Texas: grid-connection pause pending audit (Aug 2026). New York: 1-year moratorium on 50 MW+ environmental permits (EO 62, Jul 2026).
These aren't marketing widgets — they're the visible layer of the same datasets that power our paid work. Updated continuously, sourced end to end, free forever.
| Region | Requested | Credibility read | Status |
|---|---|---|---|
| ERCOT | ~474 GW | ~14% credible — worst duplicate-filing distortion in the country | Interconnection pause pending statewide audit |
| PJM | 55–100 GW by '30–'37 | ~50% credible — strongest financial-commitment screens | §206 tariff reform proceeding open |
| Dominion (VA) | ~70 GW | Queue ≈ 3× all-time system peak | GS-5 tariff auto-enrollment from 2027; $1.5M/MW collateral |
| Georgia Power | 50.9 GW pipeline | 15.6 GW contracted — pipeline shrank 6 GW in one quarter as phantom exited | Contract-based; no public queue |
| MISO | forming | Expedited large-load lane in design; most requests want power in 18–36 months | Process forming |
| US total | 1,066 GW | ~28% will be served (~298 GW) | ≈ 768 GW of phantom demand |
Sources: RTO/utility filings, Wood Mackenzie via Bloomberg (Aug 2026), Rystad, Carbon Direct, state proceedings. Demo data — snapshot as of August 20, 2026.
Texas: grid-connection pause pending audit (Aug 2026). New York: 1-year moratorium on 50 MW+ environmental permits (EO 62, Jul 2026).
Plus 69 outright bans. Mid-2026 wave: Seattle, Minneapolis, Denver, Spokane, Broomfield, Prince George's Co., Sarasota Co., Reno (into 2027).
Setbacks to 1,000 ft; night limits to 45 dBA; dBC low-frequency metrics spreading; per-facility MW caps and closed-loop cooling mandates appearing.
Of 38 states with DC tax incentives, 28 introduced 2026 curb bills; AZ, IL, OH paused programs; VA added a $0.011/kWh consumption tax.
How much of the 1,066 GW is real — RTO by RTO, with the duplicate-filing forensics that separate demand from noise.
Get it via the Letter →Eight documented project failures, re-screened with information available at the time. Eight flags. Full evidence files.
Preview →The time-to-power league table, what it does to underwriting, and where the map is quietly improving.
Subscribe for release →Because the market runs on guesses, and we'd rather it run on evidence. The paid version of these datasets goes deeper — parcel-level, de-duplicated, continuously watched — inside our screens and retainers. The free layer keeps everyone honest, including us.