Briefings YTD
20
weekly cadence
Avg Length
42 pages
Distribution
148
institutional readers
Open Rate
84%
Week of May 12 2026
MISO South Locks In as #1 AI Load Corridor
Regions: LA · MS · AR · TX
Critical
- ›Meta Hyperion Phase 2 Entergy filing reaches PSC
- ›AWS Madison Co clears state-level permits
- ›Entergy reserve margin drops below 11.5% threshold
Week of May 5 2026
ERCOT West Queue Hits 38-Month Wait
Regions: TX
High
- ›Oncor transformer lead times push 4+ years
- ›Stargate Abilene Phase 2 land options confirmed
- ›Texas SB 6 amendments tighten DC load reporting
Week of Apr 28 2026
Dominion IRP Update Drives PJM Stress to All-Time High
Regions: VA · WV
Critical
- ›Loudoun moratorium vote 5-4 — passes with conditions
- ›Microsoft Mt Pleasant adds 800MW request
- ›VEC Brambleton substation expansion deferred
Week of Apr 21 2026
Hyperscaler Land Acquisition Shifts to MISO Central
Regions: OH · IN
High
- ›AWS New Albany Phase 4 sitework begins
- ›Licking County zoning amendment passes
- ›AEP Ohio transmission upgrade $3.4B