The interconnection queue isn't the bottleneck anymore
An interconnection agreement used to be the finish line. In 2026 it's barely the halfway mark — and the second half runs on a factory floor, not a queue.
FERC says it'll act by June. Watch for the number.
One Commission order decides who carries the cost of the grid the AI build-out needs — and the rest of the ecosystem is already positioning around the answer.
Nearly a third of new on-site data center battery capacity is now paired with a gas turbine. Storage isn't displacing fossil generation — it's optimizing it.
