Tracked forecast · watch-07-5
Replacement AI executive order or reissued federal corridor authority.
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 reissued order restoring federal corridor authority over siting and interconnection would reset the risk profile the April 2026 walkback removed.
- Horizon
- Monthly; immediate on any reissuance signal
- Source
- Issue 7 — The Rebundle · full issue
Why it is on the watchlist
The April 2026 walkback removed federal corridor authority over siting and interconnection. A reissued order would reset that risk profile.
How Aroko tracks forecasts
Every item is reproduced from a published issue with its original kill condition intact. Status changes only on dated, citable evidence that meets that condition, reviewed weekly. Nothing is resolved in hindsight to improve the record.
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