Solar & Storage

Solar site screening for institutional capital.

Independent, pre-LOI feasibility reads on utility-scale solar and storage sites — interconnection posture, curtailment exposure, basis risk, and IRA-bonus overlays. We do not develop, broker, or place capital. The screen is the product.

Why this matters

Where capital meets capacity.

Most sites fail the queue, not the pro forma

Interconnection cost and timing — not LCOE — is the binding constraint across PJM, MISO, and ERCOT. Diligence has to start at the substation, not the spreadsheet.

Curtailment is now a basis problem

West Texas, Oklahoma, and parts of MISO South are repricing through congestion. Forward basis assumptions need to match real transmission posture.

IRA bonuses change the merit order

Energy-community and domestic-content adders shift which sites clear at institutional return thresholds. We map overlays at the parcel level.

What we analyze

·Substation interconnection feasibility
·Cluster study posture and cost-allocation risk
·Curtailment and basis exposure by node
·Transmission upgrade dependencies
·Energy-community and domestic-content overlays
·Land control, title, and entitlement readiness
·Off-take depth and PPA pricing benchmarks
·Comparable cleared projects and timing

Who this is for

Infrastructure funds screening pipelines pre-LOI

Developers seeking independent second reads

Lenders sizing construction and term risk

Open a discovery call.

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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.