Insights
Analysis of the forces reshaping U.S. power infrastructure, written for the buyer's diligence process as much as our own.
Interconnection queues in the major ISOs now exceed four years. AI-driven demand is growing faster than the grid is being built out. Add transformer supply constraints, workforce shortages, shifting federal policy on data-center cost allocation, and the financial architecture of the IRA, and you have the forces behind every offtake conversation we have. The pages below are how we track and explain them. They serve the buyer's internal review committee as well as ours.
Two Collections
Industry News
Analysis and commentary on the trends reshaping U.S. power markets, grid reliability, and dedicated Private Grid power infrastructure. Recent coverage includes:
- Private Grid Gas: Lead Times Now Decide Who Powers Up First
- Texas Freezes Data Center Permits: Time-to-Power Is Now Political
- FERC's Co-Location Order: What the New PJM Rules Mean for Data Center Power
- Bring Your Own Power: Washington Signals a New Rule for AI Data Centers
- Speed-to-Power: Data Center Interconnection Alternatives - utility queues now average 53 months nationally; PJM and CAISO exceed 58
- Eric Schmidt Warns: America May Need 92 GW More Power for AI
- Transformer Supply in 2026: A Constraint That's Reshaping Grid Development
- The Power Industry's Hidden Constraint: Why Workforce Shortages Are Becoming a Grid Risk
- Quiet, Efficient Power: A 214 MW RICE Plant Designed for Communities
- Fragile Grids, Rising Demand: Why Hardening Is No Longer Optional
Energy Credits
Buyer's guide to the federal credits that affect the levelized cost and contractual structure of a Private Grid offtake: 48E, 45Y, 45Q, 45U, 45X, transferability under Section 6418, and direct pay under Section 6417. It also covers the bonus credit framework and state-level programs in our active development geographies.