p><p><a href="https://www.interconnection.fyi/project/pacificorp-tcs-48">Terminal substation</a> &#8212; 200MW battery &#128267; project in Salt Lake, UT (PacifiCorp). Proposed completion changed from June 30, 2026 to December 30, 2025</p><p><a href="https://www.interconnection.fyi/project/aeso-p2091">P2091 Arenosum Solar</a> &#8212; 151MW solar &#9728;&#65039; project in Special Area No 2, AB (AESO). Proposed completion changed from May 25, 2027 to May 25, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2018-071">Interconnecting into OG&amp;E's Ranch Road 345kV substation by tapping a 0.1 gen tie line into the existing Frontier II gen-tie line</a> &#8212; 151MW battery &#128267; project in Kay County, OK (SPP). Proposed completion changed from November 29, 2025 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2018-072">Interconnecting into OG&amp;E's Ranch Road 345kV substation by tapping a 0.1 gen tie line into the existing Frontier II gen-tie line</a> &#8212; 151MW battery &#128267; project in Kay County, OK (SPP). Proposed completion changed from November 29, 2025 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-139">Bradford Solar</a> &#8212; 100MW solar &#9728;&#65039; project in Mckean County, PA (PJM). Proposed completion changed from December 14, 2026 to December 14, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-368">Tillman Solar Park</a> &#8212; 100MW solar &#9728;&#65039; project in Allen County, IN (PJM). Proposed completion changed from December 30, 2028 to December 30, 2029</p><p><a href="https://www.interconnection.fyi/project/caiso-1461">RECLAIMED WIND</a> &#8212; 90MW battery &#128267; project in Alameda, CA (CAISO). Proposed completion changed from April 3, 2025 to November 30, 2026</p><p><a href="https://www.interconnection.fyi/project/caiso-1363">SAND HILL C</a> &#8212; 80MW wind &#128168; project in Alameda, CA (CAISO). Proposed completion changed from April 27, 2025 to April 27, 2027</p><p><a href="https://www.interconnection.fyi/project/caiso-1820">SCAFELL STORAGE</a> &#8212; 50MW battery &#128267; project in San Diego, CA (CAISO). Proposed completion changed from June 19, 2033 to June 29, 2029</p><p><a href="https://www.interconnection.fyi/project/caiso-1507">PROSPECT ENERGY STORAGE</a> &#8212; 49MW battery &#128267; project in Sacramento, CA (CAISO). Proposed completion changed from March 30, 2026 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-ad2-192">Glen Falls Facility</a> &#8212; 45MW gas &#128293; project in Harrison County, WV (PJM). Proposed completion changed from March 30, 2028 to January 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-0987">Sunrise Wind II</a> &#8212; 44MW offshore wind &#127754;&#65039; project in Suffolk County, NY (NYISO). Proposed completion changed from February 28, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ac1-055">Glen Falls Facility</a> &#8212; 30MW gas &#128293; project in Harrison County, WV (PJM). Proposed completion changed from March 30, 2028 to January 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-0828">Valley Solar</a> &#8212; 20MW solar &#9728;&#65039; project in Tioga County, NY (NYISO). Proposed completion changed from October 31, 2024 to December 31, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-117">HU-Pauls</a> &#8212; 20MW solar &#9728;&#65039; project in Huntingdon County, PA (PJM). Proposed completion changed from December 30, 2025 to March 30, 2027</p><p><a href="https://www.interconnection.fyi/project/aeso-p2757">P2757 Sturgeon 734S DER Battery</a> &#8212; 19MW battery &#128267; project in Greenview No 16, AB (AESO). Proposed completion changed from June 30, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/caiso-1096">ALTAMONT MIDWAY LTD</a> &#8212; 5MW wind &#128168; project in Alameda, CA (CAISO). Proposed completion changed from April 27, 2025 to April 27, 2027</p><p><a href="https://www.interconnection.fyi/project/aeso-p2582">P2582 Woodcroft Reliability</a> &#8212; project in Edmonton, AB (AESO). Proposed completion changed from March 30, 2028 to December 29, 2028</p><p><a href="https://www.interconnection.fyi/project/aeso-p3035">P3035 Aira Battery</a> &#8212; battery &#128267; project in Cypress County, AB (AESO). Proposed completion changed from September 24, 2026 to November 30, 2027</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_424,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 424w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_848,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 848w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1272,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1272w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1456w" sizes="100vw"><img 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srcset="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_424,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 424w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_848,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 848w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1272,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1272w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div>]]></content:encoded></item><item><title><![CDATA[🔌 Interconnection Weekly: Project Updates You Need to Know (4/21/2025 - 5/4/2025)]]></title><description><![CDATA[122 projects moved in the interconnection queues across the country in the past week]]></description><link>https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-db7</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-db7</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Mon, 05 May 2025 14:47:20 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<blockquote><p><strong>Special Note: Looking to buy or sell a project in the interconnection queue? We&#8217;re actively connecting developers with vetted, transaction-ready buyers and sellers at key decision points. Fill out <a href="https://forms.interconnection.fyi/marketplace_seller_onboarding">this short form</a> to get matched with serious players already in the market.</strong></p></blockquote><p>We saw the following updates to U.S. transmission grid interconnection projects. For access to our live dataset, <a href="https://www.interconnection.fyi/data-subscription">contact our sales team here</a>.</p><blockquote><p><a href="https://www.interconnection.fyi/project/wapa-desert-southwest-region-2024-g7">Round Valley &#8211; Peacock 230 kV line, Mead Switchyard 230 kV</a> &#8212; 312MW battery + wind &#128267;&#128168; project in Yavapai, AZ (WAPA Desert Southwest Region). Proposed completion changed from November 30, 2028 to March 31, 2028</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><blockquote><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-disis-2022-02">Keota 345kV Substation</a> &#8212; 299MW battery + solar &#128267;&#9728;&#65039; project in Weld County, CO (Tri-State Generation and Transmission Association). Proposed completion changed from May 31, 2026 to March 31, 2030</p><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-disis-2022-07">Henry Lake -Story 230kV Line</a> &#8212; 299MW battery + solar &#128267;&#9728;&#65039; project in Weld County, CO (Tri-State Generation and Transmission Association). Proposed completion changed from December 30, 2025 to February 26, 2029</p><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-disis-2022-45">Huckleberry 230kV Substation</a> &#8212; 299MW battery + solar &#128267;&#9728;&#65039; project in Pueblo County, CO (Tri-State Generation and Transmission Association). Proposed completion changed from November 30, 2026 to March 30, 2028</p><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-disis-2022-02">Keota 345kV Substation</a> &#8212; 299MW battery + solar &#128267;&#9728;&#65039; project in Weld County, CO (Tri-State Generation and Transmission Association). IA date changed from May 31, 2026 to March 31, 2030</p><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-disis-2022-07">Henry Lake -Story 230kV Line</a> &#8212; 299MW battery + solar &#128267;&#9728;&#65039; project in Weld County, CO (Tri-State Generation and Transmission Association). IA date changed from December 30, 2025 to February 26, 2029</p><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-disis-2022-45">Huckleberry 230kV Substation</a> &#8212; 299MW battery + solar &#128267;&#9728;&#65039; project in Pueblo County, CO (Tri-State Generation and Transmission Association). IA date added March 30, 2028</p><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-disis-2022-04">South Fork 115kV Substation</a> &#8212; 237MW battery + solar &#128267;&#9728;&#65039; project in Kit Carson County, CO (Tri-State Generation and Transmission Association). Proposed completion changed from December 30, 2025 to June 28, 2027</p><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-disis-2022-04">South Fork 115kV Substation</a> &#8212; 237MW battery + solar &#128267;&#9728;&#65039; project in Kit Carson County, CO (Tri-State Generation and Transmission Association). IA date changed from December 30, 2025 to June 28, 2027</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2019-002">Maid 161kV substation</a> &#8212; 100MW battery &#128267; project in Mayes County, OK (SPP). Proposed completion changed from May 31, 2025 to November 29, 2027</p><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-disis-2022-22">Hell Creek Substation</a> &#8212; 90MW battery + solar &#128267;&#9728;&#65039; project in Kit Carson County, CO (Tri-State Generation and Transmission Association). Proposed completion changed from May 31, 2025 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-disis-2022-22">Hell Creek Substation</a> &#8212; 90MW battery + solar &#128267;&#9728;&#65039; project in Kit Carson County, CO (Tri-State Generation and Transmission Association). IA date changed from May 31, 2025 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2018-010">Neset 230kV Substation</a> &#8212; 74MW battery &#128267; project in Montrail County, ND (SPP). Proposed completion changed from December 30, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-221">Dulles Solar and BESS</a> &#8212; 50MW battery &#128267; project in Loudoun County, VA (PJM). Proposed completion changed from October 30, 2026 to October 30, 2027</p><p><a href="https://www.interconnection.fyi/project/idaho-power-747">Distribution Feeder</a> &#8212; 1MW hydro &#128167; project in Twin Falls, ID (Idaho Power Company). IA date added April 21, 2025</p><p><a href="https://www.interconnection.fyi/project/tacoma-public-utilities-l2025-02">Custer/McNeil Substations, New Substation Near Hilltop/Stadium Substations</a> &#8212; project in Pierce County, WA (Tacoma Public Utilities). Proposed completion changed from April 30, 2026 to December 8, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0497">TEXPO</a> &#8212; 680MW gas &#128293; project in Wilbarger, TX (ERCOT). Proposed completion changed from October 30, 2026 to October 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0228">Hiru Solar</a> &#8212; 603MW solar &#9728;&#65039; project in Clay, TX (ERCOT). Proposed completion changed from May 28, 2026 to March 31, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0444">Hiru Storage</a> &#8212; 503MW battery &#128267; project in Clay, TX (ERCOT). Proposed completion changed from March 30, 2028 to March 31, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0190">Millsing BESS</a> &#8212; 501MW battery &#128267; project in Grimes, TX (ERCOT). Proposed completion changed from June 30, 2027 to October 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0609">Scorpius Solar</a> &#8212; 500MW solar &#9728;&#65039; project in Milam, TX (ERCOT). Proposed completion changed from October 22, 2026 to November 15, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0422">Hollow Branch Creek Solar</a> &#8212; 460MW solar &#9728;&#65039; project in Leon, TX (ERCOT). IA date added October 21, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0183">TRIFECTA Gas</a> &#8212; 453MW gas &#128293; project in Midland, TX (ERCOT). Proposed completion changed from December 30, 2027 to October 30, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0290">Cold Creek Solar 2</a> &#8212; 445MW solar &#9728;&#65039; project in Schleicher, TX (ERCOT). IA date added April 22, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0110">Western Flats Solar</a> &#8212; 410MW solar &#9728;&#65039; project in Crane, TX (ERCOT). Proposed completion changed from December 30, 2026 to October 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0056">Caliche Mound Solar</a> &#8212; 408MW solar &#9728;&#65039; project in Deaf Smith, TX (ERCOT). Proposed completion changed from August 27, 2025 to October 9, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0340">SOUTHERN SELECT ENERGY STORAGE</a> &#8212; 404MW battery &#128267; project in Galveston, TX (ERCOT). Proposed completion changed from January 31, 2026 to January 14, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ac1-164">Chickahominy Solar 1 and 2</a> &#8212; 320MW solar &#9728;&#65039; project in Charles City County, VA (PJM). Proposed completion changed from December 30, 2024 to December 30, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0103">Elio BESS</a> &#8212; 317MW battery &#128267; project in Brazoria, TX (ERCOT). Proposed completion changed from December 1, 2026 to August 4, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0281">Red Egret BESS</a> &#8212; 310MW battery &#128267; project in Galveston, TX (ERCOT). Proposed completion changed from December 30, 2025 to August 30, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0077">Cuchillas BESS</a> &#8212; 306MW battery &#128267; project in Webb, TX (ERCOT). Proposed completion changed from August 31, 2027 to December 26, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0118">Grapefruit Solar</a> &#8212; 301MW solar &#9728;&#65039; project in Hidalgo, TX (ERCOT). IA date added April 9, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0460">Acker BESS</a> &#8212; 301MW battery &#128267; project in Castro, TX (ERCOT). IA date added April 20, 2025</p><p><a href="https://www.interconnection.fyi/project/caiso-1673">NIGHTHAWK STORAGE</a> &#8212; 300MW battery &#128267; project in San Diego, CA (CAISO). Proposed completion changed from March 30, 2025 to September 30, 2025</p><p><a href="https://www.interconnection.fyi/project/miso-j3047">ORIENT - NORTHBORO 345.0kV</a> &#8212; 263MW gas &#128293; project in Adair County, IA (MISO). Proposed completion changed from August 31, 2029 to August 31, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0018">Yellow Cat Wind</a> &#8212; 262MW wind &#128168; project in Navarro, TX (ERCOT). Proposed completion changed from September 29, 2026 to March 31, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0161">Miranda Solar Project</a> &#8212; 261MW solar &#9728;&#65039; project in Mcmullen, TX (ERCOT). Proposed completion changed from August 29, 2026 to December 5, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0479">Taormina Storage</a> &#8212; 231MW battery &#128267; project in Bexar, TX (ERCOT). IA date added April 13, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0310">Dunkel BESS</a> &#8212; 226MW battery &#128267; project in Lubbock, TX (ERCOT). Proposed completion changed from April 2, 2026 to November 1, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0077">Anila BESS</a> &#8212; 209MW battery &#128267; project in Wilson, TX (ERCOT). Proposed completion changed from July 1, 2026 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0541">ALWEST BESS</a> &#8212; 208MW battery &#128267; project in Anderson, TX (ERCOT). Proposed completion changed from May 3, 2026 to April 18, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0454">Longfellow Solar II</a> &#8212; 207MW solar &#9728;&#65039; project in Pecos, TX (ERCOT). IA date added April 14, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0333">VERTUS ENERGY STORAGE</a> &#8212; 207MW battery &#128267; project in Galveston, TX (ERCOT). IA date changed from March 26, 2024 to January 7, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0235">Hoyte Solar</a> &#8212; 206MW solar &#9728;&#65039; project in Milam, TX (ERCOT). Proposed completion changed from March 30, 2026 to December 14, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0010">Nockenut Springs Solar 3</a> &#8212; 203MW solar &#9728;&#65039; project in Gonzales, TX (ERCOT). Proposed completion changed from May 4, 2027 to June 4, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0007">Nockenut Springs Solar 2</a> &#8212; 203MW solar &#9728;&#65039; project in Guadalupe, TX (ERCOT). Proposed completion changed from May 4, 2027 to June 4, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0088">Nockenut Springs Solar 1</a> &#8212; 203MW solar &#9728;&#65039; project in Guadalupe, TX (ERCOT). Proposed completion changed from May 4, 2027 to June 4, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0357">Loma Pinta Solar</a> &#8212; 203MW solar &#9728;&#65039; project in La Salle, TX (ERCOT). Proposed completion changed from May 30, 2026 to May 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0189">Staccato BESS</a> &#8212; 202MW battery &#128267; project in Fayette, TX (ERCOT). Proposed completion changed from December 30, 2025 to December 30, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0611">Carolina Storage Odessa</a> &#8212; 202MW battery &#128267; project in Howard, TX (ERCOT). Proposed completion changed from April 19, 2027 to July 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0628">Carolina Storage Wichita Falls</a> &#8212; 202MW battery &#128267; project in Wichita, TX (ERCOT). Proposed completion changed from September 21, 2027 to July 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0568">Texas Cotton Solar</a> &#8212; 201MW solar &#9728;&#65039; project in Brazos, TX (ERCOT). Proposed completion changed from December 30, 2026 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0193">Nockenut Springs Solar 4</a> &#8212; 201MW solar &#9728;&#65039; project in Gonzales, TX (ERCOT). Proposed completion changed from May 4, 2027 to June 4, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0368">Echols Creek Solar</a> &#8212; 201MW solar &#9728;&#65039; project in Lamar, TX (ERCOT). Proposed completion changed from December 30, 2026 to October 12, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0186">Moonlight Sonata BESS</a> &#8212; 201MW battery &#128267; project in Colorado, TX (ERCOT). Proposed completion changed from November 18, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0441">Dios BESS</a> &#8212; 201MW battery &#128267; project in Jackson, TX (ERCOT). IA date added April 2, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0248">Sengun BESS</a> &#8212; 200MW battery &#128267; project in Nueces, TX (ERCOT). Proposed completion changed from January 5, 2026 to March 16, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0283">Kota Battery</a> &#8212; 200MW battery &#128267; project in Carson, TX (ERCOT). Proposed completion changed from December 30, 2026 to October 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0074">Anila Solar</a> &#8212; 200MW solar &#9728;&#65039; project in Wilson, TX (ERCOT). Proposed completion changed from July 1, 2026 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0306">Red Top Solar I</a> &#8212; 200MW solar &#9728;&#65039; project in Young, TX (ERCOT). Proposed completion changed from September 29, 2027 to April 12, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0376">Blackcat Storage</a> &#8212; 200MW battery &#128267; project in Matagorda, TX (ERCOT). Proposed completion changed from April 5, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0571">Iron Wolf Solar</a> &#8212; 200MW solar &#9728;&#65039; project in Van Zandt, TX (ERCOT). Proposed completion changed from December 30, 2026 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0066">Accalia Point Solar</a> &#8212; 190MW solar &#9728;&#65039; project in Cameron, TX (ERCOT). Proposed completion changed from May 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0270">Harryoung Solar</a> &#8212; 190MW solar &#9728;&#65039; project in Cameron, TX (ERCOT). Proposed completion changed from May 14, 2027 to May 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0552">HarryoungBESS</a> &#8212; 190MW battery &#128267; project in Cameron, TX (ERCOT). Proposed completion changed from May 14, 2027 to May 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0298">Leighton Solar SLF</a> &#8212; 183MW solar &#9728;&#65039; project in Limestone, TX (ERCOT). Proposed completion changed from October 16, 2026 to April 29, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0452">Longfellow Solar I</a> &#8212; 178MW solar &#9728;&#65039; project in Pecos, TX (ERCOT). IA date added April 14, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0241">Sol Marina Energy Center</a> &#8212; 175MW solar &#9728;&#65039; project in Ellis, TX (ERCOT). IA date added April 24, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0291">Cold Creek Storage 2</a> &#8212; 174MW battery &#128267; project in Schleicher, TX (ERCOT). IA date added April 22, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0414">Flag City Storage SLF</a> &#8212; 169MW battery &#128267; project in Jackson, TX (ERCOT). Proposed completion changed from December 30, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0343">Flag City Solar</a> &#8212; 167MW solar &#9728;&#65039; project in Jackson, TX (ERCOT). Proposed completion changed from December 30, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0493">Crowned Heron BESS 2</a> &#8212; 154MW battery &#128267; project in Fort Bend, TX (ERCOT). Proposed completion changed from July 30, 2025 to March 30, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0077">Quarter Ranch Solar</a> &#8212; 154MW solar &#9728;&#65039; project in Zapata, TX (ERCOT). Proposed completion changed from September 29, 2026 to October 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0253">Whiskey BESS</a> &#8212; 153MW battery &#128267; project in Van Zandt, TX (ERCOT). Proposed completion changed from March 14, 2026 to January 29, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0693">Leon BESS</a> &#8212; 153MW battery &#128267; project in Houston, TX (ERCOT). Proposed completion changed from February 15, 2028 to October 9, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0384">Zorro BESS</a> &#8212; 153MW battery &#128267; project in Van Zandt, TX (ERCOT). Proposed completion changed from August 18, 2026 to April 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0207">El Patrimonio Solar</a> &#8212; 152MW solar &#9728;&#65039; project in Bexar, TX (ERCOT). Proposed completion changed from September 22, 2026 to April 28, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0281">Pink Solar</a> &#8212; 151MW solar &#9728;&#65039; project in Hunt, TX (ERCOT). IA date added August 29, 2022</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0402">Driet BESS</a> &#8212; 150MW battery &#128267; project in Colorado, TX (ERCOT). Proposed completion changed from May 31, 2026 to October 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0572">Iron Wolf BESS</a> &#8212; 150MW battery &#128267; project in Van Zandt, TX (ERCOT). Proposed completion changed from March 1, 2027 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-29inr0077">Fluvanna Max Solar</a> &#8212; 150MW solar &#9728;&#65039; project in Scurry, TX (ERCOT). Proposed completion changed from September 27, 2028 to September 13, 2029</p><p><a href="https://www.interconnection.fyi/project/pjm-ae1-108">Riverstone Solar</a> &#8212; 149MW solar &#9728;&#65039; project in Buckingham County, VA (PJM). Proposed completion changed from August 29, 2026 to October 29, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0240">La Casa Wind</a> &#8212; 148MW wind &#128168; project in Stephens, TX (ERCOT). Proposed completion changed from June 29, 2025 to March 14, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0288">Rain Lily Solar 1</a> &#8212; 147MW solar &#9728;&#65039; project in Hood, TX (ERCOT). Proposed completion changed from October 14, 2027 to October 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0205">Wensowitch Solar</a> &#8212; 146MW solar &#9728;&#65039; project in Navarro, TX (ERCOT). Proposed completion changed from September 22, 2027 to March 27, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0342">Brizo BESS</a> &#8212; 140MW battery &#128267; project in Victoria, TX (ERCOT). IA date added March 26, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0523">Demeter Storage 2</a> &#8212; 138MW battery &#128267; project in Caldwell, TX (ERCOT). Proposed completion changed from December 30, 2026 to May 31, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0688">Giga Texas Data Center</a> &#8212; 133MW battery &#128267; project in Travis, TX (ERCOT). IA date added April 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0391">Jumping Cactus Storage</a> &#8212; 125MW battery &#128267; project in Duval, TX (ERCOT). Proposed completion changed from September 29, 2027 to October 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0321">Rock Island Generating (TEF -Due Diligence)</a> &#8212; 121MW gas &#128293; project in Colorado, TX (ERCOT). IA date added March 16, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0326">Dove Run Solar</a> &#8212; 120MW solar &#9728;&#65039; project in Duval, TX (ERCOT). Proposed completion changed from July 30, 2026 to October 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0109">Sun Cactus Solar</a> &#8212; 120MW solar &#9728;&#65039; project in Duval, TX (ERCOT). Proposed completion changed from August 30, 2026 to October 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0455">Longfellow BESS II</a> &#8212; 105MW battery &#128267; project in Pecos, TX (ERCOT). IA date added April 14, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0285">Rain Lily Storage 1</a> &#8212; 105MW battery &#128267; project in Hood, TX (ERCOT). Proposed completion changed from October 14, 2027 to October 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0302">Carolina Storage Young County</a> &#8212; 104MW battery &#128267; project in Young, TX (ERCOT). Proposed completion changed from September 21, 2027 to July 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0418">Pioneer Path Energy Storage 1</a> &#8212; 103MW battery &#128267; project in Robertson, TX (ERCOT). Proposed completion changed from May 31, 2027 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0423">Pioneer Path Energy Storage 2</a> &#8212; 103MW battery &#128267; project in Robertson, TX (ERCOT). Proposed completion changed from May 31, 2027 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0424">Pioneer Path Energy Storage 3</a> &#8212; 103MW battery &#128267; project in Robertson, TX (ERCOT). Proposed completion changed from May 31, 2027 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0425">Pioneer Path Energy Storage 4</a> &#8212; 103MW battery &#128267; project in Robertson, TX (ERCOT). Proposed completion changed from May 31, 2027 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0426">Prairie Horizon Energy Storage 1</a> &#8212; 103MW battery &#128267; project in Robertson, TX (ERCOT). Proposed completion changed from May 31, 2027 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0427">Prairie Horizon Energy Storage 2</a> &#8212; 103MW battery &#128267; project in Robertson, TX (ERCOT). Proposed completion changed from May 31, 2027 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0428">Prairie Horizon Energy Storage 3</a> &#8212; 103MW battery &#128267; project in Robertson, TX (ERCOT). Proposed completion changed from May 31, 2027 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0429">Prairie Horizon Energy Storage 4</a> &#8212; 103MW battery &#128267; project in Robertson, TX (ERCOT). Proposed completion changed from May 31, 2027 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0519">Roost Energy Storage</a> &#8212; 102MW battery &#128267; project in Scurry, TX (ERCOT). Proposed completion changed from September 14, 2026 to September 12, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-19inr0026">Holstein 2 Solar</a> &#8212; 101MW solar &#9728;&#65039; project in Nolan, TX (ERCOT). Proposed completion changed from April 30, 2027 to April 2, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0200">Paradiso BESS</a> &#8212; 100MW battery &#128267; project in Atascosa, TX (ERCOT). IA date added April 17, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0369">Echols Creek Storage</a> &#8212; 100MW battery &#128267; project in Lamar, TX (ERCOT). Proposed completion changed from December 30, 2026 to October 12, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0129">Demeter Solar</a> &#8212; 88MW solar &#9728;&#65039; project in Caldwell, TX (ERCOT). Proposed completion changed from March 27, 2026 to May 31, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0395">Hinkell BESS</a> &#8212; 78MW battery &#128267; project in La Salle, TX (ERCOT). Proposed completion changed from April 30, 2026 to November 14, 2027</p><p><a href="https://www.interconnection.fyi/project/imperial-irrigation-district-gi-2021-146">92kV P line</a> &#8212; 70MW battery &#128267; project in Imperial County, CA (Imperial Irrigation District). Proposed completion changed from May 31, 2025 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0130">Demeter Storage</a> &#8212; 65MW battery &#128267; project in Caldwell, TX (ERCOT). Proposed completion changed from March 27, 2026 to May 31, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0372">Centennial Solar</a> &#8212; 61MW solar &#9728;&#65039; project in Menard, TX (ERCOT). Proposed completion changed from April 28, 2028 to April 29, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0242">Sol Marina Energy Center BESS</a> &#8212; 57MW battery &#128267; project in Ellis, TX (ERCOT). IA date added April 24, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0453">Longfellow BESS I</a> &#8212; 54MW battery &#128267; project in Pecos, TX (ERCOT). IA date added April 14, 2025</p><p><a href="https://www.interconnection.fyi/project/pjm-ab2-092">Bergen Generating Station</a> &#8212; 51MW gas &#128293; project in Bergen County, NJ (PJM). Proposed completion changed from May 30, 2026 to June 29, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-20inr0238">Voyager Storage</a> &#8212; 50MW battery &#128267; project in Wharton, TX (ERCOT). Proposed completion changed from April 7, 2026 to April 7, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-28inr0202">Fluvanna Max BESS</a> &#8212; 50MW battery &#128267; project in Scurry, TX (ERCOT). Proposed completion changed from September 27, 2028 to September 13, 2029</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-045">Redbud-Gaylord 34.5 kV</a> &#8212; 30MW solar &#9728;&#65039; project in Frederick County, VA (PJM). Proposed completion changed from March 30, 2025 to March 30, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-040">Shands Energy Center</a> &#8212; 15MW battery &#128267; project in Sussex County, VA (PJM). Proposed completion changed from December 30, 2024 to December 30, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0603">Damon BESS 2</a> &#8212; 9MW battery &#128267; project in Brazoria, TX (ERCOT). Proposed completion changed from August 11, 2025 to August 20, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0595">Gears BESS</a> &#8212; 9MW battery &#128267; project in Harris, TX (ERCOT). Proposed completion changed from February 14, 2025 to September 4, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0538">Roadrunner Crossing BESS SLF</a> &#8212; battery &#128267; project in Eastland, TX (ERCOT). IA date added February 17, 2025</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_424,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 424w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_848,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 848w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1272,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1272w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" width="1373" height="1239" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1239,&quot;width&quot;:1373,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:5457294,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/gif&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_424,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 424w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_848,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 848w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1272,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1272w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div>]]></content:encoded></item><item><title><![CDATA[🔌 Interconnection Weekly: Project Updates You Need to Know (4/14/2025 - 4/20/2025)]]></title><description><![CDATA[36 projects moved in the interconnection queues across the country in the past week]]></description><link>https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-168</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-168</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Mon, 21 Apr 2025 15:46:10 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<blockquote><p><strong>Special Note: Looking to buy or sell a project in the interconnection queue? We&#8217;re actively connecting developers with vetted, transaction-ready buyers and sellers at key decision points. Fill out <a href="https://forms.interconnection.fyi/marketplace_seller_onboarding">this short form</a> to get matched with serious players already in the market.</strong></p></blockquote><p>We saw the following updates to U.S. transmission grid interconnection projects. For access to our live dataset, <a href="https://www.interconnection.fyi/data-subscription">contact our sales team here</a>.</p><blockquote><p><a href="https://www.interconnection.fyi/project/caiso-54616">Icarus Solar, Icarus Wind and Solar</a> &#8212; 700MW battery + solar &#128267;&#9728;&#65039; project in Mohave, AZ (CAISO). Proposed completion changed from December 28, 2028 to December 30, 2032</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><blockquote><p><a href="https://www.interconnection.fyi/project/caiso-54558">Nightcap</a> &#8212; 550MW battery + gas &#128267;&#128293; project in Los Angeles County, CA (CAISO). Proposed completion changed from January 31, 2028 to July 31, 2028</p><p><a href="https://www.interconnection.fyi/project/caiso-55012">Chronos Energy Storage</a> &#8212; 500MW battery &#128267; project in San Bernardino, CA (CAISO). Proposed completion changed from December 29, 2028 to November 29, 2031</p><p><a href="https://www.interconnection.fyi/project/caiso-54676">White Oak Solar, Solar 373</a> &#8212; 400MW battery + solar &#128267;&#9728;&#65039; project in Nye, NV (CAISO). Proposed completion changed from December 28, 2028 to December 30, 2029</p><p><a href="https://www.interconnection.fyi/project/pacificorp-c1-44">Burns-Summer Lake transmission line</a> &#8212; 400MW battery + solar &#128267;&#9728;&#65039; project in Lake, OR (PacifiCorp). Proposed completion changed from October 18, 2027 to September 30, 2025</p><p><a href="https://www.interconnection.fyi/project/pacificorp-c1-50">Mercer-Mona #1 transmission line</a> &#8212; 400MW battery + solar &#128267;&#9728;&#65039; project in Utah, UT (PacifiCorp). Proposed completion changed from December 30, 2027 to December 14, 2024</p><p><a href="https://www.interconnection.fyi/project/aeso-p2958">P2958 Hydrogen Canada MPC Load</a> &#8212; 320MW project in Strathcona County, AB (AESO). Proposed completion changed from July 26, 2027 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/aeso-p2707">P2707 Sounding Creek Solar Battery</a> &#8212; 300MW battery + solar &#128267;&#9728;&#65039; project in Special Area No 2, AB (AESO). Proposed completion changed from September 21, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/pacificorp-c1-16">Blackrock substation</a> &#8212; 199MW battery + solar &#128267;&#9728;&#65039; project in Millard, UT (PacifiCorp). Proposed completion changed from December 30, 2027 to December 30, 2025</p><p><a href="https://www.interconnection.fyi/project/pacificorp-c1-37">Pomona-Vantage transmission line</a> &#8212; 199MW battery + solar &#128267;&#9728;&#65039; project in Kittitas, WA (PacifiCorp). Proposed completion changed from November 6, 2025 to December 30, 2024</p><p><a href="https://www.interconnection.fyi/project/pacificorp-c1-54">Mercer-Mona #1 transmission line</a> &#8212; 199MW battery + solar &#128267;&#9728;&#65039; project in Utah, UT (PacifiCorp). Proposed completion changed from December 30, 2027 to October 30, 2024</p><p><a href="https://www.interconnection.fyi/project/pacificorp-c2-141">Walla Walla-Wanapum transmission line</a> &#8212; 199MW battery + solar &#128267;&#9728;&#65039; project in Walla Walla, WA (PacifiCorp). Proposed completion changed from November 30, 2026 to April 19, 2029</p><p><a href="https://www.interconnection.fyi/project/caiso-54873">Saltgrass</a> &#8212; 162MW battery &#128267; project in Stanislaus, CA (CAISO). Proposed completion changed from January 29, 2026 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/aeso-p3078">P3078 Calgary A.I. Centre Load</a> &#8212; 150MW project in Calgary, AB (AESO). Proposed completion changed from January 14, 2029 to January 14, 2030</p><p><a href="https://www.interconnection.fyi/project/caiso-54593">Cowboy, Cowboy Hybrid</a> &#8212; 150MW battery + solar &#128267;&#9728;&#65039; project in