Active Discoveries
5
Mean Confidence
85%
Near-Term Windows
3
< 9 months
Strategic Horizons
3
emerging · land · constraint
Discovery Feed
Emerging Opportunity Alerts
Emerging Corridor · horizon 12-18 mo
I-20 East Texas Data Corridor
Convergence of cheap land, AEP Texas headroom, fiber from Tyler, and Permian gas. Estimated 18-month window before pricing inflation.
Confidence
87%
◆ 3 hyperscaler LOIs filed◆ AEP IRP includes 4.2 GW additions◆ 5 PE funds scouting
Strategic Land · horizon 6-9 mo
Sandersville, GA — Solar+BESS Cluster
Georgia Power interconnect queue clearing Q3, county actively recruiting, parcels still <$8K/acre.
Confidence
82%
◆ Queue position 14 → 3◆ Tax abatement extended 2030◆ Fiber lateral planned
Future Grid Constraint · horizon 24-36 mo
PJM DOM Zone — Reserve Cliff 2027
Load growth from NoVA + retirement of Possum Point pushes reserve margin <10% by 2027. New gen will command premium.
Confidence
91%
◆ Dominion IRP gap of 6.4 GW◆ 2 coal plants retiring 2026◆ Capacity auction signal 4x
Politically Favorable · horizon Now-18 mo
Maricopa County AZ — Pro-Infra Shift
New BoS composition + state tax reform creates 18-month approval window for utility-scale.
Confidence
79%
◆ 3 of 5 supervisors pro-DC◆ Permitting time -42% YoY◆ Salt River Project IRP RFP open
Utility Generation Need · horizon 3-6 mo
Entergy Mississippi — Long Generation
Industrial reshoring + Steel Dynamics adds 1.2 GW unhedged. IRP signals immediate procurement.
Confidence
85%
◆ MPSC docket 2025-UA-31◆ RFP expected Q2◆ Gas + solar preferred