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
← Who We Advise

Corporate Strategy & Site Selection

Compare locations on the constraint that will actually decide them.

Site selection processes often treat power as a checkbox. For energy-intensive operations it is frequently the deciding constraint. We research candidate locations so leadership can compare them on evidence.

Discuss a Site Decision

Decisions they face

  • Which shortlisted location to advance for a new facility or expansion
  • Whether a preferred site's energization timeline fits the operating plan
  • How to phase a build against realistic power availability
  • Which locations to remove from consideration early

Questions our research addresses

  • Which candidate sites have realistic access to the capacity we need, and when?
  • What infrastructure upgrades would each site depend on?
  • How do long-term cost exposure and regulatory direction compare across territories?
  • Where is timing uncertainty greatest, and why?

Research deliverables

Location Comparison Matrix

Candidate sites compared on power availability, timing, dependencies and cost exposure, with stated scoring rules.

Power Availability Assessment

Evidence-based read on capacity and energization pathways per site.

Infrastructure Dependency Map

The upgrades, approvals and counterparties each location relies on.

Executive Briefing

Written findings and scenarios for the selection committee.

Illustrative example — not a client engagement or live market data

Illustrative: three candidate sites for a 120 MW facility

Situation
A company shortlists three sites in different utility territories with similar land and labor profiles.
Research
Each site is researched for nearby substation capacity, published upgrade plans, queue conditions and tariff direction.
Decision implication
The comparison shows one site is strongest on cost but depends on an upgrade with no committed in-service date — leadership can weigh speed against cost explicitly.

Evaluating a decision like this?

Tell us the decision. A principal reviews every inquiry in confidence.