Colusa, CA (CAISO). Proposed completion changed from March 31, 2028 to June 29, 2030</p><p><a href="https://www.interconnection.fyi/project/miso-j1914">Rockport-Port calcite 138kV Transmission line</a> &#8212; 150MW solar &#9728;&#65039; project in Presque Isle County, MI (MISO). Proposed completion changed from October 31, 2023 to May 31, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ad2-033">Red Brick Solar</a> &#8212; 130MW solar &#9728;&#65039; project in Lunenburg County, VA (PJM). Proposed completion changed from February 27, 2025 to July 11, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-027">Chester Solar</a> &#8212; 120MW solar &#9728;&#65039; project in Chesterfield County, VA (PJM). Proposed completion changed from June 29, 2025 to March 23, 2026</p><p><a href="https://www.interconnection.fyi/project/caiso-54638">Toland Renewable Energy Park</a> &#8212; 104MW wind &#128168; project in Solano, CA (CAISO). Proposed completion changed from December 30, 2026 to May 29, 2029</p><p><a href="https://www.interconnection.fyi/project/caiso-54598">Mandorla</a> &#8212; 100MW battery + solar &#128267;&#9728;&#65039; project in Tehama, CA (CAISO). Proposed completion changed from March 31, 2028 to June 29, 2030</p><p><a href="https://www.interconnection.fyi/project/pacificorp-c1-27">Grandview substation</a> &#8212; 100MW battery + solar &#128267;&#9728;&#65039; project in Benton, WA (PacifiCorp). Proposed completion changed from December 16, 2026 to December 30, 2023</p><p><a href="https://www.interconnection.fyi/project/pacificorp-c2-175">Roundup substation</a> &#8212; 80MW battery + solar &#128267;&#9728;&#65039; project in Umatilla, OR (PacifiCorp). Proposed completion changed from June 14, 2026 to December 13, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-122">Morrow County Solar II</a> &#8212; 64MW solar &#9728;&#65039; project in Morrow County, OH (PJM). Proposed completion changed from March 30, 2029 to March 30, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-221">Dulles Solar and BESS, Poland Rd-Runway DP 230 kV</a> &#8212; 50MW battery &#128267; project in Loudoun County, VA (PJM). Proposed completion changed from May 31, 2023 to October 30, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ac1-167">Mark Center Solar Project</a> &#8212; 49MW solar &#9728;&#65039; project in Defiance County, OH (PJM). Proposed completion changed from November 29, 2024 to September 29, 2026</p><p><a href="https://www.interconnection.fyi/project/aeso-p3071">P3071 Michichi Creek 802S Contract Change</a> &#8212; 42MW project in Special Area No 2, AB (AESO). Proposed completion changed from May 31, 2027 to May 31, 2025</p><p><a href="https://www.interconnection.fyi/project/aeso-p3084">P3084 Southwest Edmonton Area New POD</a> &#8212; 28MW project in Edmonton, AB (AESO). Proposed completion changed from June 8, 2027 to July 12, 2029</p><p><a href="https://www.interconnection.fyi/project/bpa-l0648">Liberty Gold Mining Project</a> &#8212; 28MW project in Box Elder County, UT (Raft River Rural Electric Cooperative, Inc.). Proposed completion changed from March 24, 2028 to March 24, 2029</p><p><a href="https://www.interconnection.fyi/project/caiso-55022">Redtail Energy Storage</a> &#8212; 22MW battery &#128267; project in Monterey, CA (CAISO). Proposed completion changed from September 30, 2027 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-106">Ellistown Solar &amp; BESS</a> &#8212; 20MW battery + solar &#128267;&#9728;&#65039; project in Bradford County, PA (PJM). Proposed completion changed from May 31, 2023 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-217">Crawford Solar II</a> &#8212; 20MW solar &#9728;&#65039; project in Crawford County, PA (PJM). Proposed completion changed from March 28, 2024 to April 29, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-478">Wilmington Solar Energy Project</a> &#8212; 19MW battery + solar &#128267;&#9728;&#65039; project in Will County, IL (PJM). Proposed completion changed from March 31, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/caiso-40082">Mount Lassen Power Plant</a> &#8212; 10MW biomass &#127807; project in Lassen, CA (CAISO). Proposed completion changed from March 30, 2027 to March 30, 2028</p><p><a href="https://www.interconnection.fyi/project/caiso-55023">Blacktail Energy Storage</a> &#8212; 10MW battery &#128267; project in Monterey, CA (CAISO). Proposed completion changed from September 30, 2027 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/caiso-55053">Raspberry Solar 1</a> &#8212; solar &#9728;&#65039; project in Contra Costa, CA (CAISO). Proposed completion changed from June 30, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/aeso-p3080">P3080 Jumping Pound 271S Contract Change</a> &#8212; -4MW project in Kananaskis Improvement District, AB (AESO). Proposed completion changed from June 30, 2025 to January 31, 2026</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_424,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 424w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_848,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 848w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1272,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1272w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_webp,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" width="1373" height="1239" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1239,&quot;width&quot;:1373,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:5457294,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/gif&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_424,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 424w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_848,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 848w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1272,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1272w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div>]]></content:encoded></item><item><title><![CDATA[🔌 Interconnection Weekly: Project Updates You Need to Know (3/31/2025 - 4/13/2025)]]></title><description><![CDATA[167 projects moved in the interconnection queues across the country in the past 2 weeks]]></description><link>https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-ad5</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-ad5</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Mon, 14 Apr 2025 12:03:17 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<blockquote><p><strong>Special Note: Looking to buy or sell a project in the interconnection queue? We&#8217;re actively connecting developers with vetted, transaction-ready buyers and sellers at key decision points. Fill out <a href="https://forms.interconnection.fyi/marketplace_seller_onboarding">this short form</a> to get matched with serious players already in the market.</strong></p></blockquote><p>We saw the following updates to U.S. transmission grid interconnection projects. For access to our live dataset, <a href="https://www.interconnection.fyi/data-subscription">contact our sales team here</a>.</p><blockquote><p><a href="https://www.interconnection.fyi/project/nyiso-0521">Bull Run II Wind</a> &#8212; 449MW wind &#128168; project in Clinton County, NY (NYISO). Proposed completion changed from November 30, 2026 to April 30, 2028</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><blockquote><p><a href="https://www.interconnection.fyi/project/spp-gen-2024-269">Morris - Moorhead 230kV Line</a> &#8212; 315MW solar &#9728;&#65039; project in Otter Tail County, MN (SPP). Proposed completion changed from November 30, 2029 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2024-042">Tuco - Oklaunion 345 kV Line</a> &#8212; 250MW wind &#128168; project in Floyd County, TX (SPP). Proposed completion changed from December 30, 2029 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2024-064">CPK446 5 161 kV Substation</a> &#8212; 185MW battery + solar &#128267;&#9728;&#65039; project in Dade County, MO (SPP). Proposed completion changed from December 30, 2029 to July 31, 2030</p><p><a href="https://www.interconnection.fyi/project/caiso-1215">RABBITBRUSH SOLAR</a> &#8212; 150MW battery + solar &#128267;&#9728;&#65039; project in Kern, CA (CAISO). Proposed completion changed from September 30, 2024 to March 31, 2025</p><p><a href="https://www.interconnection.fyi/project/pjm-af2-359">Bluestem Solar, Olive-University Park 345 kV</a> &#8212; 125MW solar &#9728;&#65039; project in Laporte County, IN (PJM). Proposed completion changed from December 14, 2023 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-162">Threeforks Energy Storage, Inez 138 kV</a> &#8212; 100MW battery &#128267; project in Martin County, KY (PJM). Proposed completion changed from November 30, 2023 to May 30, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-ad2-074">Waller Solar I</a> &#8212; 86MW solar &#9728;&#65039; project in Lancaster County, VA (PJM). Proposed completion changed from May 30, 2024 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ac1-208">Halifax County Solar</a> &#8212; 80MW solar &#9728;&#65039; project in Halifax County, NC (PJM). Proposed completion changed from December 14, 2023 to August 8, 2026</p><p><a href="https://www.interconnection.fyi/project/florida-power-light-366d">Shoal River - Samson (APC) 230 kV line</a> &#8212; 74MW solar &#9728;&#65039; project in Okaloosa, FL (Florida Power &amp; Light). Proposed completion changed from October 14, 2027 to October 14, 2029</p><p><a href="https://www.interconnection.fyi/project/pjm-ac1-065">Walnut Solar I</a> &#8212; 50MW solar &#9728;&#65039; project in King And Queen County, VA (PJM). Proposed completion changed from December 30, 2023 to July 13, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-042">Waller Solar I</a> &#8212; 45MW solar &#9728;&#65039; project in Lancaster County, VA (PJM). Proposed completion changed from May 30, 2024 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2024-052">Unger - West Bank Tap 138 kV Line</a> &#8212; 42MW battery + solar &#128267;&#9728;&#65039; project in Choctaw County, OK (SPP). Proposed completion changed from June 30, 2027 to January 31, 2029</p><p><a href="https://www.interconnection.fyi/project/pjm-ac2-110">Walnut Solar I</a> &#8212; 20MW solar &#9728;&#65039; project in King And Queen County, VA (PJM). Proposed completion changed from December 30, 2023 to July 13, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ad2-039">Walnut Solar I</a> &#8212; 20MW solar &#9728;&#65039; project in King And Queen County, VA (PJM). Proposed completion changed from December 30, 2023 to July 13, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ae1-004">Walnut Solar I</a> &#8212; 20MW solar &#9728;&#65039; project in King And Queen County, VA (PJM). Proposed completion changed from December 30, 2023 to July 13, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-005">Walnut Solar I</a> &#8212; 20MW solar &#9728;&#65039; project in King And Queen County, VA (PJM). Proposed completion changed from December 30, 2023 to July 13, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-014">Walnut Solar I</a> &#8212; 19MW solar &#9728;&#65039; project in King And Queen County, VA (PJM). Proposed completion changed from March 30, 2025 to July 13, 2026</p><p><a href="https://www.interconnection.fyi/project/nyiso-0930">Astoria BES to 27kV North Queens</a> &#8212; 15MW battery &#128267; project in Queens County, NY (NYISO). Proposed completion changed from November 30, 2025 to February 28, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-197">Morgan Street-Cochranton 34.5 kV</a> &#8212; 15MW solar &#9728;&#65039; project in Crawford County, PA (PJM). Proposed completion changed from May 29, 2025 to March 30, 2026<br><br><a href="https://www.interconnection.fyi/project/ercot-25inr0008">BasRanch (TEF - Due Diligence)</a> &#8212; 1350MW gas &#128293; project in Ward, TX (ERCOT). Proposed completion changed from February 29, 2028 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/idaho-power-570">MPSN 500kV</a> &#8212; 1050MW battery + wind &#128267;&#128168; project in Jerome, ID (Idaho Power Company). Proposed completion changed from May 31, 2025 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/idaho-power-587">MPSN 345kV</a> &#8212; 1050MW battery + wind &#128267;&#128168; project in Jerome, ID (Idaho Power Company). Proposed completion changed from May 31, 2025 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0466">Symphony BESS</a> &#8212; 612MW battery &#128267; project in Austin, TX (ERCOT). Proposed completion changed from May 10, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0089">Crescent C BESS, La Salle ESS</a> &#8212; 508MW battery &#128267; project in La Salle, TX (ERCOT). Proposed completion changed from June 30, 2027 to February 11, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0107">Freedom Falcon BESS</a> &#8212; 501MW battery &#128267; project in Zapata, TX (ERCOT). Proposed completion changed from May 30, 2026 to August 10, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0056">Laurel Wind Energy Center</a> &#8212; 501MW wind &#128168; project in Pecos, TX (ERCOT). IA date added October 24, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0557">McCamey's Castle Battery</a> &#8212; 409MW battery &#128267; project in Upton, TX (ERCOT). IA date added March 19, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0225">Lucy Solar</a> &#8212; 351MW solar &#9728;&#65039; project in Concho, TX (ERCOT). IA date added May 28, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0309">Solace Storage</a> &#8212; 321MW battery &#128267; project in Haskell, TX (ERCOT). IA date added March 20, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0059">Briggs Solar</a> &#8212; 309MW solar &#9728;&#65039; project in Haskell, TX (ERCOT). IA date added March 14, 2025</p><p><a href="https://www.interconnection.fyi/project/miso-j2098">BATTLE CREEK - ONEIDA 345.0kV</a> &#8212; 309MW solar &#9728;&#65039; project in Calhoun County, MI (MISO). Proposed completion changed from March 30, 2025 to January 30, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-19inr0023">Monte Alto 2 Wind</a> &#8212; 307MW wind &#128168; project in Willacy, TX (ERCOT). Proposed completion changed from September 30, 2026 to May 31, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0340">Larkspur Energy Storage</a> &#8212; 307MW battery &#128267; project in Upton, TX (ERCOT). Proposed completion changed from May 4, 2026 to May 4, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0077">Cuchillas BESS</a> &#8212; 306MW battery &#128267; project in Webb, TX (ERCOT). Proposed completion changed from December 26, 2026 to August 31, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0059">Cuchillas Solar</a> &#8212; 305MW solar &#9728;&#65039; project in Webb, TX (ERCOT). Proposed completion changed from April 30, 2026 to August 31, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0274">BRP Parana BESS</a> &#8212; 303MW battery &#128267; project in Guadalupe, TX (ERCOT). Proposed completion changed from November 30, 2025 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0082">Amerada Solar</a> &#8212; 301MW solar &#9728;&#65039; project in Freestone, TX (ERCOT). Proposed completion changed from August 22, 2027 to July 20, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0367">Goat Mountain Wind-Repower</a> &#8212; 301MW wind &#128168; project in Sterling, TX (ERCOT). Proposed completion changed from December 30, 2027 to May 31, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0283">Peregrine Solar</a> &#8212; 301MW solar &#9728;&#65039; project in Goliad, TX (ERCOT). Proposed completion changed from December 29, 2024 to June 30, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0140">Seine BESS</a> &#8212; 301MW battery &#128267; project in Foard, TX (ERCOT). IA date added November 30, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0093">Alila Solar</a> &#8212; 256MW solar &#9728;&#65039; project in San Patricio, TX (ERCOT). Proposed completion changed from May 14, 2026 to May 7, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0218">Greyhound Solar 2</a> &#8212; 252MW solar &#9728;&#65039; project in Ector, TX (ERCOT). Proposed completion changed from May 31, 2027 to November 16, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0330">Clutch City Solar Phase II</a> &#8212; 251MW solar &#9728;&#65039; project in Brazoria, TX (ERCOT). IA date added February 10, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0407">Rock Creek BESS</a> &#8212; 251MW battery &#128267; project in Kendall, TX (ERCOT). Proposed completion changed from November 30, 2026 to November 9, 2027</p><p><a href="https://www.interconnection.fyi/project/caiso-1806">CAPTIVA ENERGY STORAGE</a> &#8212; 250MW battery &#128267; project in Orange, CA (CAISO). Proposed completion changed from July 1, 2025 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0154">Lupinus Solar 2</a> &#8212; 244MW solar &#9728;&#65039; project in Franklin, TX (ERCOT). Proposed completion changed from September 20, 2026 to April 2, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0154">Lupinus Solar 2</a> &#8212; 244MW solar &#9728;&#65039; project in Franklin, TX (ERCOT). IA date added March 3, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0244">Razorbill Solar</a> &#8212; 240MW solar &#9728;&#65039; project in Matagorda, TX (ERCOT). Proposed completion changed from December 14, 2025 to December 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0473">Sepanta Solar</a> &#8212; 217MW solar &#9728;&#65039; project in Nolan, TX (ERCOT). Proposed completion changed from April 19, 2026 to December 31, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-28inr0055">Freestone Battery Storage Project</a> &#8212; 210MW battery &#128267; project in Freestone, TX (ERCOT). Proposed completion changed from April 30, 2027 to December 15, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0077">Anila BESS</a> &#8212; 209MW battery &#128267; project in Wilson, TX (ERCOT). IA date added March 5, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0355">Anatole Renewable Energy Storage</a> &#8212; 207MW battery &#128267; project in Henderson, TX (ERCOT). Proposed completion changed from January 10, 2026 to March 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0421">Aldrin 138 BESS</a> &#8212; 207MW battery &#128267; project in Brazoria, TX (ERCOT). Proposed completion changed from February 28, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0075">BRP Rhine BESS</a> &#8212; 206MW battery &#128267; project in Ward, TX (ERCOT). Proposed completion changed from November 30, 2025 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0500">Shackleford BESS</a> &#8212; 206MW battery &#128267; project in Shackelford, TX (ERCOT). Proposed completion changed from October 30, 2026 to