Tracked forecast · watch-09-4
A campus that moves.
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 hyperscaler that visibly re-sites on the grid bill confirms the call; one that conspicuously stays despite it cuts for the availability-over-cost objection.
- Horizon
- Monthly
- Source
- Issue 9 — The Grid Bill Comes Due · full issue
Why it is on the watchlist
The only signal that tests whether the spread is priced or merely published. A 16x paper gap that no one acts on is a statistic; one siting decision turns it into a market.
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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