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ERCOT has 155% of its peak demand in signed interconnection agreements. CAISO is at 134%. ISO-NE? Just 33%. Here's how signed GIA capacity stacks up against peak demand across the 6 major ISOs ⚡️ - ERCOT: 155% (133 GW signed / 86 GW peak) - CAISO: 134% (65 GW signed / 48 GW peak) - SPP: 69% (39 GW signed / 56 GW peak) - MISO: 49% (60 GW signed / 122 GW peak) - PJM: 35% (53 GW signed / 153 GW peak) - ISO-NE: 33% (8 GW signed / 24 GW peak) Some observations: - Normalizing by peak capacity really changes who "leads". PJM has 53 GW in signed GIAs - fourth highest in absolute terms - but relative to its 153 GW peak, it's near the bottom at 35% - ERCOT and CAISO both have more signed generation capacity than their entire system peak demand. That's a massive development pipeline - The spread is big. ERCOT's ratio is nearly 5x ISO-NE's - Nameplate capacity is not generation. A 200 MW solar project and a 200 MW gas plant produce very different amounts of electricity over a year. This chart shows pipeline scale, not future energy output. That said, in markets like ERCOT, peak demand often aligns with peak solar generation windows (hot summers) 👉 See Interconnection.fyi to explore signed GIA data and project-level details across ISOs: https://lnkd.in/esUuVcAg Data: GIA data as of beginning of 2026. Peak demand: 2023-2024 via ISO/NERC reports. --- ℹ️ For those new to the energy space, here's a primer of what these acronyms mean: A GIA (Generator Interconnection Agreement) is a signed contract between a power project developer and the grid operator. It means the project has passed its interconnection studies, agreed to pay for required grid upgrades, and has a formal right to connect to the transmission system. Not all projects with signed GIAs get built - but a signed GIA is the strongest signal that a project is serious and moving toward construction. Think of it as the last major regulatory hurdle before breaking ground. The ratio of signed GIA capacity to peak demand gives you a rough sense of how much new generation each market has in its near-term pipeline relative to its current size. Higher isn't necessarily better or worse - it depends on retirements, load growth, and the generation mix. #interconnectionfyi #interconnectionqueue #gridtracker #energytransition #renewableenergy

733 GW of proposed generation withdrew from U.S. interconnection queues in 2025 — more than half the capacity of the entire U.S. installed generation fleet. Our team at Interconnection.fyi just published our 2025 Annual Retrospective. Here's what the data shows ⚡️: Some observations: - The queue shrank 13%, from 2,273 GW to 1,971 GW. FERC Order 2023 reforms (higher deposits, stricter site control, tighter deadlines) flushed out speculative projects that had been clogging the system for years. - Gas was the only major technology to see net growth — and it overtook wind for the first time: Natural gas: 183 GW → 252 GW (+38%) 🔥 Wind: 262 GW → 230 GW (-12%) 💨 Solar: 648 GW → 510 GW (-21%) ☀️ Storage: 1,103 GW → 897 GW (-19%) 🔋 Offshore wind: 43 GW → 23 GW (-46%) 🌊 - Gas growth was concentrated in MISO (+134%), SPP (+137%), and ERCOT (+47%) — regions where load is surging and developers need dispatchable capacity. - But what survived the culling is serious. 488 GW has signed interconnection agreements. 50 GW reached commercial operation in 2025 alone. - Next up: the OBBBA construction commencement deadline on July 4, 2026. 305 GW of solar and wind must break ground or lose federal tax credit eligibility. Another wave of projects will likely fall off. 👉 See the full analysis with downloadable project-level data and interactive charts in our 2025 Annual Retrospective here: https://lnkd.in/dBSAbtcR --- ℹ️ For those new to the energy space, here's a primer on interconnection queues: The U.S. has nearly 2 terawatts of generation capacity in interconnection queues — enough to power 700-800 million homes. These queues are managed by grid operators and exist to ensure new power plants can safely connect to the grid without compromising reliability. The problem? Average wait times are 5-7 years, and upgrade costs can be astronomical. 🤖 Why this matters right now: Data centers are projected to jump from 3% to 8% of U.S. electricity consumption by 2030, driven by AI workloads. But they need reliable power today, while new generation faces multi-year delays and massive upgrade costs. The result: Tech companies are scrambling for co-location deals with existing plants or paying premiums for expedited connections, while grid operators struggle to balance explosive demand against real transmission constraints. For clean energy developers, interconnection bottlenecks have become the critical constraint for deploying renewables at the pace climate goals require. #interconnectionqueue #gridtracker #interconnectionfyi #energytransition #cleanenergy #naturalgas

There are nearly 2 Terawatts of generation capacity in U.S. interconnection queues. Only 488 GW actually hold a signed agreement to connect. That's the real pipeline — projects with meaningful capital committed and real intent to build. And it looks very different depending on where you look ⚡️ Some observations: - ERCOT dominates with 133 GW of signed GIAs — more than double PJM's 53 GW, despite PJM's reputation as the largest wholesale electricity market in the country - The West (non-CAISO) holds 86 GW, CAISO another 65 GW — California's grid alone has more committed capacity than PJM - MISO sits at 60 GW, Southeast at 45 GW, SPP at 39 GW - ISO-NE brings up the rear at just 8 GW — a reflection of how constrained New England's transmission system really is The queue number everyone cites — nearly 2 TW — is real. But it overstates what's actually moving toward construction. Signed GIAs are the better signal. We broke this down by region, technology, and timeline in our 2025 Annual Retrospective on Interconnection.fyi. 📊 Interactive charts, downloadable project-level data, and the full analysis here: 👉 https://lnkd.in/dBSAbtcR *** ℹ️ For those new to the energy space, here's a primer on interconnection queues: The U.S. has 2 terawatts of generation capacity stuck in interconnection queues — enough to power 700-800 million homes. These queues are managed by grid operators and exist to ensure new power plants can safely connect to the grid without compromising reliability. The problem? Average wait times are now 5-7 years, and as this data shows, most projects never make it to a signed agreement. 🤖 Why this matters right now: Data centers are projected to jump from 4% to 8-12% of U.S. electricity consumption by 2030, driven by AI workloads. But they need reliable power today, while new generation faces multi-year delays and massive upgrade costs. The result: Tech companies are scrambling for co-location deals with existing plants or paying premiums for expedited connections, while grid operators struggle to balance explosive demand against real transmission constraints. For clean energy developers, interconnection bottlenecks have become the critical constraint for deploying renewables at the pace climate goals require. #interconnection #energytransition #renewableenergy #gridtracker #interconnectionfyi #gia