PJM · Q4 2026
12 min
Capacity auction repricing and the data center premium
How the latest BRA results reshape capacity values, queue strategy, and hyperscale load deliverability across PJM.
Read brief →
04Insights
Infrastructure intelligence, published.
Long-form reports, market commentary, and strategic analysis across power markets, transmission, and AI infrastructure.
MISO · Macro
9 min
Industrial load growth in the Midwest manufacturing belt
Tracking 47 GW of announced load and the transmission corridors that will define deliverability through 2032.
Read brief →
AI Infrastructure
14 min
The compute–power compression curve
Why hyperscaler power procurement timelines are breaking the traditional utility planning cycle — and what investors should underwrite.
Read brief →
Transmission
11 min
Congestion, queue reform, and the cost of waiting
Mapping the marginal transmission cost facing late-cycle infrastructure capital.
Read brief →
Energy Pricing
8 min
Repricing the capacity stack
A scenario framework for capacity, energy, and ancillary market repricing in power-constrained zones.
Read brief →
Data Center
13 min
Site scarcity and the next 50 GW
Where transmission, water, land, and political posture converge into deliverable hyperscale capacity.
Read brief →
Utility-Scale
10 min
Origination in the post-IRA constrained grid
How developers and capital allocators should restructure origination around transmission deliverability.
Read brief →
Policy
9 min
FERC Order 2023 and the queue reset
Operational implications of cluster studies, withdrawal penalties, and infrastructure positioning.
Read brief →
Outlook
18 min
The infrastructure scarcity decade
A long-form thesis on power, transmission, and the asset class infrastructure capital is becoming.
Read brief →
Subscribe to the intelligence brief.
Quarterly institutional briefings on infrastructure, transmission, and AI demand growth.
Request Access →