MISO

MISO infrastructure intelligence for the industrial reshoring decade.

MISO sits at the seam of the U.S. industrial reshoring build-out. We map where transmission expansion, capacity tightening, and industrial demand intersect — and where capital can move before the broader market reprices.

Why this matters

Where capital meets capacity.

Transmission expansion is real, but uneven

MISO's LRTP rollout reshapes basis and congestion across Indiana, Illinois, Wisconsin, Michigan, and the Plains. Position-by-position reads matter more than headline approvals.

Industrial reshoring is concentrated

EV manufacturing, semiconductor anchors, and battery supply chains are reshaping load curves in specific corridors — not uniformly across the footprint.

Independence matters

We hold no positions, take no commissions, and place no capital. The work is decision-grade because we have no other product to sell.

What we analyze

·MISO LRTP transmission build-out by zone
·Substation-level capacity and headroom
·Industrial reshoring concentration and load curves
·Capacity auction posture (PRA / RA construct)
·Basis and congestion across Indiana Hub and seam
·Energy-community and IRA overlay in MISO footprint
·Utility rate-case exposure by territory
·Solar and storage queue economics

Who this is for

Infrastructure funds underwriting MISO exposure

Industrial operators siting reshoring capacity

Renewable developers screening MISO submarkets

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Stock & Milster is a strategic advisory and intelligence firm. Not a registered investment adviser, broker-dealer, placement agent, real estate broker, law firm, or accounting firm. Materials are for institutional decision-making only.