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·Oct 10CRITICAL
West Texas constraint binding through afternoon peak intervals
ERCOT · Texas · West load zone
- AI / Data Center Announcements·Oct 10CRITICAL
Multi-phase AI training campus announced with staged ramp above 1 GW
ERCOT · Texas · Oncor
- Executive Briefings Published·Oct 9HIGH
Illinois Manufacturing Expansion — power availability assessment
MISO · Illinois · Ameren Illinois
- Industrial Power Demand·Oct 9HIGH
Industrial power demand index continues upward across the Midwest footprint
MISO · Midwest · Composite
- Manufacturing Expansions·Oct 9HIGH
Advanced manufacturing expansion announced with substantial incremental electric load
MISO · Illinois · Ameren Illinois
- Transmission Projects·Oct 9CRITICAL
765 kV Permian Basin backbone advances to next construction package
ERCOT · Texas · Oncor / ERCOT
- Executive Briefings Published·Oct 8HIGH
PJM Queue Withdrawal — cost reallocation exposure
PJM · Virginia · Dominion Energy Virginia
- Executive Briefings Published·Oct 8CRITICAL
Texas Transmission Upgrade — Permian corridor deliverability
ERCOT · Texas · Oncor / ERCOT
- Executive Briefings Published·Oct 8HIGH
Missouri Utility Filing — industrial tariff exposure
Retail · Missouri · Ameren Missouri
- Large Energy Users·Oct 8HIGH
Large-load service requests continue to exceed near-term distribution headroom
PJM · Virginia · Dominion Energy Virginia
- Renewable Announcements·Oct 8MED
Multi-hundred-MW battery storage portfolio reaches notice to proceed
ERCOT · Texas · ERCOT West
- Grid Constraints·Oct 8HIGH
Interface congestion elevated across the mid-Atlantic transfer path
PJM · Multi-state · AP South interface
- Manufacturing Expansions·Oct 8HIGH
Automotive supplier campus expansion advances to site work
PJM · Ohio · AEP Ohio
- AI / Data Center Announcements·Oct 8HIGH
Hyperscale expansion confirmed across the central Ohio corridor
PJM · Ohio · AEP Ohio
- Utility Filings·Oct 8HIGH
General rate case filed citing generation and grid modernization capital recovery
Retail · Missouri · Ameren Missouri
- Interconnection Queue Changes·Oct 8HIGH
Three Loudoun County queue positions withdrawn ahead of network upgrade cost allocation
PJM · Virginia · Dominion Energy Virginia
- Executive Briefings Published·Oct 7HIGH
Ohio Industrial Development — corridor concentration risk
PJM · Ohio · AEP Ohio
- Grid Constraints·Oct 7MED
Seam congestion recurring during high-transfer intervals
MISO · Multi-state · North / Central seam
- Transmission Projects·Oct 7HIGH
MISO long-range plan tranche upgrades enter engineering across the Missouri–Illinois seam
MISO · Missouri · Ameren Missouri
- Industrial Power Demand·Oct 6HIGH
Gulf Coast petrochemical electrification raises sustained baseload demand
ERCOT · Gulf Coast · Composite
- Renewable Announcements·Oct 6MED
Utility-scale solar portfolio advances toward construction across central Illinois
MISO · Illinois · Ameren Illinois
- AI / Data Center Announcements·Oct 6HIGH
Inference-tier facility sited adjacent to existing fiber and substation infrastructure
MISO · Illinois · ComEd
- Utility Filings·Oct 6HIGH
Proposed high-load-factor tariff class with minimum demand and contract term obligations
Retail · Virginia · Dominion Energy Virginia
- Interconnection Queue Changes·Oct 6HIGH
Definitive Planning Phase 2 results shift upgrade obligations across central Illinois cluster
MISO · Illinois · Ameren Illinois
- Large Energy Users·Oct 5HIGH
Aggregate large-load requests in North Texas exceed announced capacity additions
ERCOT · Texas · Oncor
- Transmission Projects·Oct 5HIGH
500 kV rebuild scoped through central Ohio to serve concentrated new load
PJM · Ohio · AEP Ohio
- Manufacturing Expansions·Oct 4HIGH
Semiconductor facility phase expansion confirmed with process-critical reliability requirements
ERCOT · Texas · Oncor
- Utility Filings·Oct 4MED
Rider update filed to recover distribution and reliability investment
Retail · Ohio · AEP Ohio
- Interconnection Queue Changes·Oct 4MED
Large load interconnection agreements executed across two North Texas points of delivery
ERCOT · Texas · Oncor
- Industrial Power Demand·Oct 3MED
Southeast industrial demand index rises on manufacturing recruitment
SERC · Southeast · Composite
- Interconnection Queue Changes·Oct 3MED
Restudy triggered by upstream withdrawal in the western Kansas cluster
SPP · Kansas · Evergy
- Large Energy Users·Oct 2HIGH
Large-load contract terms tightened for new high-density service requests
PJM · Ohio · AEP Ohio
- Renewable Announcements·Oct 2LOW
Repowering project filed for an existing wind portfolio
PJM · Pennsylvania · PPL
- AI / Data Center Announcements·Oct 2HIGH
Existing campus retrofit adds high-density capacity within current service allocation
PJM · Virginia · Dominion Energy Virginia
- Transmission Projects·Oct 2MED
Transmission plan advances northern path reinforcement for load growth and import capability
CAISO · California · PG&E
- Manufacturing Expansions·Oct 1MED
Industrial park expansion targets logistics and cold storage tenants
MISO · Missouri · Evergy Missouri
- Utility Filings·Oct 1MED
System resiliency plan update filed with expanded distribution hardening scope
Retail · Texas · Oncor
Verified public intelligence · filings, ISO/RTO postings, commission dockets, company disclosures