Tracked forecast · watch-02-6
Behind-the-meter vs. grid-tied capacity ratio (EIA Form 860).
Open
- Chokepoint
- Grid Connections & Local Approval — Interconnection queues, siting fights, and the regulatory dockets (FERC, state PUCs, SCCs) that decide them. (Mostly price, occasionally an outright no)
- Kill condition
- The single best measure of defection pace — no baseline exists yet.
- Horizon
- Quarterly, EIA Form 860
- Source
- Issue 2 — A Tale of Two Grids · full issue
Why it is on the watchlist
The behind-the-meter versus grid-tied capacity ratio is the single best measure of defection pace — once a baseline exists in the EIA data.
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