Interconnection Risk Audit
What your queue position is actually worth.
Independent review of an interconnection position — queue depth, withdrawal dynamics, study results, and upgrade allocations — producing probability-weighted in-service dates and cost exposure.
Inputs
Queue + studies
Public ISO data
Output
P50 / P90 dates
Modeled timing
Trigger
Before next deposit
When it still matters
Decision chain
01 · Signal
A queue position, study result, or upgrade cost allocation under review.
02 · Analysis
Benchmark against queue depth, withdrawal rates, cluster results, and upgrade precedent.
03 · Decision
Hold, restructure, accelerate, or withdraw the position.
04 · Financial impact
Clarifies the realistic in-service date and cost before more capital is posted.
05 · Execution
Interconnection risk summary, timing scenarios, and upgrade exposure estimate.
Intelligence model
How the decision actually works.
In service: 14 GW (14% of entry) — Reaches commercial operation.
Illustrative cluster of 100 GW entering study. Hover a stage.
Executive brief
What leadership needs to know.
What is happening+
Queues are deep, withdrawal rates are high, and upgrade allocations are rising.
Why it matters+
A queue position's value depends on what happens to everyone ahead of it.
What it could cost+
Network upgrade allocations can shift materially when projects ahead withdraw.
What options exist+
Hold, re-size, move point of interconnection, pursue surplus or provisional service, or withdraw.
What Stock & Milster analyzes+
Queue depth, cluster studies, withdrawal history, upgrade costs, and ISO rule changes.
The next decision+
Estimate a probability-weighted in-service date before the next deposit is due.
Scope
What we examine.
01
Queue Position
Projects ahead, cluster composition, and historical withdrawal rates.
02
Study Results
Feasibility, system impact, and facilities study findings and sensitivities.
03
Upgrade Exposure
Network upgrade allocations and how they shift when projects withdraw.
04
Timing Scenarios
P50 / P90 in-service dates under ISO rule changes and construction lead times.
Output
What you receive.
- D/01Interconnection & queue risk summary
- D/02Timing scenario model
- D/03Upgrade cost exposure estimate
- D/04Hold / restructure / withdraw recommendation
Horizon
2–4 weeks
Format
Audit memo + scenarios
Cadence
Before each deposit
Next decision
Estimate a probability-weighted in-service date before the next deposit is due.
Stock & Milster advises on the decision. We do not sell the project. Engagements are scoped to the decision, geography, facilities, and depth required.