I write Delivery Dates Research. We take the delivery and energization dates that data-center operators and miners file with the SEC and check them against what their later filings say. Basically, it's a receipt drawer for the build-out.
Your Oct 23 queue update tracking a new fast-track for load in MISO is the large-load side of the same story we follow from the filings end.
I've added Interconnection.fyi to our recommendations because it fits our readers. If ours fits yours, a recommendation back would be great, but there's no obligation. Either way, I'll keep reading.
PJM's Expedited Interconnection Track got 2.1 GW from its first three projects. How will you judge whether EIT is actually faster: time to a signed GIA, or time to in-service? Those two BPA records still listing 2018 and 2021 in-service dates make me trust only the second.
The LARS 120-day study window is the piece to watch, because it lands on a grid with more room than its neighbor. DC Hub's live read has MISO at about 20 months average time to power and a 17.2% reserve margin, against roughly 45 months and 11.5% in PJM. Pairing 200 MW+ loads with contracted generation could turn part of MISO's 264 GW generation queue into real siting options rather than backlog. Source: DC Hub (dchub.cloud), as of Oct 23, 2026.
Hi Nick, Chris and Steven,
I write Delivery Dates Research. We take the delivery and energization dates that data-center operators and miners file with the SEC and check them against what their later filings say. Basically, it's a receipt drawer for the build-out.
Your Oct 23 queue update tracking a new fast-track for load in MISO is the large-load side of the same story we follow from the filings end.
I've added Interconnection.fyi to our recommendations because it fits our readers. If ours fits yours, a recommendation back would be great, but there's no obligation. Either way, I'll keep reading.
Delivery Dates Research
hello@deliverydatesresearch.com
PJM's Expedited Interconnection Track got 2.1 GW from its first three projects. How will you judge whether EIT is actually faster: time to a signed GIA, or time to in-service? Those two BPA records still listing 2018 and 2021 in-service dates make me trust only the second.
The LARS 120-day study window is the piece to watch, because it lands on a grid with more room than its neighbor. DC Hub's live read has MISO at about 20 months average time to power and a 17.2% reserve margin, against roughly 45 months and 11.5% in PJM. Pairing 200 MW+ loads with contracted generation could turn part of MISO's 264 GW generation queue into real siting options rather than backlog. Source: DC Hub (dchub.cloud), as of Oct 23, 2026.