Tracked forecast · watch-03-4
FERC demand-response classification for AI compute.
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
- A positive classification creating a direct capacity-market revenue line would dramatically accelerate bridge economics.
- Horizon
- Target Q3–Q4 2026 — FERC docket filings
- Source
- Issue 3 — Orchestrating the Agentic Power Surge · full issue
Why it is on the watchlist
A FERC demand-response classification for AI compute would create a direct capacity-market revenue line and dramatically accelerate bridge economics.
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