September 22, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0301">Bhalu Storage</a> &#8212; 205MW battery &#128267; project in Howard, TX (ERCOT). Proposed completion changed from March 2, 2027 to May 5, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0358">Castor BESS</a> &#8212; 205MW battery &#128267; project in Brazoria, TX (ERCOT). Proposed completion changed from May 31, 2025 to December 30, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0618">Taylor County Paul Storage</a> &#8212; 205MW battery &#128267; project in Taylor, TX (ERCOT). Proposed completion changed from September 30, 2026 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0303">Erika Solar</a> &#8212; 204MW solar &#9728;&#65039; project in Kaufman, TX (ERCOT). Proposed completion changed from June 30, 2026 to July 23, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0461">Fermata BESS</a> &#8212; 204MW battery &#128267; project in Hunt, TX (ERCOT). Proposed completion changed from December 30, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0088">Nockenut Springs Solar 1</a> &#8212; 203MW solar &#9728;&#65039; project in Guadalupe, TX (ERCOT). IA date added November 16, 2023</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0427">BRP Kabru BESS</a> &#8212; 202MW battery &#128267; project in Andrews, TX (ERCOT). Proposed completion changed from November 30, 2025 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0599">Coda BESS</a> &#8212; 202MW battery &#128267; project in San Patricio, TX (ERCOT). Proposed completion changed from May 10, 2027 to July 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0543">Thomas Cameron BESS</a> &#8212; 201MW battery &#128267; project in Lampasas, TX (ERCOT). IA date added October 29, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0166">Padrino Solar</a> &#8212; 201MW solar &#9728;&#65039; project in Hill, TX (ERCOT). IA date added December 23, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-28inr0024">Padua Grid BESS Unit 3</a> &#8212; 201MW battery &#128267; project in Bexar, TX (ERCOT). IA date added March 6, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0144">Jasper BESS</a> &#8212; 201MW battery &#128267; project in Midland, TX (ERCOT). Proposed completion changed from September 13, 2026 to October 12, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0194">Motif BESS II</a> &#8212; 201MW battery &#128267; project in Bandera, TX (ERCOT). Proposed completion changed from June 30, 2028 to February 18, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0146">Blue Heron BESS</a> &#8212; 201MW battery &#128267; project in Reeves, TX (ERCOT). Proposed completion changed from September 13, 2026 to September 12, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0186">Moonlight Sonata BESS</a> &#8212; 201MW battery &#128267; project in Colorado, TX (ERCOT). Proposed completion changed from December 30, 2026 to November 18, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0074">Anila Solar</a> &#8212; 200MW solar &#9728;&#65039; project in Wilson, TX (ERCOT). IA date added March 5, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0080">Laurel Storage Energy Center</a> &#8212; 200MW battery &#128267; project in Pecos, TX (ERCOT). IA date added October 24, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0422">Waterloo Solar 1</a> &#8212; 200MW solar &#9728;&#65039; project in Bastrop, TX (ERCOT). IA date added September 3, 2024</p><p><a href="https://www.interconnection.fyi/project/caiso-1204">ARATINA SOLAR CENTER 1</a> &#8212; 200MW battery + solar &#128267;&#9728;&#65039; project in San Bernardino, CA (CAISO). Proposed completion changed from November 26, 2025 to May 31, 2026</p><p><a href="https://www.interconnection.fyi/project/caiso-1604">ARATINA SOLAR CENTER 2</a> &#8212; 200MW battery + solar &#128267;&#9728;&#65039; project in Kern, CA (CAISO). Proposed completion changed from October 28, 2025 to June 30, 2026</p><p><a href="https://www.interconnection.fyi/project/miso-j1519">St. Francois to Lutesville 345 kV</a> &#8212; 200MW solar &#9728;&#65039; project in Bollinger County, MO (MISO). Proposed completion changed from August 31, 2024 to November 30, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-28inr0274">Wood Fern Wind</a> &#8212; 197MW wind &#128168; project in Van Zandt, TX (ERCOT). Proposed completion changed from November 30, 2028 to June 6, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-20inr0247">Water Valley Wind Energy</a> &#8212; 180MW wind &#128168; project in Tom Green, TX (ERCOT). IA date added March 16, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0044">Millers Branch Solar II</a> &#8212; 178MW solar &#9728;&#65039; project in Haskell, TX (ERCOT). IA date added June 13, 2021</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0150">Lupinus Solar 1</a> &#8212; 164MW solar &#9728;&#65039; project in Franklin, TX (ERCOT). Proposed completion changed from September 20, 2026 to September 12, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0083">Zeppelin Energy Storage</a> &#8212; 163MW battery &#128267; project in Tom Green, TX (ERCOT). Proposed completion changed from February 15, 2026 to May 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0131">SOSA Storage</a> &#8212; 157MW battery &#128267; project in Madison, TX (ERCOT). Proposed completion changed from March 30, 2026 to September 29, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0616">Blanco County Behrends Storage</a> &#8212; 153MW battery &#128267; project in Blanco, TX (ERCOT). Proposed completion changed from September 30, 2026 to December 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0253">Whiskey BESS</a> &#8212; 153MW battery &#128267; project in Van Zandt, TX (ERCOT). IA date added March 27, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0384">Zorro BESS</a> &#8212; 153MW battery &#128267; project in Van Zandt, TX (ERCOT). Proposed completion changed from December 30, 2025 to August 18, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0384">Zorro BESS</a> &#8212; 153MW battery &#128267; project in Van Zandt, TX (ERCOT). IA date added March 27, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0168">Tejano Storage</a> &#8212; 152MW battery &#128267; project in Victoria, TX (ERCOT). Proposed completion changed from May 31, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0471">McGee Storage</a> &#8212; 151MW battery &#128267; project in Henderson, TX (ERCOT). IA date added December 19, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0222">GOTHAM BESS</a> &#8212; 151MW battery &#128267; project in Nueces, TX (ERCOT). Proposed completion changed from January 22, 2026 to March 16, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0084">Amerada Storage</a> &#8212; 150MW battery &#128267; project in Freestone, TX (ERCOT). Proposed completion changed from August 22, 2027 to July 20, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0235">Austin Bayou Storage I</a> &#8212; 150MW battery &#128267; project in Brazoria, TX (ERCOT). IA date added February 13, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0236">Austin Bayou Storage II</a> &#8212; 150MW battery &#128267; project in Brazoria, TX (ERCOT). IA date added February 13, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0237">Austin Bayou Storage III</a> &#8212; 150MW battery &#128267; project in Brazoria, TX (ERCOT). IA date added February 13, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0219">Mountain Springs BESS</a> &#8212; 150MW battery &#128267; project in Cooke, TX (ERCOT). Proposed completion changed from March 31, 2026 to March 31, 2027</p><p><a href="https://www.interconnection.fyi/project/caiso-1617">LOCKHART SOLAR 2</a> &#8212; 150MW battery + solar &#128267;&#9728;&#65039; project in San Bernardino, CA (CAISO). Proposed completion changed from November 1, 2026 to March 31, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0491">Gunnar BESS</a> &#8212; 150MW battery &#128267; project in Hidalgo, TX (ERCOT). Proposed completion changed from November 30, 2025 to August 30, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0156">Moonstone Solar Project</a> &#8212; 145MW solar &#9728;&#65039; project in Wilson, TX (ERCOT). Proposed completion changed from March 30, 2026 to March 23, 2030</p><p><a href="https://www.interconnection.fyi/project/ercot-19inr0022">Monte Alto I</a> &#8212; 141MW wind &#128168; project in Willacy, TX (ERCOT). Proposed completion changed from September 30, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0289">Skull Creek Solar</a> &#8212; 137MW solar &#9728;&#65039; project in Anderson, TX (ERCOT). Proposed completion changed from September 15, 2026 to May 15, 2027</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1641">Calden 66 kV Substation at the 66 kV bus</a> &#8212; 134MW battery &#128267; project in Los Angeles, CA (CAISO). IA date added July 26, 2021</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0521">Millers Branch Solar III</a> &#8212; 133MW solar &#9728;&#65039; project in Haskell, TX (ERCOT). IA date added June 13, 2021</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0272">Momentum Stout BESS</a> &#8212; 125MW battery &#128267; project in Burnet, TX (ERCOT). Proposed completion changed from April 3, 2026 to September 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0356">Saluga Ranch Storage</a> &#8212; 125MW battery &#128267; project in Dimmit, TX (ERCOT). Proposed completion changed from July 30, 2026 to August 24, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0506">Momentum Bock</a> &#8212; 125MW battery &#128267; project in Lamar, TX (ERCOT). Proposed completion changed from August 28, 2026 to April 19, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-af2-359">Bluestem Solar, Olive-University Park 345 kV</a> &#8212; 125MW solar &#9728;&#65039; project in Laporte County, IN (PJM). Proposed completion changed from December 14, 2023 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0078">Shaw Solar</a> &#8212; 124MW solar &#9728;&#65039; project in Bandera, TX (ERCOT). IA date added February 16, 2023</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0155">Lupinus Storage 2</a> &#8212; 122MW battery &#128267; project in Franklin, TX (ERCOT). Proposed completion changed from September 20, 2026 to April 2, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0155">Lupinus Storage 2</a> &#8212; 122MW battery &#128267; project in Franklin, TX (ERCOT). IA date added March 3, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0202">East West BESS</a> &#8212; 120MW battery &#128267; project in Kerr, TX (ERCOT). IA date added July 11, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0382">Razorbill Storage</a> &#8212; 120MW battery &#128267; project in Matagorda, TX (ERCOT). Proposed completion changed from December 14, 2025 to December 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0392">Riverwalk BESS</a> &#8212; 120MW battery &#128267; project in Bexar, TX (ERCOT). Proposed completion changed from October 30, 2026 to September 30, 2027</p><p><a href="https://www.interconnection.fyi/project/caiso-1764">SAPPHIRE SOLAR</a> &#8212; 117MW battery + solar &#128267;&#9728;&#65039; project in Riverside, CA (CAISO). Proposed completion changed from November 30, 2025 to October 30, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0121">Pioneer Hutt Solar (Alternative POI)</a> &#8212; 116MW solar &#9728;&#65039; project in Midland, TX (ERCOT). Proposed completion changed from December 29, 2026 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0385">Camp Creek Solar SLF</a> &#8212; 110MW solar &#9728;&#65039; project in Robertson, TX (ERCOT). Proposed completion changed from December 15, 2026 to September 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0559">Georgia-Lynn BESS</a> &#8212; 108MW battery &#128267; project in Victoria, TX (ERCOT). Proposed completion changed from November 30, 2026 to February 19, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0537">Comanche Creek generating station</a> &#8212; 107MW gas &#128293; project in Pecos, TX (ERCOT). Proposed completion changed from March 30, 2026 to September 29, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0447">Waterloo BESS 1</a> &#8212; 105MW battery &#128267; project in Bastrop, TX (ERCOT). IA date added September 3, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0214">Burgos Solar</a> &#8212; 105MW solar &#9728;&#65039; project in Milam, TX (ERCOT). Proposed completion changed from September 10, 2026 to November 21, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0550">Carolina Storage Friendswood</a> &#8212; 105MW battery &#128267; project in Brazoria, TX (ERCOT). Proposed completion changed from December 13, 2025 to December 13, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0194">Pequin Energy Storage</a> &#8212; 103MW battery &#128267; project in Brazoria, TX (ERCOT). Proposed completion changed from December 30, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0127">Naduah Solar</a> &#8212; 102MW solar &#9728;&#65039; project in Limestone, TX (ERCOT). Proposed completion changed from June 14, 2026 to October 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0600">Crocus Solar</a> &#8212; 102MW solar &#9728;&#65039; project in Stephens, TX (ERCOT). Proposed completion changed from May 10, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0220">Lamkin Solar</a> &#8212; 101MW solar &#9728;&#65039; project in Comanche, TX (ERCOT). IA date added March 5, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-28inr0295">Margay Energy Storage</a> &#8212; 101MW battery &#128267; project in Brazoria, TX (ERCOT). Proposed completion changed from March 22, 2028 to October 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0216">Venus Mill Storage</a> &#8212; 100MW battery &#128267; project in Ellis, TX (ERCOT). Proposed completion changed from January 19, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0484">Lupinus Solar 3</a> &#8212; 100MW solar &#9728;&#65039; project in Franklin, TX (ERCOT). IA date added March 3, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0142">Sagewood BESS</a> &#8212; 100MW battery &#128267; project in Glasscock, TX (ERCOT). Proposed completion changed from September 13, 2026 to November 12, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-29inr0085">Firefly Fields Solar</a> &#8212; 100MW solar &#9728;&#65039; project in Colorado, TX (ERCOT). Proposed completion changed from September 29, 2029 to September 29, 2028</p><p><a href="https://www.interconnection.fyi/project/idaho-power-718">Moonstone Substation 138kV</a> &#8212; 100MW battery + solar &#128267;&#9728;&#65039; project in Blaine, ID (Idaho Power Company). Proposed completion changed from May 31, 2026 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0106">Payne Battlecreek</a> &#8212; 84MW solar &#9728;&#65039; project in Hill, TX (ERCOT). Proposed completion changed from May 14, 2026 to August 24, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0153">Lupinus Storage 1</a> &#8212; 82MW battery &#128267; project in Franklin, TX (ERCOT). Proposed completion changed from September 20, 2026 to September 12, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0326">Blarney Solar</a> &#8212; 81MW solar &#9728;&#65039; project in Hopkins, TX (ERCOT). IA date added April 21, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0467">Zircon BESS</a> &#8212; 80MW battery &#128267; project in La Salle, TX (ERCOT). Proposed completion changed from December 30, 2026 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/imperial-irrigation-district-gi-2020-139">92kV Coachella Valley Substation</a> &#8212; 80MW biomass + other &#127807;&#128268; project in Riverside County, CA (Imperial Irrigation District). Proposed completion changed from April 30, 2027 to March 31, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ac2-111">Angelina Solar I</a> &#8212; 80MW solar &#9728;&#65039; project in Preble County, OH (PJM). Proposed completion changed from June 30, 2024 to March 31, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0617">Knox County Moore Storage</a> &#8212; 77MW battery &#128267; project in Knox, TX (ERCOT). Proposed completion changed from September 30, 2026 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0058">Briggs Storage</a> &#8212; 70MW battery &#128267; project in Haskell, TX (ERCOT). IA date added March 14, 2025</p><p><a href="https://www.interconnection.fyi/project/caiso-1169">FALLBROOK ENERGY STORAGE</a> &#8212; 69MW battery &#128267; project in San Diego, CA (CAISO). Proposed completion changed from December 9, 2024 to July 14, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0426">LUBIO SOLAR</a> &#8212; 54MW solar &#9728;&#65039; project in Kaufman, TX (ERCOT). Proposed completion changed from January 31, 2026 to September 16, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-326">Wythe County Solar Project</a> &#8212; 52MW battery &#128267; project in Wythe County, VA (PJM). Proposed completion changed from November 30, 2022 to June 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0601">Crocus Storage</a> &#8212; 51MW battery &#128267; project in Stephens, TX (ERCOT). Proposed completion changed from May 10, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0490">Lupinus Storage 3</a> &#8212; 50MW battery &#128267; project in Franklin, TX (ERCOT). IA date added March 3, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0425">MAKALU SOLAR</a> &#8212; 50MW solar &#9728;&#65039; project in Hunt, TX (ERCOT). Proposed completion changed from April 14, 2026 to September 15, 2027</p><p><a href="https://www.interconnection.fyi/project/imperial-irrigation-district-gi-2020-130">161kV L line</a> &#8212; 50MW geothermal &#127755; project in Imperial County, CA (Imperial Irrigation District). Proposed completion changed from August 31, 2030 to August 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0304">Barton Bishop BESS</a> &#8212; 47MW battery &#128267; project in Jack, TX (ERCOT). IA date added March 16, 2024</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1267">Bruin 66 kV Substation at the 66 kV bus</a> &#8212; 46MW battery + solar &#128267;&#9728;&#65039; project in Kern, CA (CAISO). IA date changed from October 12, 2017 to March 23, 2025</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1268">Bruin 66 kV Substation at the 66 kV bus</a> &#8212; 46MW battery + solar &#128267;&#9728;&#65039; project in Kern, CA (CAISO). IA date changed from October 12, 2017 to March 23, 2025</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1706">Francis 66 kV Substation at the 66 kV bus.