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

Methodology · GAI

Grid Availability Index

Composite 0–100 score measuring near-term ability of a sub-region to absorb new large load without triggering network upgrades, queue restudy, or capacity scarcity pricing.

Inputs

Source feeds and weights.

FeedClassWeight
ISO interconnection queue (active MW vs cluster cycle)MODELED INTELLIGENCE30%
Substation ATC + planned network upgrades (FERC 715)MODELED INTELLIGENCE25%
Capacity auction clearing trajectoryLIVE PUBLIC DATA20%
EIA-930 hourly balancing area load shapeLIVE PUBLIC DATA15%
Utility IRP signal & rate-case postureMODELED INTELLIGENCE10%

Model

Formula and plain English.

Formula

GAI = 100 − w₁·QueueDepth − w₂·HeadroomDeficit − w₃·CapacityPriceΔ − w₄·LoadShapeStress − w₅·UtilitySignal

In plain English

Start at 100, subtract weighted penalties for crowded queues, low substation headroom, rising capacity prices, peakier load shapes, and constrained utility posture.

Operations

Cadence and confidence.

Refresh cadence

Daily composite

Confidence interval

Reported with ±6 point P50/P90 band on backtested 18-month horizon.

Limitations

What this index does not do.

  • L/01Backtested against post-2022 PJM, MISO, ERCOT prints; earlier regimes are out-of-distribution.
  • L/02Sub-region resolution is balancing-area, not substation. Site-level reads require engagement.
  • L/03Does not price political risk to specific projects.

Change log

Recent calibration history.

2026-Q2

Recalibrated queue-depth weighting to reflect ISO cluster reform timelines.

2026-Q1

Added EIA-930 load shape stress term.