Intelligence Index
Infrastructure intelligence briefings
Every tracked signal across North American power markets — queue posture, transmission delivery, utility economics, large-load formation, and grid constraint. Filter by signal class.
- Grid Constraints·Jul 28CRITICAL
West Texas constraint binding through afternoon peak intervals
ERCOT · Texas · West load zone
- AI / Data Center Announcements·Jul 28CRITICAL
Multi-phase AI training campus announced with staged ramp above 1 GW
ERCOT · Texas · Oncor
- Executive Briefings Published·Jul 27HIGH
Illinois Manufacturing Expansion — power availability assessment
MISO · Illinois · Ameren Illinois
- Industrial Power Demand·Jul 27HIGH
Industrial power demand index continues upward across the Midwest footprint
MISO · Midwest · Composite
- Manufacturing Expansions·Jul 27HIGH
Advanced manufacturing expansion announced with substantial incremental electric load
MISO · Illinois · Ameren Illinois
- Transmission Projects·Jul 27CRITICAL
765 kV Permian Basin backbone advances to next construction package
ERCOT · Texas · Oncor / ERCOT
- Executive Briefings Published·Jul 26HIGH
Missouri Utility Filing — industrial tariff exposure
Retail · Missouri · Ameren Missouri
- Large Energy Users·Jul 26HIGH
Large-load service requests continue to exceed near-term distribution headroom
PJM · Virginia · Dominion Energy Virginia
- Grid Constraints·Jul 26HIGH
Interface congestion elevated across the mid-Atlantic transfer path
PJM · Multi-state · AP South interface
- Utility Filings·Jul 26HIGH
General rate case filed citing generation and grid modernization capital recovery
Retail · Missouri · Ameren Missouri
- Executive Briefings Published·Jul 25CRITICAL
Texas Transmission Upgrade — Permian corridor deliverability
ERCOT · Texas · Oncor / ERCOT
- Renewable Announcements·Jul 25MED
Multi-hundred-MW battery storage portfolio reaches notice to proceed
ERCOT · Texas · ERCOT West
- AI / Data Center Announcements·Jul 25HIGH
Hyperscale expansion confirmed across the central Ohio corridor
PJM · Ohio · AEP Ohio
- Executive Briefings Published·Jul 24HIGH
PJM Queue Withdrawal — cost reallocation exposure
PJM · Virginia · Dominion Energy Virginia
- Manufacturing Expansions·Jul 24HIGH
Automotive supplier campus expansion advances to site work
PJM · Ohio · AEP Ohio
- Interconnection Queue Changes·Jul 24HIGH
Three Loudoun County queue positions withdrawn ahead of network upgrade cost allocation
PJM · Virginia · Dominion Energy Virginia
- Executive Briefings Published·Jul 23HIGH
Ohio Industrial Development — corridor concentration risk
PJM · Ohio · AEP Ohio
- Grid Constraints·Jul 23MED
Seam congestion recurring during high-transfer intervals
MISO · Multi-state · North / Central seam
- Transmission Projects·Jul 23HIGH
MISO long-range plan tranche upgrades enter engineering across the Missouri–Illinois seam
MISO · Missouri · Ameren Missouri
- Industrial Power Demand·Jul 22HIGH
Gulf Coast petrochemical electrification raises sustained baseload demand
ERCOT · Gulf Coast · Composite
- Utility Filings·Jul 22HIGH
Proposed high-load-factor tariff class with minimum demand and contract term obligations
Retail · Virginia · Dominion Energy Virginia
- Renewable Announcements·Jul 21MED
Utility-scale solar portfolio advances toward construction across central Illinois
MISO · Illinois · Ameren Illinois
- Interconnection Queue Changes·Jul 21HIGH
Definitive Planning Phase 2 results shift upgrade obligations across central Illinois cluster
MISO · Illinois · Ameren Illinois
- AI / Data Center Announcements·Jul 20HIGH
Inference-tier facility sited adjacent to existing fiber and substation infrastructure
MISO · Illinois · ComEd
- Large Energy Users·Jul 19HIGH
Aggregate large-load requests in North Texas exceed announced capacity additions
ERCOT · Texas · Oncor
- Transmission Projects·Jul 19HIGH
500 kV rebuild scoped through central Ohio to serve concentrated new load
PJM · Ohio · AEP Ohio
- Interconnection Queue Changes·Jul 18MED
Large load interconnection agreements executed across two North Texas points of delivery
ERCOT · Texas · Oncor
- Utility Filings·Jul 17MED
Rider update filed to recover distribution and reliability investment
Retail · Ohio · AEP Ohio
- Manufacturing Expansions·Jul 16HIGH
Semiconductor facility phase expansion confirmed with process-critical reliability requirements
ERCOT · Texas · Oncor
- Industrial Power Demand·Jul 15MED
Southeast industrial demand index rises on manufacturing recruitment
SERC · Southeast · Composite
- Interconnection Queue Changes·Jul 15MED
Restudy triggered by upstream withdrawal in the western Kansas cluster
SPP · Kansas · Evergy
- AI / Data Center Announcements·Jul 14HIGH
Existing campus retrofit adds high-density capacity within current service allocation
PJM · Virginia · Dominion Energy Virginia
- Renewable Announcements·Jul 13LOW
Repowering project filed for an existing wind portfolio
PJM · Pennsylvania · PPL
- Large Energy Users·Jul 12HIGH
Large-load contract terms tightened for new high-density service requests
PJM · Ohio · AEP Ohio
- Transmission Projects·Jul 12MED
Transmission plan advances northern path reinforcement for load growth and import capability
CAISO · California · PG&E
- Utility Filings·Jul 11MED
System resiliency plan update filed with expanded distribution hardening scope
Retail · Texas · Oncor
- Manufacturing Expansions·Jul 10MED
Industrial park expansion targets logistics and cold storage tenants
MISO · Missouri · Evergy Missouri
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