</a> &#8212; 42MW battery &#128267; project in Los Angeles, CA (CAISO). IA date added February 8, 2023</p><p><a href="https://www.interconnection.fyi/project/imperial-irrigation-district-gi-2023-172">161kV M line</a> &#8212; 39MW battery + solar &#128267;&#9728;&#65039; project in Imperial County, CA (Imperial Irrigation District). Proposed completion changed from April 30, 2025 to September 30, 2026</p><p><a href="https://www.interconnection.fyi/project/imperial-irrigation-district-gi-2023-177">92kV Heber Substation</a> &#8212; 33MW geothermal &#127755; project in Imperial County, CA (Imperial Irrigation District). Proposed completion changed from August 31, 2027 to October 31, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0295">Trinity Hills BESS SLF</a> &#8212; 27MW battery &#128267; project in Archer, TX (ERCOT). Proposed completion changed from April 13, 2026 to November 9, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1736">Calden 66 kV Substation</a> &#8212; 22MW battery &#128267; project in Los Angeles, CA (CAISO). IA date added December 13, 2021</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-131">UN-Kylertown</a> &#8212; 20MW solar &#9728;&#65039; project in Westmoreland County, PA (PJM). Proposed completion changed from October 15, 2025 to February 28, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0527">Hays Energy Unit 3 Repower</a> &#8212; 18MW gas &#128293; project in Hays, TX (ERCOT). Proposed completion changed from August 29, 2025 to March 2, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0586">Hays Energy Unit 2 Repower</a> &#8212; 18MW gas &#128293; project in Hays, TX (ERCOT). Proposed completion changed from August 29, 2025 to March 2, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1701">Wakefield 66 kV bus</a> &#8212; 18MW battery &#128267; project in Ventura, CA (CAISO). IA date added February 22, 2024</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1823">McCoy 33 kV circuit out of Blythe 33 kV Substation</a> &#8212; 14MW solar &#9728;&#65039; project in Riverside, CA (CAISO). IA date added February 21, 2024</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-gfid9081">Fairmont 12 kV % Del Sur 66/12 kV</a> &#8212; 12MW battery + solar &#128267;&#9728;&#65039; project in Los Angeles, CA (CAISO). IA date added March 18, 2025</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1830">Eastwind 12 kV</a> &#8212; 11MW battery + solar &#128267;&#9728;&#65039; project in Los Angeles, CA (CAISO). IA date added August 5, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0645">COYOTE SPRINGS AGR1</a> &#8212; 9MW oil &#9981; project in Reeves, TX (ERCOT). Proposed completion changed from January 7, 2025 to November 25, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0646">SADDLEBACK AGR1</a> &#8212; 9MW oil &#9981; project in Reeves, TX (ERCOT). Proposed completion changed from January 7, 2025 to November 25, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0715">Poteet BESS</a> &#8212; 9MW battery &#128267; project in Atascosa, TX (ERCOT). Proposed completion changed from March 31, 2025 to December 25, 2025</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1921">Topoc 16 kV Circuit out of Landing 66/16 kV Substation</a> &#8212; 8MW battery + solar &#128267;&#9728;&#65039; project in San Bernardino, CA (CAISO). IA date added December 20, 2023</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-gfid9150">Jasmine 12 kV % Quinn 66/12 kV</a> &#8212; 1MW battery + solar &#128267;&#9728;&#65039; project in Kern, CA (CAISO). IA date added March 23, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0423">Camp Creek Storage SLF</a> &#8212; battery &#128267; project in Robertson, TX (ERCOT). Proposed completion changed from December 15, 2026 to September 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0247">Lacy Creek Energy Storage SLF</a> &#8212; battery &#128267; project in Glasscock, TX (ERCOT). Proposed completion changed from June 30, 2026 to June 30, 2027</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" 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srcset="https://substackcdn.com/image/fetch/$s_!5Gl5!,w_424,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 424w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_848,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 848w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1272,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1272w, https://substackcdn.com/image/fetch/$s_!5Gl5!,w_1456,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 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class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div>]]></content:encoded></item><item><title><![CDATA[🔌 Interconnection Weekly: Project Updates You Need to Know (3/17/2025 - 3/30/2025)]]></title><description><![CDATA[27 projects moved in the interconnection queues across the country in the past 2 weeks]]></description><link>https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-014</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-014</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Mon, 31 Mar 2025 16:03:19 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<blockquote><p><strong>Special Note: Looking to buy or sell a project in the interconnection queue? We&#8217;re actively connecting developers with vetted, transaction-ready buyers and sellers at key decision points. Fill out <a href="https://forms.interconnection.fyi/marketplace_seller_onboarding">this short form</a> to get matched with serious players already in the market.</strong></p></blockquote><p>We saw the following updates to U.S. transmission grid interconnection projects. For access to our live dataset, <a href="https://www.interconnection.fyi/data-subscription">contact our sales team here</a>.</p><p><a href="https://www.interconnection.fyi/project/sacramento-municipal-utility-district-20">New switching station near Rancho Seco 230 kV Substation</a> &#8212; 550MW battery + solar &#128267;&#9728;&#65039; project in Sacramento County, CA (Sacramento Municipal Utility District). Proposed completion changed from December 28, 2028 to December 30, 2029</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><blockquote><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-161">Burns 345kV Substation</a> &#8212; 360MW wind &#128168; project in Butler County, KS (SPP). Proposed completion changed from February 28, 2027 to January 30, 2029</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-073">Nashua 161 kV Substation</a> &#8212; 300MW battery &#128267; project in Clay County, MO (SPP). Proposed completion changed from December 30, 2027 to April 30, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-015">Tap of Mingo - Red Willow 345 kV Line</a> &#8212; 270MW solar &#9728;&#65039; project in Decatur County, KS (SPP). Proposed completion changed from December 30, 2025 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/sacramento-municipal-utility-district-12">Q3 new switching station near Cordova 230kV Substation</a> &#8212; 250MW battery + solar &#128267;&#9728;&#65039; project in Sacramento County, CA (Sacramento Municipal Utility District). Proposed completion changed from December 30, 2027 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/sacramento-municipal-utility-district-28">New switching station near Hedge 230 kV Substation</a> &#8212; 250MW battery &#128267; project in Sacramento County, CA (Sacramento Municipal Utility District). Proposed completion changed from September 30, 2027 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-098">Bison 345kV Substation</a> &#8212; 200MW solar &#9728;&#65039; project in Johnston County, OK (SPP). Proposed completion changed from November 30, 2024 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-111">Wilkes 345 kV Substation</a> &#8212; 150MW battery + solar &#128267;&#9728;&#65039; project in Marion County, TX (SPP). Proposed completion changed from September 29, 2026 to March 31, 2027</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2024-088">McCartney 161 kV Substation</a> &#8212; 145MW gas &#128293; project in Greene County, MO (SPP). Proposed completion changed from December 31, 2025 to December 31, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-232">Magley Solar Energy Center</a> &#8212; 135MW solar &#9728;&#65039; project in Adams County, IN (PJM). Proposed completion changed from December 30, 2024 to March 30, 2029</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-104">Brown - South Coleman Junction 138kV line</a> &#8212; 113MW solar &#9728;&#65039; project in Bryan County, OK (SPP). Proposed completion changed from February 1, 2026 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-ac1-043">Greenwood Solar</a> &#8212; 100MW solar &#9728;&#65039; project in Culpeper County, VA (PJM). Proposed completion changed from December 14, 2025 to October 14, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-147">Dulles Solar</a> &#8212; 100MW solar &#9728;&#65039; project in Loudoun County, VA (PJM). Proposed completion changed from December 30, 2023 to October 30, 2026</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-154">Canadian Switch 138 kV Substation</a> &#8212; 100MW battery &#128267; project in Cleveland County, OK (SPP). Proposed completion changed from December 30, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-156">Silver City 138 kV Substation</a> &#8212; 100MW battery &#128267; project in Creek County, OK (SPP). Proposed completion changed from December 30, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-071">Talawanda to Canadian River 138 kV Line Tap</a> &#8212; 90MW solar &#9728;&#65039; project in Pittsburg County, OK (SPP). Proposed completion changed from February 1, 2026 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-ad1-022">Sumac Solar</a> &#8212; 80MW solar &#9728;&#65039; project in Bertie County, NC (PJM). Proposed completion changed from December 30, 2026 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-ae1-129">Strinestown Solar Project</a> &#8212; 79MW solar &#9728;&#65039; project in York County, PA (PJM). Proposed completion changed from December 30, 2024 to January 6, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-211">Dover Solar</a> &#8212; 55MW solar &#9728;&#65039; project in York County, PA (PJM). Proposed completion changed from October 31, 2024 to October 13, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-af2-389">Prairie Refuge Solar, Kenzie Creek-Stone Lake 69 kV</a> &#8212; 50MW solar &#9728;&#65039; project in Cass County, MI (PJM). Proposed completion changed from October 30, 2023 to May 30, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-ad2-076">Concho Solar I</a> &#8212; 49MW solar &#9728;&#65039; project in Queen Annes County, MD (PJM). Proposed completion changed from June 2, 2027 to June 2, 2024</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-306">Scioto Solar</a> &#8212; 30MW solar &#9728;&#65039; project in Hardin County, OH (PJM). Proposed completion changed from December 30, 2028 to December 27, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-212">Harrowgate 1</a> &#8212; 20MW solar &#9728;&#65039; project in Chesterfield County, VA (PJM). Proposed completion changed from March 29, 2025 to June 29, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-057">Dover Solar</a> &#8212; 20MW solar &#9728;&#65039; project in York County, PA (PJM). Proposed completion changed from October 31, 2024 to October 13, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-291">Chester Solar Technology Park</a> &#8212; 20MW solar &#9728;&#65039; project in Chesterfield County, VA (PJM). Proposed completion changed from October 30, 2022 to June 29, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-112">Concho Solar I</a> &#8212; 17MW solar &#9728;&#65039; project in Queen Annes County, MD (PJM). Proposed completion changed from June 2, 2027 to June 2, 2024</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2019-019">Siouxland 69kV</a> &#8212; 15MW gas &#128293; project in Woodbury County, IA (SPP). Proposed completion changed from February 15, 2023 to February 28, 2022</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" 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pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div>]]></content:encoded></item><item><title><![CDATA[🔌 Interconnection Weekly: Project Updates You Need to Know (2/24/2025 - 3/16/2025)]]></title><description><![CDATA[293 projects moved in the interconnection queues across the country in the past 3 weeks]]></description><link>https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-602</link><guid isPermaLink="false">https://newsletter.interconnection.fyi/p/interconnection-weekly-project-updates-602</guid><dc:creator><![CDATA[Interconnection.fyi]]></dc:creator><pubDate>Tue, 18 Mar 2025 11:49:44 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!5Gl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F20f88c59-3644-4a70-9656-20eef59e85a6_1373x1239.gif" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><strong>Special Note: Our team will be at </strong><em><strong>Distributech Dallas 3/24-3/27 - reach out if you&#8217;re attending as well and want to meet!</strong></em></p><p>We saw the following updates to U.S. transmission grid interconnection projects. For access to our live dataset, <a href="https://www.interconnection.fyi/data-subscription">contact our sales team here</a>.</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-003">Vineyard Mid-Atlantic West</a> &#8212; 1321MW offshore wind &#127754;&#65039; project in Nassau County, NY (NYISO). Proposed completion changed from April 30, 2031 to February 29, 2032</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe to get free interconnection project updates weekly and to stay on top of the latest interconnection queue trends.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><blockquote><p><a href="https://www.interconnection.fyi/project/nyiso-c24-021">Bluepoint Wind 1</a> &#8212; 1310MW offshore wind &#127754;&#65039; project in Kings County, NY (NYISO). Proposed completion changed from November 30, 2032 to November 30, 2033</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2024-129">Caney River - Neosho 345 kV Line</a> &#8212; 910MW gas &#128293; project in Labette County, KS (SPP). Proposed completion changed from May 31, 2030 to December 30, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2024-128">Gracemont - Lawton 345 kV Line</a> &#8212; 690MW gas &#128293; project in Caddo County, OK (SPP). Proposed completion changed from December 14, 2029 to December 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-204">Declaration Energy Center</a> &#8212; 550MW battery + solar &#128267;&#9728;&#65039; project in Seneca County, NY (NYISO). Proposed completion changed from November 30, 2029 to November 30, 2032</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-152">Antelope Energy Storage Center</a> &#8212; 500MW battery &#128267; project in Lewis County, NY (NYISO). Proposed completion changed from November 30, 2029 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-233">Shallow Seam BESS</a> &#8212; 400MW battery &#128267; project in Clearfield County, PA (NYISO). Proposed completion changed from November 30, 2026 to February 28, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-245">PA-Hockenberry LLC</a> &#8212; 400MW solar &#9728;&#65039; project in Jefferson County, PA (NYISO). Proposed completion changed from October 31, 2028 to February 28, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-309">Black Cherry BESS</a> &#8212; 400MW battery &#128267; project in Mckean County, PA (NYISO). Proposed completion changed from January 31, 2027 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/salt-river-project-pv-pc-q09">Pinal Central 230 kV</a> &#8212; 400MW battery + solar &#128267;&#9728;&#65039; project in Pinal County, AZ (Salt River Project). Proposed completion changed from December 30, 2023 to April 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-188">Wheelhouse Solar Energy Center</a> &#8212; 350MW battery + solar &#128267;&#9728;&#65039; project in Herkimer County, NY (NYISO). Proposed completion changed from November 30, 2029 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-175">Stargazer I</a> &#8212; 325MW battery + solar &#128267;&#9728;&#65039; project in Mckean County, PA (NYISO). Proposed completion changed from November 30, 2027 to June 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-176">Stargazer II</a> &#8212; 325MW battery + solar &#128267;&#9728;&#65039; project in Mckean County, PA (NYISO). Proposed completion changed from November 30, 2027 to June 30, 2029</p><p><a href="https://www.interconnection.fyi/project/aeso-p2843">P2843 Prairie Lights Power Gas</a> &#8212; 315MW gas &#128293; project in Grande Prairie County, AB (AESO). Proposed completion changed from January 31, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/aeso-p2411">P2411 Northland Power Jurassic MPC Solar Battery</a> &#8212; 301MW battery + solar &#128267;&#9728;&#65039; project in Special Area No 2, AB (AESO). Proposed completion changed from August 31, 2026 to July 14, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-120">Field Day Solar</a> &#8212; 300MW battery + solar &#128267;&#9728;&#65039; project in Oneida County, NY (NYISO). Proposed completion changed from May 31, 2030 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-222">Knickerbocker Energy Storage</a> &#8212; 300MW battery &#128267; project in Rensselaer County, NY (NYISO). Proposed completion changed from May 31, 2030 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-335">PA-Fritz Kiln LLC</a> &#8212; 300MW solar &#9728;&#65039; project in Elk County, PA (NYISO). Proposed completion changed from September 30, 2028 to February 28, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2017-048">Neset 230 kV Substation</a> &#8212; 300MW wind &#128168; project in Williams County, ND (SPP). Proposed completion changed from December 30, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ac2-103">Firelands Wind</a> &#8212; 297MW wind &#128168; project in Erie County, OH (PJM). Proposed completion changed from December 30, 2023 to June 6, 2025</p><p><a href="https://www.interconnection.fyi/project/nyiso-0783">South Ripley Solar and BESS</a> &#8212; 270MW battery + solar &#128267;&#9728;&#65039; project in Chautauqua County, NY (NYISO). Proposed completion changed from December 31, 2026 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-165">KCE NY 38</a> &#8212; 250MW battery &#128267; project in Columbia County, NY (NYISO). Proposed completion changed from December 31, 2028 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-363">Town Line Solar CSR Phase I</a> &#8212; 240MW battery + solar &#128267;&#9728;&#65039; project in Sullivan County, NY (NYISO). Proposed completion changed from November 30, 2027 to April 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-364">Erie Canal BESS</a> &#8212; 230MW battery &#128267; project in Niagara County, NY (NYISO). Proposed completion changed from November 30, 2027 to January 31, 