ISO / RTO · MODELED TAPE
PJMDEM98.4GWFCST104.2GW+5.8LMP$49.36CONG$11.6●RES15.8%●TX8●MIXSrc: · · Upd Oct 10, 2026MISODEM76.5GWFCST84.9GW+8.4LMP$39.82CONG$18.7●RES17.4%●TX10●MIXSrc: · · Upd Oct 10, 2026ERCOTDEM58.9GWFCST66.1GW+7.2LMP$41.20CONG$9.8●RES7.6%●TX12●MIXSrc: · · Upd Oct 10, 2026SPPDEM31.7GWFCST36.2GW+4.5LMP$33.15CONG$6.4●RES21.6%●TX5●MIXSrc: · · Upd Oct 10, 2026CAISODEM27.2GWFCST33.5GW+6.3LMP$63.20CONG$13.9●RES11.4%●TX7●MIXSrc: · · Upd Oct 10, 2026NYISODEM16.1GWFCST19.0GW+2.9LMP$68.40CONG$10.3●RES14.1%●TX4●MIXSrc: · · Upd Oct 10, 2026ISO-NEDEM12.8GWFCST15.4GW+2.6LMP$57.10CONG$7.9●RES17.2%●TX3●MIXSrc: · · Upd Oct 10, 2026PJMDEM98.4GWFCST104.2GW+5.8LMP$49.36CONG$11.6●RES15.8%●TX8●MIXSrc: · · Upd Oct 10, 2026MISODEM76.5GWFCST84.9GW+8.4LMP$39.82CONG$18.7●RES17.4%●TX10●MIXSrc: · · Upd Oct 10, 2026ERCOTDEM58.9GWFCST66.1GW+7.2LMP$41.20CONG$9.8●RES7.6%●TX12●MIXSrc: · · Upd Oct 10, 2026SPPDEM31.7GWFCST36.2GW+4.5LMP$33.15CONG$6.4●RES21.6%●TX5●MIXSrc: · · Upd Oct 10, 2026CAISODEM27.2GWFCST33.5GW+6.3LMP$63.20CONG$13.9●RES11.4%●TX7●MIXSrc: · · Upd Oct 10, 2026NYISODEM16.1GWFCST19.0GW+2.9LMP$68.40CONG$10.3●RES14.1%●TX4●MIXSrc: · · Upd Oct 10, 2026ISO-NEDEM12.8GWFCST15.4GW+2.6LMP$57.10CONG$7.9●RES17.2%●TX3●MIXSrc: · · Upd Oct 10, 2026
SMStock & Milster

IND/02 · DEVELOPMENT WAR ROOM

Developers & Industrial Projects

From raw land to energized asset.

A billion-dollar development decision rests on ten infrastructure layers. We make each one visible before land, capital and schedule harden.

SUB 138 kVRAIL SPUR · I-70OPERATING · 1.2M SF
LANDPOWERTRANSMISSIONWATERGASFIBERTRANSPORTATIONUTILITYPERMITTINGCAPITAL

Composite readiness

78 / 100

Interconnection

58

Utility readiness

84

Schedule risk

+11 mo

Site control

100

Modeled · illustrative composite · S&M synthesis of public ISO/RTO, EIA and utility filings · As of Oct 2026

05

Interactive site readiness matrix

Score the site before the site scores you.

Compare candidate sites on the six variables that most often break an industrial schedule.
COMPOSITE 78

Power

72

Transmission

61

Utility readiness

84

Water

93

Site control

100

Interconnection

58

Modeled · illustrative candidate sites · not client data · As of Oct 2026

03

Development timeline

Where infrastructure delays capital deployment.

Red markers are where schedules typically slip — and where diligence earns its fee.

M0

Site control

M4

Utility load study

M9

Interconnection study

+11 mo cluster restudy

M14

Permits / air

M18

Substation build

Transformer lead time 30+ mo

M26

Construction

M34

Energization

Slips to month 45

M40

Commercial operation

04

Critical pressure vectors

Nine disciplines in one war room.

Greenfield Development

70

Infrastructure readiness of raw land before acquisition.

Industrial Expansion

76

Whether existing service can absorb the next phase.

Site Screening

64

Comparative read across candidates at substation level.

Infrastructure Due Diligence

88

Power, water, gas, fiber and permitting at decision grade.

Utility Coordination

72

Posture, study sequencing and escalation framework.

Power Availability

84

Firm capacity and the upgrades it depends on.

Interconnection

90

Study cluster exposure and upgrade cost allocation.

Infrastructure Risk

74

Equipment lead times, permitting and regulatory calendar.

Expansion Planning

60

Phasing tied to substation capacity and utility timing.

06

Geographic intelligence

Every site is a node in a larger system.

Stock & Milster Intelligence Graph

COMPANYFACILITYSITEUTILITYSUBSTATIONTRANSMISSIONISO/RTOPOWER PLANTPROJECTMARKETCAPITALLOADINFRASTRUCTURERISKOPPORTUNITY

07

Decision framework

Gate the decision, not the press release.

  1. G1

    Can the utility serve full load at the target date?

    PASSAdvance to LOI.

    FLAGRe-sequence phases or re-site.

  2. G2

    Are interconnection upgrades bounded in cost and time?

    PASSUnderwrite schedule.

    FLAGCarry contingency or restructure.

  3. G3

    Are water, gas and fiber contracted or contractable?

    PASSSite is decision-ready.

    FLAGResolve before capital commits.

  4. G4

    Do permits align with energization?

    PASSFinalize construction plan.

    FLAGRebuild critical path.

08

How Stock & Milster helps

Diligence before commitments.

Decision-grade deliverables

  • D01Comparative site screens at substation level
  • D02Infrastructure due diligence pack for IC
  • D03Utility constraint and posture map
  • D04Development critical-path risk register
  • D05Phasing scenarios for expansion

Questions leadership brings to us

  • Which candidate can energize on our schedule?
  • Which infrastructure constraints have we not priced in?
  • How should we phase around utility timing?

Stock & Milster advises on the decision. We do not sell the project. Engagements are scoped to geography, facilities and depth of analysis.

10 · EXECUTIVE ACCESS

Make the infrastructure picture visible before the commitment hardens.