ISO / RTO LIVE
PJMDEM118.4GWFCST142.0GW+23.6LMP$58.20CONG$12.4●RES16.9%●TX7●MIXMISODEM92.1GWFCST118.5GW+26.4LMP$42.10CONG$18.9●RES18.2%●TX9●MIXERCOTDEM68.7GWFCST87.2GW+18.5LMP$61.45CONG$9.8●RES8.2%●TX11●MIXSPPDEM38.2GWFCST52.6GW+14.4LMP$35.18CONG$6.4●RES22.4%●TX4●MIXCAISODEM29.8GWFCST46.4GW+16.6LMP$67.40CONG$14.7●RES12.1%●TX6●MIXNYISODEM19.4GWFCST28.9GW+9.5LMP$76.92CONG$11.2●RES14.7%●TX3●MIXISO-NEDEM14.6GWFCST22.1GW+7.5LMP$59.84CONG$8.1●RES17.8%●TX2●MIXPJMDEM118.4GWFCST142.0GW+23.6LMP$58.20CONG$12.4●RES16.9%●TX7●MIXMISODEM92.1GWFCST118.5GW+26.4LMP$42.10CONG$18.9●RES18.2%●TX9●MIXERCOTDEM68.7GWFCST87.2GW+18.5LMP$61.45CONG$9.8●RES8.2%●TX11●MIXSPPDEM38.2GWFCST52.6GW+14.4LMP$35.18CONG$6.4●RES22.4%●TX4●MIXCAISODEM29.8GWFCST46.4GW+16.6LMP$67.40CONG$14.7●RES12.1%●TX6●MIXNYISODEM19.4GWFCST28.9GW+9.5LMP$76.92CONG$11.2●RES14.7%●TX3●MIXISO-NEDEM14.6GWFCST22.1GW+7.5LMP$59.84CONG$8.1●RES17.8%●TX2●MIX
SMStock & Milster

REPORTS / 08

Strategic Reports

Quarterly, monthly and bespoke institutional research across power markets, AI infrastructure and infrastructure capital.

RPT/01QUARTERLY · FLAGSHIP

State of Grid Capacity — Q1 2026

PJM, MISO and ERCOT capacity compression trajectory through 2028, with binding-constraint cartography and large-load risk pricing.

RPT/02ROLLING · MONTHLY

AI Infrastructure Expansion Watch

Hyperscaler campus pipeline, gigascale generation co-location strategy and the institutional capital deployment map.

RPT/03ZONE BRIEF

PJM Constraint Outlook

AP South, AEP-Dayton and NoVA constraint trajectory; data center rider implications and queue velocity analysis.

RPT/04ZONE BRIEF

MISO Capacity Monitor

Reserve margin compression, North-South seam friction and the structural shortfall under accelerated load growth.

RPT/05ANNUAL · INSTITUTIONAL

Emerging Power Corridors Report

High Strategic Value Corridor registry with Transmission Accessibility Scores and parcel-level siting overlays.