2029</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2017-040">Canadian River-Muskogee and Muskogee-Seminole 345kV</a> &#8212; 200MW solar &#9728;&#65039; project in Ochiltree County, TX (SPP). Proposed completion changed from December 30, 2025 to December 30, 2026</p><p><a href="https://www.interconnection.fyi/project/nyiso-0883">Garnet Energy Center</a> &#8212; 200MW solar &#9728;&#65039; project in Cayuga County, NY (NYISO). Proposed completion changed from October 31, 2025 to March 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-048">BPP NY Lansing BESS I</a> &#8212; 200MW battery &#128267; project in Tompkins County, NY (NYISO). Proposed completion changed from November 30, 2026 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-205">Wheelhouse Energy Storage</a> &#8212; 200MW battery &#128267; project in Schoharie County, NY (NYISO). Proposed completion changed from November 30, 2029 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-214">Pleasant Prairie Solar Energy Center</a> &#8212; 200MW solar &#9728;&#65039; project in Franklin County, OH (PJM). Proposed completion changed from March 29, 2026 to March 29, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-091">BPP NY Somerset BESS I LLC</a> &#8212; 199MW battery &#128267; project in Niagara County, NY (NYISO). Proposed completion changed from February 28, 2027 to July 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-044">Honey Bee Battery Storage, LLC</a> &#8212; 199MW battery &#128267; project in Rensselaer County, NY (NYISO). Proposed completion changed from April 30, 2028 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-121">Beacon Harbor Solar</a> &#8212; 195MW battery + solar &#128267;&#9728;&#65039; project in Jefferson County, NY (NYISO). Proposed completion changed from May 31, 2030 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-026">Taproot Solar</a> &#8212; 185MW solar &#9728;&#65039; project in Montgomery County, NY (NYISO). Proposed completion changed from June 30, 2029 to June 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-0710">Horseshoe Solar</a> &#8212; 180MW solar &#9728;&#65039; project in Livingston County, NY (NYISO). Proposed completion changed from November 30, 2025 to April 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-131">Elevate Arthur Kill II</a> &#8212; 180MW battery &#128267; project in Richmond County, NY (NYISO). Proposed completion changed from May 31, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-097">Basecamp BESS</a> &#8212; 170MW battery &#128267; project in Chautauqua County, NY (NYISO). Proposed completion changed from November 30, 2027 to January 31, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-202">Brusselville Solar Energy Center</a> &#8212; 170MW battery + solar &#128267;&#9728;&#65039; project in Genesee County, NY (NYISO). Proposed completion changed from November 30, 2029 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-016">Salt Rush Wind Energy</a> &#8212; 150MW wind &#128168; project in Wyoming County, NY (NYISO). Proposed completion changed from October 31, 2029 to October 31, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-032">Oakdale Battery Storage LLC</a> &#8212; 150MW battery &#128267; project in Broome, NY (NYISO). Proposed completion changed from April 30, 2028 to July 31, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-047">Lincoln Park DG, LLC</a> &#8212; 150MW battery &#128267; project in Ulster County, NY (NYISO). Proposed completion changed from April 30, 2028 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-098">Farmhouse BESS</a> &#8212; 150MW battery &#128267; project in Orange County, NY (NYISO). Proposed completion changed from November 30, 2027 to May 31, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-115">Iris Bloom Solar</a> &#8212; 150MW battery + solar &#128267;&#9728;&#65039; project in Chautauqua County, NY (NYISO). Proposed completion changed from May 31, 2030 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-167">KCE NY 37</a> &#8212; 150MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from December 31, 2028 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-178">Gowanus Energy Storage</a> &#8212; 150MW battery &#128267; project in Kings County, NY (NYISO). Proposed completion changed from May 31, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-179">Silverline Energy Center</a> &#8212; 150MW battery + solar &#128267;&#9728;&#65039; project in Tompkins County, NY (NYISO). Proposed completion changed from November 30, 2029 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-217">Bay Breeze solar</a> &#8212; 150MW solar &#9728;&#65039; project in Jefferson County, NY (NYISO). Proposed completion changed from June 30, 2030 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-292">Loganberry Energy Storage, LLC</a> &#8212; 150MW battery &#128267; project in Chautauqua County, NY (NYISO). Proposed completion changed from April 30, 2028 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-362">Amsterdam Solar</a> &#8212; 150MW solar &#9728;&#65039; project in Montgomery County, NY (NYISO). Proposed completion changed from November 30, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-ad2-067">Harvey Solar I</a> &#8212; 150MW solar &#9728;&#65039; project in Licking County, OH (PJM). Proposed completion changed from March 31, 2029 to January 14, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-0801">Prattsburgh Wind Farm</a> &#8212; 147MW wind &#128168; project in Steuben County, NY (NYISO). Proposed completion changed from November 30, 2025 to August 31, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-162">Ramadi Utility Storage</a> &#8212; 140MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from April 30, 2027 to March 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-064">Fraser Energy Storage</a> &#8212; 135MW battery &#128267; project in Delaware County, NY (NYISO). Proposed completion changed from September 30, 2028 to October 31, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-138">Marathon BESS</a> &#8212; 135MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from September 30, 2029 to January 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-080">Greenwood Heights Energy Storage</a> &#8212; 130MW battery &#128267; project in Kings County, NY (NYISO). Proposed completion changed from November 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-081">Port Morris Energy Storage</a> &#8212; 130MW battery &#128267; project in Bronx, NY (NYISO). Proposed completion changed from November 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-132">Cross County Energy Storage</a> &#8212; 130MW battery &#128267; project in Westchester County, NY (NYISO). Proposed completion changed from May 31, 2028 to January 31, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-361">Cherry Valley Solar</a> &#8212; 125MW solar &#9728;&#65039; project in Montgomery County, NY (NYISO). Proposed completion changed from November 30, 2028 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-130">Elevate Bethlehem</a> &#8212; 120MW battery &#128267; project in Albany, NY (NYISO). Proposed completion changed from May 31, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-207">Trelina Energy Storage</a> &#8212; 120MW battery &#128267; project in Seneca County, NY (NYISO). Proposed completion changed from November 30, 2029 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/aeso-p2593">P2593 AECG Forty Mile Wind Phase 2</a> &#8212; 118MW wind &#128168; project in Cypress County, AB (AESO). Proposed completion changed from August 31, 2025 to January 30, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-0706">High Bridge Wind</a> &#8212; 100MW wind &#128168; project in Chenango County, NY (NYISO). Proposed completion changed from January 31, 2025 to October 31, 2026</p><p><a href="https://www.interconnection.fyi/project/nyiso-0880">Brookside Solar</a> &#8212; 100MW solar &#9728;&#65039; project in Franklin County, NY (NYISO). Proposed completion changed from May 31, 2027 to April 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-031">Crossbuck Energy Storage, LLC</a> &#8212; 100MW battery &#128267; project in Greene County, NY (NYISO). Proposed completion changed from April 30, 2028 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-049">North Catskill DG LLC</a> &#8212; 100MW battery &#128267; project in Greene County, NY (NYISO). Proposed completion changed from April 30, 2028 to November 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-104">Horseblock Energy Storage</a> &#8212; 100MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from May 31, 2029 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-109">Falls Park Energy Storage</a> &#8212; 100MW battery &#128267; project in Columbia County, NY (NYISO). Proposed completion changed from May 31, 2030 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-155">Zenobe Stockton LLC</a> &#8212; 100MW battery &#128267; project in Chautauqua County, NY (NYISO). Proposed completion changed from December 31, 2028 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-173">KCE NY 34</a> &#8212; 100MW battery &#128267; project in Ulster County, NY (NYISO). Proposed completion changed from November 30, 2028 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-191">Zenobe Rotterdam LLC</a> &#8212; 100MW battery &#128267; project in Schenectady County, NY (NYISO). Proposed completion changed from December 31, 2028 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-238">Zenobe Burns LLC</a> &#8212; 100MW battery &#128267; project in Allegany, NY (NYISO). Proposed completion changed from December 31, 2028 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-263">Jefferson Energy Storage</a> &#8212; 100MW battery &#128267; project in Lewis County, NY (NYISO). Proposed completion changed from June 30, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-294">Birch-Whistler</a> &#8212; 100MW wind &#128168; project in Delaware County, NY (NYISO). Proposed completion changed from November 30, 2030 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-357">Glove City Solar</a> &#8212; 100MW solar &#9728;&#65039; project in Montgomery County, NY (NYISO). Proposed completion changed from November 30, 2028 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/salt-river-project-pv-pc-q07-1">Pinal Central 230 kV</a> &#8212; 100MW solar &#9728;&#65039; project in Pinal County, AZ (Salt River Project). Proposed completion changed from March 31, 2022 to November 29, 2020</p><p><a href="https://www.interconnection.fyi/project/salt-river-project-pv-pc-q07-2">Pinal Central 230 kV</a> &#8212; 100MW solar &#9728;&#65039; project in Pinal County, AZ (Salt River Project). Proposed completion changed from December 8, 2022 to March 31, 2022</p><p><a href="https://www.interconnection.fyi/project/salt-river-project-pv-pc-q07-3">Pinal Central 230 kV</a> &#8212; 100MW solar &#9728;&#65039; project in Pinal County, AZ (Salt River Project). Proposed completion changed from November 29, 2020 to December 8, 2022</p><p><a href="https://www.interconnection.fyi/project/salt-river-project-srp-q44-1">Vah-Ki 230 kV</a> &#8212; 100MW solar &#9728;&#65039; project in Pinal County, AZ (Salt River Project). Proposed completion changed from December 30, 2023 to December 30, 2020</p><p><a href="https://www.interconnection.fyi/project/salt-river-project-srp-q44-2">Vah-Ki 230 kV</a> &#8212; 100MW battery &#128267; project in Pinal County, AZ (Salt River Project). Proposed completion changed from December 30, 2020 to December 30, 2023</p><p><a href="https://www.interconnection.fyi/project/tristate-generation-transmission-gi-tc-2024-18">Lost Canyon 115kV Substation</a> &#8212; 100MW battery &#128267; project in Montezuma County, CO (Tri-State Generation and Transmission Association). Proposed completion changed from December 30, 2027 to May 30, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-236">Champlain Solar</a> &#8212; 90MW solar &#9728;&#65039; project in Washington County, NY (NYISO). Proposed completion changed from November 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-331">Hell Gate Energy Storage</a> &#8212; 90MW battery &#128267; project in Bronx, NY (NYISO). Proposed completion changed from November 30, 2030 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/aeso-p2334">P2334 TCE Saddlebrook Solar Storage</a> &#8212; 87MW battery + solar &#128267;&#9728;&#65039; project in Foothills County, AB (AESO). Proposed completion changed from September 30, 2025 to October 31, 2027</p><p><a href="https://www.interconnection.fyi/project/aeso-p2256">P2256 ATCO Poplar Hill Load</a> &#8212; 87MW project in Grande Prairie County, AB (AESO). Proposed completion changed from May 18, 2026 to May 24, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-184">Tabletop Solar</a> &#8212; 80MW solar &#9728;&#65039; project in Montgomery County, NY (NYISO). Proposed completion changed from November 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-248">Dove Energy Storage</a> &#8212; 79MW battery &#128267; project in Montgomery County, NY (NYISO). Proposed completion changed from June 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-256">Springer Storage</a> &#8212; 79MW battery &#128267; project in Washington County, NY (NYISO). Proposed completion changed from June 30, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-268">Arnold Energy Storage</a> &#8212; 79MW battery &#128267; project in St Lawrence County, NY (NYISO). Proposed completion changed from June 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-270">Bassett Energy Storage</a> &#8212; 79MW battery &#128267; project in Steuben County, NY (NYISO). Proposed completion changed from June 30, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-0720">Trelina Solar Energy Center</a> &#8212; 79MW solar &#9728;&#65039; project in Seneca County, NY (NYISO). Proposed completion changed from December 31, 2024 to March 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-169">Endurance</a> &#8212; 75MW battery &#128267; project in Nassau County, NY (NYISO). Proposed completion changed from September 30, 2029 to January 31, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-414">BR Solar Sheriff 1, Mississinewa 138 kV</a> &#8212; 75MW battery + solar &#128267;&#9728;&#65039; project in Grant County, IN (PJM). Proposed completion changed from June 29, 2023 to April 19, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-1117">CLIES 70MW</a> &#8212; 70MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from November 30, 2026 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-234">Zulu BESS</a> &#8212; 70MW battery &#128267; project in Orange County, NY (NYISO). Proposed completion changed from November 30, 2027 to January 31, 2029</p><p><a href="https://www.interconnection.fyi/project/aeso-p2300">P2300 Enterprise MPC Solar</a> &#8212; 66MW solar &#9728;&#65039; project in Willow Creek No 26, AB (AESO). Proposed completion changed from July 9, 2025 to March 30, 2026</p><p><a href="https://www.interconnection.fyi/project/nyiso-1257">Edwards Calverton Battery Storage</a> &#8212; 60MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from February 28, 2025 to February 28, 2026</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-010">KCE NY 21</a> &#8212; 60MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from December 31, 2027 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-023">KCE NY 26</a> &#8212; 60MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from December 31, 2027 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-125">Town Line Solar Phase II</a> &#8212; 60MW battery + solar &#128267;&#9728;&#65039; project in Sullivan County, NY (NYISO). Proposed completion changed from November 30, 2027 to April 30, 2030</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-137">Gillie Brook</a> &#8212; 60MW solar &#9728;&#65039; project in Onondaga County, NY (NYISO). Proposed completion changed from March 31, 2030 to March 31, 2029</p><p><a href="https://www.interconnection.fyi/project/idaho-power-753">Milner Substation</a> &#8212; 59MW hydro &#128167; project in Twin Falls, ID (Idaho Power Company). IA date added March 8, 2025</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-312">St. Regis</a> &#8212; 58MW battery + solar &#128267;&#9728;&#65039; project in St Lawrence County, NY (NYISO). Proposed completion changed from April 30, 2028 to May 31, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-0835">Luyster Creek Energy Storage 1</a> &#8212; 57MW battery &#128267; project in Queens County, NY (NYISO). Proposed completion changed from April 30, 2026 to December 31, 2026</p><p><a href="https://www.interconnection.fyi/project/nyiso-0617">Watkins Glen Solar</a> &#8212; 50MW solar &#9728;&#65039; project in Schuyler County, NY (NYISO). Proposed completion changed from December 31, 2024 to March 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-008">KCE NY 30</a> &#8212; 50MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from September 30, 2027 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-092">Scio Solar Facility</a> &#8212; 50MW battery + solar &#128267;&#9728;&#65039; project in Allegany, NY (NYISO). Proposed completion changed from August 31, 2027 to August 31, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-154">Sandlot IFB</a> &#8212; 50MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from September 30, 2029 to January 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-158">KCE NY 27</a> &#8212; 50MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from December 31, 2027 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-273">Glenwood Power Station Battery Energy Storage System (BESS)</a> &#8212; 50MW battery &#128267; project in Nassau County, NY (NYISO). Proposed completion changed from November 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-280">? Wading River Power Station Battery Energy Storage System (BESS), Wading River Power Station Battery Energy Storage System (BESS)</a> &#8212; 50MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from November 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-344">Deerpark Energy Storage</a> &#8212; 50MW battery &#128267; project in Orange County, NY (NYISO). Proposed completion changed from September 30, 2027 to May 31, 2029</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-275">Pleasant Prairie Solar Energy Center</a> &#8212; 50MW solar &#9728;&#65039; project in Franklin County, OH (PJM). Proposed completion changed from December 30, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-af2-440">Palomino Solar, Hillsboro-Middleboro 138 kV</a> &#8212; 50MW solar &#9728;&#65039; project in Highland County, OH (PJM). Proposed completion changed from December 30, 2023 to August 14, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-333">Pouch Energy Storage System</a> &#8212; 47MW battery &#128267; project