Tracked forecast · watch-09-2
The New York large-load moratorium.
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
- Governor Hochul signs, vetoes, or punts to localities; a signature is the Fortress Era drift made real.
- Horizon
- One-time, at the signing deadline
- Source
- Issue 9 — The Grid Bill Comes Due · full issue
Why it is on the watchlist
New York already sits at effective exclusion on price. A signature moves it from expensive to closed, and makes the top of the spread a legal fact rather than a tariff outcome.
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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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