What changed
Recent PRA prints across MISO South zones reflect tighter conditions than headline reserve margins suggest, driven by sub-regional transfer limits and thermal retirement timing.
Implications
Industrial siting decisions in the South footprint should incorporate capacity exposure as a primary variable, not a residual one.
Reshoring announcements in Mississippi and Louisiana need explicit capacity strategy alongside incentive packaging.
Key Takeaways
- 01Capacity is now a siting variable in MISO South, not just an operational one.
- 02Industrial users should layer capacity exposure into the same model as incentives.
Discuss the implications for your platform.