in Kings County, NY (NYISO). Proposed completion changed from November 30, 2030 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-164">KCE NY 28</a> &#8212; 45MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from December 31, 2028 to November 30, 2029</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-265">Bethpage Battery Storage Project</a> &#8212; 44MW battery &#128267; project in Nassau County, NY (NYISO). Proposed completion changed from March 31, 2026 to April 30, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-1254">Barrett Hempstead Battery Storage</a> &#8212; 40MW battery &#128267; project in Nassau County, NY (NYISO). Proposed completion changed from February 28, 2025 to February 28, 2026</p><p><a href="https://www.interconnection.fyi/project/pjm-ad1-013">Rochelle Solar</a> &#8212; 40MW solar &#9728;&#65039; project in Ogle County, IL (PJM). Proposed completion changed from March 31, 2026 to May 26, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-274">? Southampton Power Station Battery Energy Storage System (BESS), Southampton Power Station Battery Energy Storage System (BESS)</a> &#8212; 31MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from November 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-235">Champlain Solar Uprate</a> &#8212; 30MW solar &#9728;&#65039; project in Washington County, NY (NYISO). Proposed completion changed from November 30, 2027 to November 30, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-c24-090">Cuba Solar Facility</a> &#8212; 22MW battery + solar &#128267;&#9728;&#65039; project in Allegany, NY (NYISO). Proposed completion changed from August 31, 2027 to October 31, 2028</p><p><a href="https://www.interconnection.fyi/project/aeso-p2763">P2763 Hand Hills Battery</a> &#8212; 20MW battery &#128267; project in Special Area No 2, AB (AESO). Proposed completion changed from September 6, 2026 to August 14, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-0575">Little Pond Solar</a> &#8212; 20MW solar &#9728;&#65039; project in Orange County, NY (NYISO). Proposed completion changed from December 31, 2024 to August 31, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-0734">Ticonderoga Solar</a> &#8212; 20MW solar &#9728;&#65039; project in Essex County, NY (NYISO). Proposed completion changed from February 28, 2025 to November 30, 2026</p><p><a href="https://www.interconnection.fyi/project/nyiso-0744">Magruder BESS</a> &#8212; 20MW battery &#128267; project in Ulster County, NY (NYISO). Proposed completion changed from December 31, 2024 to March 31, 2028</p><p><a href="https://www.interconnection.fyi/project/nyiso-0843">NY37 Solar</a> &#8212; 20MW solar &#9728;&#65039; project in Jefferson County, NY (NYISO). Proposed completion changed from October 31, 2025 to November 30, 2026</p><p><a href="https://www.interconnection.fyi/project/nyiso-1113">CLIES 20 MW</a> &#8212; 20MW battery &#128267; project in Suffolk County, NY (NYISO). Proposed completion changed from November 30, 2025 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-af2-384">Brunot Island, Brunot Island 138 kV</a> &#8212; 20MW battery + solar &#128267;&#9728;&#65039; project in Allegheny County, PA (PJM). Proposed completion changed from November 30, 2023 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/nyiso-0590">Scipio Solar</a> &#8212; 18MW solar &#9728;&#65039; project in Cayuga County, NY (NYISO). Proposed completion changed from November 30, 2024 to November 30, 2026</p><p><a href="https://www.interconnection.fyi/project/aeso-p2335">P2335 Fortis Vulcan 255S DER Solar</a> &#8212; 12MW solar &#9728;&#65039; project in Willow Creek No 26, AB (AESO). Proposed completion changed from August 29, 2025 to March 30, 2026</p><p><a href="https://www.interconnection.fyi/project/aeso-p2369">P2369 ATCO Anderson 801S DER Solar</a> &#8212; 12MW solar &#9728;&#65039; project in Special Area No 2, AB (AESO). Proposed completion changed from July 31, 2025 to April 30, 2026</p><p><a href="https://www.interconnection.fyi/project/isone-1149">Battery addition</a> &#8212; 6MW battery + hydro &#128267;&#128167; project in Franklin County, MA (ISO-NE). Proposed completion changed from August 16, 2025 to March 18, 2027</p><p><a href="https://www.interconnection.fyi/project/aeso-p2925">P2925 Michichi Creek 802S DER Battery</a> &#8212; battery &#128267; project in Special Area No 2, AB (AESO). Proposed completion changed from May 14, 2025 to March 29, 2026<br><a href="https://www.interconnection.fyi/project/ercot-17inr0010">FGE Texas 2 Gas</a> &#8212; 742MW gas &#128293; project in Mitchell, TX (ERCOT). IA date added June 1, 2015</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0344">Lunis Creek Solar SLF</a> &#8212; 617MW solar &#9728;&#65039; project in Jackson, TX (ERCOT). Proposed completion changed from December 30, 2026 to August 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0345">Elmax Power Station (TEF- Due Diligence)</a> &#8212; 518MW gas &#128293; project in Harris, TX (ERCOT). IA date added February 2, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0188">Tehuacana Creek Solar SLF</a> &#8212; 505MW solar &#9728;&#65039; project in Navarro, TX (ERCOT). IA date added November 24, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0410">NRG Greens Bayou 6</a> &#8212; 445MW gas &#128293; project in Harris, TX (ERCOT). IA date added February 6, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-28inr0105">Vast Sands Power I (TEF -Due Diligence)</a> &#8212; 440MW gas &#128293; project in Ward, TX (ERCOT). Proposed completion changed from May 31, 2028 to November 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-28inr0109">Vast Sands Power II</a> &#8212; 440MW gas &#128293; project in Ward, TX (ERCOT). Proposed completion changed from July 31, 2028 to January 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0500">Claire BESS</a> &#8212; 406MW battery &#128267; project in Harris, TX (ERCOT). Proposed completion changed from November 29, 2026 to December 16, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0431">Big Rooter West Solar SLF</a> &#8212; 403MW solar &#9728;&#65039; project in Robertson, TX (ERCOT). Proposed completion changed from December 30, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0431">Big Rooter West Solar SLF</a> &#8212; 403MW solar &#9728;&#65039; project in Robertson, TX (ERCOT). IA date added February 17, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0441">Bug Tussle Wind Project</a> &#8212; 396MW wind &#128168; project in Lamar, TX (ERCOT). Proposed completion changed from September 13, 2026 to August 22, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0057">Sombrero Solar</a> &#8212; 351MW solar &#9728;&#65039; project in Schleicher, TX (ERCOT). Proposed completion changed from May 30, 2026 to May 30, 2028</p><p><a href="https://www.interconnection.fyi/project/isone-1193">Battery Storage</a> &#8212; 325MW battery &#128267; project in Windham County, CT (ISO-NE). Proposed completion changed from December 31, 2025 to May 11, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0004">Dundee North Wind</a> &#8212; 307MW wind &#128168; project in Wilbarger, TX (ERCOT). IA date added February 20, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0612">Clay County Yang Storage</a> &#8212; 307MW battery &#128267; project in Clay, TX (ERCOT). Proposed completion changed from September 30, 2026 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0005">Dundee South A Wind</a> &#8212; 307MW wind &#128168; project in Baylor, TX (ERCOT). IA date added February 20, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-16inr0085">Priddy Wind</a> &#8212; 302MW wind &#128168; project in Mills, TX (ERCOT). Proposed completion changed from June 27, 2024 to December 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0007">Felix East Solar</a> &#8212; 301MW solar &#9728;&#65039; project in Wilbarger, TX (ERCOT). IA date added February 20, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0118">Grapefruit Solar</a> &#8212; 301MW solar &#9728;&#65039; project in Hidalgo, TX (ERCOT). Proposed completion changed from December 29, 2027 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0297">RIVERBEND SOLAR SLF</a> &#8212; 301MW solar &#9728;&#65039; project in Falls, TX (ERCOT). Proposed completion changed from September 27, 2026 to June 29, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0011">Dundee South B Wind</a> &#8212; 300MW wind &#128168; project in Baylor, TX (ERCOT). IA date added February 20, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-19inr0100">Prairie Hill Wind</a> &#8212; 300MW wind &#128168; project in Mclennan, TX (ERCOT). Proposed completion changed from December 30, 2024 to December 30, 2025</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-013">Tap of Neosho - LaCygne 345 kV Line</a> &#8212; 300MW solar &#9728;&#65039; project in Bourbon County, KS (SPP). Proposed completion changed from December 30, 2025 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-139">Pirkey 345kV Substation</a> &#8212; 300MW battery &#128267; project in Harrison County, TX (SPP). Proposed completion changed from December 30, 2027 to December 30, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-016">Woodward 345kV Substation</a> &#8212; 288MW solar &#9728;&#65039; project in Woodward County, OK (SPP). Proposed completion changed from December 30, 2025 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0350">Sandow Solar</a> &#8212; 287MW solar &#9728;&#65039; project in Milam, TX (ERCOT). Proposed completion changed from September 20, 2026 to April 1, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0263">Monarch Creek Wind</a> &#8212; 287MW wind &#128168; project in Throckmorton, TX (ERCOT). Proposed completion changed from December 30, 2026 to June 29, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0363">Emerald Hill Energy Storage</a> &#8212; 261MW battery &#128267; project in Dallas, TX (ERCOT). Proposed completion changed from September 13, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0356">Cibeles Solar</a> &#8212; 251MW solar &#9728;&#65039; project in Mclennan, TX (ERCOT). IA date added February 24, 2025</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-083">Judson Substation 345 kV</a> &#8212; 250MW gas &#128293; project in Williams County, ND (SPP). Proposed completion changed from January 31, 2025 to August 14, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0324">Misty Hollow BESS</a> &#8212; 245MW battery &#128267; project in Grimes, TX (ERCOT). Proposed completion changed from November 30, 2026 to July 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0386">Diaz BESS</a> &#8212; 241MW battery &#128267; project in Cameron, TX (ERCOT). Proposed completion changed from August 31, 2025 to November 17, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0493">PHOTON SOLAR 1 2 SLF</a> &#8212; 235MW solar &#9728;&#65039; project in Wharton, TX (ERCOT). Proposed completion changed from December 30, 2025 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0287">Rockridge Solar Project</a> &#8212; 221MW solar &#9728;&#65039; project in Guadalupe, TX (ERCOT). Proposed completion changed from November 14, 2025 to April 2, 2027</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-176">Northeastern - Delaware 345 kV transmission line</a> &#8212; 215MW wind &#128168; project in Nowata County, OK (SPP). Proposed completion changed from October 30, 2026 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0334">Liberty Senate Energy Storage 1</a> &#8212; 207MW battery &#128267; project in Jack, TX (ERCOT). Proposed completion changed from October 26, 2025 to October 26, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0487">Anglin BESS</a> &#8212; 206MW battery &#128267; project in Tarrant, TX (ERCOT). Proposed completion changed from October 30, 2026 to September 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0614">Bell County Leifester Storage</a> &#8212; 205MW battery &#128267; project in Bell, TX (ERCOT). Proposed completion changed from September 30, 2026 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0243">Brookview Road BESS</a> &#8212; 203MW battery &#128267; project in Harris, TX (ERCOT). IA date added January 31, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0127">Bigway Solar I</a> &#8212; 203MW solar &#9728;&#65039; project in King, TX (ERCOT). IA date added February 14, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0128">Bigway Solar II</a> &#8212; 203MW solar &#9728;&#65039; project in King, TX (ERCOT). IA date added February 14, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0598">Tennuto BESS</a> &#8212; 202MW battery &#128267; project in Cooke, TX (ERCOT). Proposed completion changed from May 10, 2027 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0485">Hacienda Storage</a> &#8212; 201MW battery &#128267; project in Galveston, TX (ERCOT). Proposed completion changed from June 8, 2026 to December 17, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0261">Dodd Solar I</a> &#8212; 201MW solar &#9728;&#65039; project in Henderson, TX (ERCOT). IA date added February 7, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-20inr0269">Texas Solar Nova 2</a> &#8212; 201MW solar &#9728;&#65039; project in Kent, TX (ERCOT). Proposed completion changed from December 30, 2024 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0483">Morrow Lake Storage</a> &#8212; 201MW battery &#128267; project in Frio, TX (ERCOT). Proposed completion changed from February 7, 2025 to February 9, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0194">Motif BESS II</a> &#8212; 201MW battery &#128267; project in Bandera, TX (ERCOT). Proposed completion changed from April 20, 2026 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0012">Felix West Solar</a> &#8212; 200MW solar &#9728;&#65039; project in Wilbarger, TX (ERCOT). IA date added February 20, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0126">Corvus Solar, Corvus Solar, LLC</a> &#8212; 200MW solar &#9728;&#65039; project in Webb, TX (ERCOT). Proposed completion changed from July 12, 2027 to November 11, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0461">Augie BESS</a> &#8212; 200MW battery &#128267; project in Waller, TX (ERCOT). Proposed completion changed from November 29, 2026 to December 16, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0380">Fike BESS</a> &#8212; 200MW battery &#128267; project in Hidalgo, TX (ERCOT). Proposed completion changed from August 31, 2025 to May 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0501">Longday Solar SLF</a> &#8212; 200MW solar &#9728;&#65039; project in Kinney, TX (ERCOT). Proposed completion changed from March 14, 2027 to December 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0116">Falcon Zapata Storage 138</a> &#8212; 200MW battery &#128267; project in Zapata, TX (ERCOT). Proposed completion changed from May 30, 2026 to March 10, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0385">Bobcat Cameron BESS</a> &#8212; 200MW battery &#128267; project in Cameron, TX (ERCOT). Proposed completion changed from November 30, 2025 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0461">Rio Hondo BESS</a> &#8212; 200MW battery &#128267; project in Cameron, TX (ERCOT). Proposed completion changed from February 28, 2027 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0400">Reforzar BESS 1</a> &#8212; 200MW battery &#128267; project in Brooks, TX (ERCOT). Proposed completion changed from June 29, 2027 to April 12, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0401">Reforzar Bess 2</a> &#8212; 200MW battery &#128267; project in Brooks, TX (ERCOT). Proposed completion changed from June 29, 2027 to April 12, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-19inr0103">Rodeo Solar</a> &#8212; 200MW solar &#9728;&#65039; project in Andrews, TX (ERCOT). Proposed completion changed from April 30, 2026 to November 29, 2026</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-005">Northeast Parsons 138kV Substation</a> &#8212; 200MW solar &#9728;&#65039; project in Labette County, KS (SPP). Proposed completion changed from October 30, 2026 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-006">Neosho - N345 161 kV Substation</a> &#8212; 200MW solar &#9728;&#65039; project in Labette County, KS (SPP). Proposed completion changed from October 30, 2026 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-024">Tap of Neosho - LaCygne 345 kV Line</a> &#8212; 200MW battery &#128267; project in Bourbon County, KS (SPP). Proposed completion changed from December 30, 2025 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-054">Wolf Creek - Blackberry 345 kV Tap</a> &#8212; 200MW solar &#9728;&#65039; project in Bourbon County, KS (SPP). Proposed completion changed from December 30, 2025 to July 19, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-055">Sunshine North to Anadarko 138 kV</a> &#8212; 200MW solar &#9728;&#65039; project in Grady County, OK (SPP). Proposed completion changed from December 30, 2025 to August 25, 2029</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-130">Battlefield BESS 161kV</a> &#8212; 200MW battery &#128267; project in Sebastian County, AR (SPP). Proposed completion changed from December 30, 2027 to December 30, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-142">Shoal Creek 161 kV Substation</a> &#8212; 200MW battery &#128267; project in Clay County, MO (SPP). Proposed completion changed from December 30, 2027 to December 30, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-143">Caney Creek 138 kV Substation</a> &#8212; 200MW battery &#128267; project in Marshall County, OK (SPP). Proposed completion changed from December 30, 2027 to December 30, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-144">Blue Mills BESS 161kV Substation</a> &#8212; 200MW battery &#128267; project in Jackson County, MO (SPP). Proposed completion changed from December 30, 2027 to December 30, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-155">Horseshoe Lake 138 kV Substation</a> &#8212; 200MW battery &#128267; project in Oklahoma County, OK (SPP). Proposed completion changed from December 30, 2026 to December 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0353">Exodus Solar</a> &#8212; 181MW solar &#9728;&#65039; project in Caldwell, TX (ERCOT). Proposed completion changed from April 30, 2026 to December 11, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0447">Honey Mesquite Wind Farm</a> &#8212; 180MW wind &#128168; project in Glasscock, TX (ERCOT). IA date changed from September 15, 2024 to September 9, 2024</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-038">Longwood to Scottville 138 kV line</a> &#8212; 180MW solar &#9728;&#65039; project in Harrison County, TX (SPP). Proposed completion changed from December 30, 2025 to April 21, 2029</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-136">Colbert 