Tracked forecast · watch-08-4
Interconnection-queue culls at PJM, ERCOT, and MISO.
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 broad, sustained cull by mid-2027 is the clearest evidence the demand denominator is softer than the forecasts.
- Horizon
- Quarterly, at queue reports
- Source
- Issue 8 — The Equipment Wall · full issue
Why it is on the watchlist
A broad, sustained cull of interconnection queues by mid-2027 would be the clearest evidence the demand denominator is softer than the forecasts.
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