138 kV Substation</a> &#8212; 180MW battery &#128267; project in Bryan County, OK (SPP). Proposed completion changed from December 30, 2027 to December 30, 2030</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-145">Weatherford Jct. to Hinton 138 kV line</a> &#8212; 180MW battery &#128267; project in Johnston County, OK (SPP). Proposed completion changed from December 30, 2027 to December 30, 2030</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0423">Brackens Solar</a> &#8212; 177MW solar &#9728;&#65039; project in Freestone, TX (ERCOT). Proposed completion changed from August 6, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0247">Bluebonnet Prairie Wind</a> &#8212; 173MW wind &#128168; project in Navarro, TX (ERCOT). Proposed completion changed from December 30, 2025 to July 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0205">Donna Solar</a> &#8212; 168MW solar &#9728;&#65039; project in Hidalgo, TX (ERCOT). Proposed completion changed from December 30, 2027 to August 6, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0443">Bowstring BESS</a> &#8212; 155MW battery &#128267; project in San Patricio, TX (ERCOT). Proposed completion changed from December 30, 2025 to December 29, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0196">Dori BQ BESS</a> &#8212; 154MW battery &#128267; project in Harris, TX (ERCOT). Proposed completion changed from November 29, 2025 to August 29, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0693">Leon BESS</a> &#8212; 153MW battery &#128267; project in Houston, TX (ERCOT). Proposed completion changed from January 15, 2027 to February 15, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0613">Wichita County Mawson Storage</a> &#8212; 153MW battery &#128267; project in Wichita, TX (ERCOT). Proposed completion changed from September 30, 2026 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0076">Matias Solar</a> &#8212; 152MW solar &#9728;&#65039; project in Matagorda, TX (ERCOT). Proposed completion changed from March 30, 2027 to March 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0068">High Chap Solar</a> &#8212; 152MW solar &#9728;&#65039; project in Brazoria, TX (ERCOT). Proposed completion changed from August 3, 2027 to June 25, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0417">Bluebonnet Trail Solar</a> &#8212; 150MW solar &#9728;&#65039; project in Ellis, TX (ERCOT). Proposed completion changed from December 17, 2027 to September 18, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0180">Cape Rich BESS</a> &#8212; 150MW battery &#128267; project in Navarro, TX (ERCOT). IA date added February 2, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0376">Hawkins BESS</a> &#8212; 150MW battery &#128267; project in Hidalgo, TX (ERCOT). Proposed completion changed from September 7, 2025 to January 15, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0253">Ulysses Solar</a> &#8212; 150MW solar &#9728;&#65039; project in Coke, TX (ERCOT). Proposed completion changed from February 22, 2026 to October 30, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0347">Midfield PV Project SLF</a> &#8212; 150MW solar &#9728;&#65039; project in Matagorda, TX (ERCOT). Proposed completion changed from November 30, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-017">Woodward 345kV Substation</a> &#8212; 150MW battery &#128267; project in Woodward County, OK (SPP). Proposed completion changed from December 30, 2025 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0455">John Bull BESS</a> &#8212; 147MW battery &#128267; project in Nueces, TX (ERCOT). Proposed completion changed from August 31, 2025 to April 15, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0156">Moonstone Solar Project</a> &#8212; 145MW solar &#9728;&#65039; project in Wilson, TX (ERCOT). IA date added February 16, 2025</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-007">Lang - Reading 115 kV Transmission Line</a> &#8212; 135MW solar &#9728;&#65039; project in Lyon County, KS (SPP). Proposed completion changed from October 30, 2026 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0241">Halcon Storage</a> &#8212; 132MW battery &#128267; project in Starr, TX (ERCOT). Proposed completion changed from May 31, 2025 to May 14, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0392">Kalina Solar</a> &#8212; 120MW solar &#9728;&#65039; project in San Patricio, TX (ERCOT). Proposed completion changed from June 30, 2026 to February 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0330">Wild Horse Desert Solar</a> &#8212; 120MW solar &#9728;&#65039; project in Dimmit, TX (ERCOT). Proposed completion changed from June 30, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0056">Pradera Solar</a> &#8212; 118MW solar &#9728;&#65039; project in Webb, TX (ERCOT). Proposed completion changed from October 30, 2024 to March 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-20inr0035">Angus Solar</a> &#8212; 112MW solar &#9728;&#65039; project in Bosque, TX (ERCOT). Proposed completion changed from March 31, 2026 to October 31, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0471">Ophelia Solar</a> &#8212; 110MW solar &#9728;&#65039; project in Ector, TX (ERCOT). Proposed completion changed from January 26, 2026 to September 17, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0111">PHOTON SOLAR 3 SLF</a> &#8212; 109MW solar &#9728;&#65039; project in Wharton, TX (ERCOT). Proposed completion changed from December 9, 2024 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0474">Solheim Solar</a> &#8212; 108MW solar &#9728;&#65039; project in Bosque, TX (ERCOT). Proposed completion changed from February 28, 2027 to October 31, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0673">PHOTON SOLAR 4 SLF</a> &#8212; 105MW solar &#9728;&#65039; project in Wharton, TX (ERCOT). Proposed completion changed from December 29, 2024 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0252">Neutron Storage</a> &#8212; 104MW battery &#128267; project in Mclennan, TX (ERCOT). Proposed completion changed from October 6, 2026 to August 17, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0496">Hardeman BESS</a> &#8212; 104MW battery &#128267; project in Hardeman, TX (ERCOT). Proposed completion changed from October 30, 2026 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0501">Rolling Plains BESS</a> &#8212; 104MW battery &#128267; project in Haskell, TX (ERCOT). Proposed completion changed from October 30, 2026 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0424">Brackens BESS</a> &#8212; 103MW battery &#128267; project in Freestone, TX (ERCOT). Proposed completion changed from August 6, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0048">Equinox Storage</a> &#8212; 103MW battery &#128267; project in Starr, TX (ERCOT). Proposed completion changed from December 29, 2026 to February 14, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0108">Louisa Energy Storage</a> &#8212; 102MW battery &#128267; project in Bexar, TX (ERCOT). IA date added February 26, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0430">Holstein 2 Energy Storage</a> &#8212; 102MW battery &#128267; project in Nolan, TX (ERCOT). Proposed completion changed from April 30, 2026 to April 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0457">watermelon 1 energy storage, Watermelon 1A Energy Storage</a> &#8212; 102MW battery &#128267; project in Dallas, TX (ERCOT). Proposed completion changed from May 31, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0458">watermelon 2 energy storage, Watermelon 1B Energy Storage</a> &#8212; 102MW battery &#128267; project in Dallas, TX (ERCOT). Proposed completion changed from May 31, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0459">watermelon 3 energy storage, Watermelon 2A Energy Storage</a> &#8212; 102MW battery &#128267; project in Dallas, TX (ERCOT). Proposed completion changed from November 30, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0460">watermelon 4 energy storage, Watermelon 2B Energy Storage</a> &#8212; 102MW battery &#128267; project in Dallas, TX (ERCOT). Proposed completion changed from November 30, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0305">Kurtz Solar SLF</a> &#8212; 101MW solar &#9728;&#65039; project in Atascosa, TX (ERCOT). Proposed completion changed from July 30, 2027 to September 30, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-19inr0026">Holstein 2 Solar</a> &#8212; 101MW solar &#9728;&#65039; project in Nolan, TX (ERCOT). Proposed completion changed from April 30, 2026 to April 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0220">Lamkin Solar</a> &#8212; 101MW solar &#9728;&#65039; project in Comanche, TX (ERCOT). Proposed completion changed from December 30, 2025 to August 7, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0208">Sugarloaf BESS</a> &#8212; 100MW battery &#128267; project in Dimmit, TX (ERCOT). Proposed completion changed from October 30, 2026 to January 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0209">Felix North Solar</a> &#8212; 100MW solar &#9728;&#65039; project in Wilbarger, TX (ERCOT). IA date added February 20, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0405">Pledgor BESS</a> &#8212; 100MW battery &#128267; project in Matagorda, TX (ERCOT). Proposed completion changed from March 31, 2027 to November 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0154">Jim Wells BESS</a> &#8212; 100MW battery &#128267; project in Jim Wells, TX (ERCOT). Proposed completion changed from March 31, 2027 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-22inr0445">SPC Bloom BESS</a> &#8212; 100MW battery &#128267; project in Victoria, TX (ERCOT). Proposed completion changed from November 30, 2024 to April 6, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-368">Tillman Solar Park, Tillman 138 kV</a> &#8212; 100MW solar &#9728;&#65039; project in Allen County, IN (PJM). Proposed completion changed from October 30, 2024 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-012">Woodward 345 kV Substation</a> &#8212; 100MW battery &#128267; project in Woodward County, OK (SPP). Proposed completion changed from December 30, 2025 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0546">VISOL 1 SOLAR</a> &#8212; 94MW solar &#9728;&#65039; project in Val Verde, TX (ERCOT). Proposed completion changed from August 31, 2027 to June 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0331">Wild Horse Desert Storage</a> &#8212; 90MW battery &#128267; project in Dimmit, TX (ERCOT). Proposed completion changed from June 30, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0422">M-Bar BESS I</a> &#8212; 82MW battery &#128267; project in Ector, TX (ERCOT). Proposed completion changed from August 31, 2027 to September 17, 2028</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-100">Overton - Sedalia East 161 kV Substation</a> &#8212; 80MW battery + solar &#128267;&#9728;&#65039; project in Cooper County, MO (SPP). Proposed completion changed from September 30, 2026 to March 27, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-af2-382">Buchanan County Solar, Hurley 69 kV</a> &#8212; 75MW solar &#9728;&#65039; project in Buchanan County, VA (PJM). Proposed completion changed from November 30, 2023 to September 29, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0072">High Chap Storage</a> &#8212; 71MW battery &#128267; project in Brazoria, TX (ERCOT). Proposed completion changed from August 3, 2027 to June 25, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-ae2-042">Northumberland Solar</a> &#8212; 65MW solar &#9728;&#65039; project in Northumberland County, PA (PJM). Proposed completion changed from November 3, 2026 to June 10, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0442">Donna BESS</a> &#8212; 53MW battery &#128267; project in Hidalgo, TX (ERCOT). Proposed completion changed from December 30, 2027 to August 6, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0409">Sunbelt Storage</a> &#8212; 52MW battery &#128267; project in Kaufman, TX (ERCOT). Proposed completion changed from December 23, 2024 to December 30, 2026</p><p><a href="https://www.interconnection.fyi/project/ercot-23inr0040">Dori BQ Solar</a> &#8212; 50MW solar &#9728;&#65039; project in Harris, TX (ERCOT). Proposed completion changed from November 29, 2025 to August 29, 2027</p><p><a href="https://www.interconnection.fyi/project/pjm-af1-275">Pleasant Prairie Solar Energy Center</a> &#8212; 50MW solar &#9728;&#65039; project in Franklin County, OH (PJM). Proposed completion changed from March 29, 2026 to December 30, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1267">Bruin 66 kV Substation at the 66 kV bus, Bruin 66 kV Substation</a> &#8212; 46MW battery + solar &#128267;&#9728;&#65039; project in Kern, CA (CAISO). Proposed completion changed from October 14, 2023 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-wdt1268">Bruin 66 kV Substation at the 66 kV bus, Bruin 66 kV Substation</a> &#8212; 46MW battery + solar &#128267;&#9728;&#65039; project in Kern, CA (CAISO). Proposed completion changed from October 14, 2023 to September 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-17inr0052">Horse13 CallD repower</a> &#8212; 44MW wind &#128168; project in Taylor, TX (ERCOT). Proposed completion changed from December 30, 2023 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-17inr0053">HHGT repower Horse13+CallD</a> &#8212; 44MW wind &#128168; project in Taylor, TX (ERCOT). Proposed completion changed from December 30, 2023 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-20inr0012">Lueders Solar</a> &#8212; 40MW solar &#9728;&#65039; project in Haskell, TX (ERCOT). Proposed completion changed from December 30, 2025 to December 30, 2026</p><p><a href="https://www.interconnection.fyi/project/spp-gen-2022-004">Murray Gill 138 kV Substation</a> &#8212; 33MW solar &#9728;&#65039; project in Sedgwick County, KS (SPP). Proposed completion changed from October 30, 2026 to December 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-17inr0054">Capricorn I &amp; III repower</a> &#8212; 32MW wind &#128168; project in Sterling, TX (ERCOT). Proposed completion changed from July 29, 2022 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0421">M-Bar Solar I</a> &#8212; 30MW solar &#9728;&#65039; project in Ector, TX (ERCOT). Proposed completion changed from August 31, 2027 to September 17, 2028</p><p><a href="https://www.interconnection.fyi/project/pjm-ag1-017">Bitter Ridge Wind Farm, Jay 138 kV</a> &#8212; 12MW wind &#128168; project in Jay County, IN (PJM). Proposed completion changed from September 29, 2020 to July 13, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0659">Empire Central BESS</a> &#8212; 9MW battery &#128267; project in Dallas, TX (ERCOT). IA date added May 19, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0662">Prairie Creek BESS</a> &#8212; 9MW battery &#128267; project in Dallas, TX (ERCOT). IA date added May 19, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0715">Poteet BESS</a> &#8212; 9MW battery &#128267; project in Atascosa, TX (ERCOT). IA date added August 6, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0596">Hearn Road BESS</a> &#8212; 9MW battery &#128267; project in Nueces, TX (ERCOT). IA date added June 20, 2024</p><p><a href="https://www.interconnection.fyi/project/ercot-18inr0069">Indian Mesa repower</a> &#8212; 9MW wind &#128168; project in Pecos, TX (ERCOT). Proposed completion changed from December 30, 2023 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-17inr0061">Capricorn IV repower</a> &#8212; 9MW wind &#128168; project in Sterling, TX (ERCOT). Proposed completion changed from May 30, 2022 to March 30, 2025</p><p><a href="https://www.interconnection.fyi/project/isone-1357">Solar Increase</a> &#8212; 5MW solar &#9728;&#65039; project in Hartford County, CT (ISO-NE). Proposed completion changed from June 14, 2026 to December 30, 2026</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-gfid9370">Scrapper 12 kV % Quartz Hill 66/12 kV near structure X5421963</a> &#8212; 4MW solar &#9728;&#65039; project in Los Angeles, CA (CAISO). IA date added February 27, 2025</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-gfid9371">Scrapper 12 kV % Quartz Hill 66/12 kV near structure X5421963</a> &#8212; 4MW solar &#9728;&#65039; project in Los Angeles, CA (CAISO). IA date added February 27, 2025</p><p><a href="https://www.interconnection.fyi/project/southern-california-edison-gfid9358">Heisman 12 kV Circuit</a> &#8212; 2MW solar &#9728;&#65039; project in Los Angeles, CA (CAISO). IA date added February 2, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-18inr0079">Woodward I repower</a> &#8212; wind &#128168; project in Pecos, TX (ERCOT). Proposed completion changed from December 30, 2023 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-18inr0080">Woodward 2 repower</a> &#8212; wind &#128168; project in Pecos, TX (ERCOT). Proposed completion changed from December 30, 2023 to June 29, 2025</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0347">Lunis Creek Storage SLF</a> &#8212; battery &#128267; project in Jackson, TX (ERCOT). Proposed completion changed from December 30, 2026 to August 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-21inr0446">Knickerbocker Storage SLF</a> &#8212; battery &#128267; project in Tom Green, TX (ERCOT). Proposed completion changed from May 31, 2027 to May 31, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0311">RIVERBEND STORAGE SLF</a> &#8212; battery &#128267; project in Falls, TX (ERCOT). Proposed completion changed from September 27, 2026 to June 29, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-25inr0502">Longday BESS SLF</a> &#8212; battery &#128267; project in Kinney, TX (ERCOT). Proposed completion changed from March 14, 2027 to December 14, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0362">Midfield BESS Project SLF</a> &#8212; battery &#128267; project in Matagorda, TX (ERCOT). Proposed completion changed from November 30, 2027 to June 30, 2028</p><p><a href="https://www.interconnection.fyi/project/ercot-26inr0432">Big Rooter West Storage SLF</a> &#8212; battery &#128267; project in Robertson, TX (ERCOT). Proposed completion changed from December 30, 2026 to June 30, 2027</p><p><a href="https://www.interconnection.fyi/project/ercot-27inr0306">Kurtz Storage SLF</a> &#8212; battery &#128267; project in Atascosa, TX (ERCOT). Proposed completion changed from July 30, 2027 to September 30, 2029</p><p><a href="https://www.interconnection.fyi/project/ercot-24inr0189">Tehuacana Creek BESS SLF</a> &#8212; battery &#128267; project in Navarro, TX (ERCOT). IA date added November 24, 2024</p></blockquote><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://newsletter.interconnection.fyi/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! 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