{"as_of_date":"2026-09-12","data_sources":["market_power_scores (DCPI, 100+ markets, daily recompute)","interconnection_queue (live ISO scrapes)","grid status (grid operators on 5 continents: 7 US ISOs + TVA + BPA + IESO) + 43 US utility balancing authorities"],"generated_at":"2026-09-12T22:13:34.491053Z","grid_mix_now":[],"interconnection_queue":{"by_iso":[{"as_of":"2026-09-12","historical_completion_pct":null,"iso":"NESO","new_applications_period":null,"new_applications_q_gw":null,"queued_load_data_center_gw":53.1,"queued_load_dc_share_pct":8.9,"queued_load_total_gw":596.1,"source_name":"UK NESO TEC Register (active connections queue, per-project MW)","source_url":"https://www.neso.energy/data-portal/transmission-entry-capacity-tec-register","top_subregions":null,"v":"published"},{"as_of":"2026-09-12","historical_completion_pct":null,"iso":"ERCOT","new_applications_period":null,"new_applications_q_gw":null,"queued_load_data_center_gw":225.0,"queued_load_dc_share_pct":null,"queued_load_total_gw":438.4,"source_name":"ERCOT GIS Report (August2026, active generation queue)","source_url":"https://www.ercot.com/misdownload/servlets/mirDownload?doclookupId=1269363208","top_subregions":[{"approved_to_energize_gw":9.0,"as_of":"2026-Q1","basis":"cited: ERCOT Q1-2026 TAC Large Load update","in_process_gw":225.0,"name":"Large-load (data-center-driven) interconnection queue","note":"ERCOT large-load (>=75 MW) interconnection queue, predominantly data centers \u2014 DISTINCT from the generation queue (queued_load_total_gw); not a share of generation.","source_url":"https://www.ercot.com/services/rq/large-load-integration"}],"v":"published"},{"as_of":"2026-09-12","historical_completion_pct":null,"iso":"MISO","new_applications_period":null,"new_applications_q_gw":null,"queued_load_data_center_gw":null,"queued_load_dc_share_pct":null,"queued_load_total_gw":225.3,"source_name":"MISO GI Queue API (applicationStatus=Active, summer MW)","source_url":"https://www.misoenergy.org/api/giqueue/getprojects","top_subregions":null,"v":"published"},{"as_of":"2026-09-12","historical_completion_pct":null,"iso":"SPP","new_applications_period":null,"new_applications_q_gw":null,"queued_load_data_center_gw":null,"queued_load_dc_share_pct":null,"queued_load_total_gw":187.1,"source_name":"SPP GI active requests (MAX Summer MW, excl. cessation)","source_url":"https://opsportal.spp.org/Studies/GenerateActiveCsv","top_subregions":null,"v":"published"},{"as_of":"2026-09-12","historical_completion_pct":null,"iso":"PJM","new_applications_period":null,"new_applications_q_gw":null,"queued_load_data_center_gw":null,"queued_load_dc_share_pct":null,"queued_load_total_gw":170.5,"source_name":"PJM New Services Queue (active, sum of MFO)","source_url":"https://services.pjm.com/PJMPlanningApi/api/Queue/ExportToXls","top_subregions":null,"v":"published"},{"as_of":"2026-09-12","historical_completion_pct":null,"iso":"CAISO","new_applications_period":null,"new_applications_q_gw":null,"queued_load_data_center_gw":null,"queued_load_dc_share_pct":null,"queued_load_total_gw":74.7,"source_name":"CAISO Public Queue Report (Application Status=ACTIVE, Net MWs to Grid)","source_url":"https://www.caiso.com/PublishedDocuments/PublicQueueReport.xlsx","top_subregions":null,"v":"published"},{"as_of":"2026-09-12","historical_completion_pct":null,"iso":"AESO","new_applications_period":null,"new_applications_q_gw":null,"queued_load_data_center_gw":18.8,"queued_load_dc_share_pct":75.1,"queued_load_total_gw":25.1,"source_name":"Alberta AESO Connection Project List (active; September-2026-Project-List.xlsx)","source_url":"https://www.aeso.ca/grid/connecting-to-the-grid/connection-project-reporting/","top_subregions":null,"v":"published"},{"as_of":"2026-09-12","historical_completion_pct":null,"iso":"IESO","new_applications_period":null,"new_applications_q_gw":null,"queued_load_data_center_gw":12.1,"queued_load_dc_share_pct":66.9,"queued_load_total_gw":18.1,"source_name":"Ontario IESO CAA connection queue (active, summer MW)","source_url":"https://www.ieso.ca/en/Get-Involved/Connection-Assessments/Connection-Application-Status","top_subregions":null,"v":"published"},{"as_of":"2026-09-12","historical_completion_pct":null,"iso":"ISO-NE","new_applications_period":null,"new_applications_q_gw":null,"queued_load_data_center_gw":null,"queued_load_dc_share_pct":null,"queued_load_total_gw":14.3,"source_name":"ISO-NE IRTT Public Queue (active, Summer MW)","source_url":"https://irtt.iso-ne.com/reports/external","top_subregions":null,"v":"published"},{"as_of":"2026-09-12","historical_completion_pct":null,"iso":"NYISO","new_applications_period":null,"new_applications_q_gw":null,"queued_load_data_center_gw":null,"queued_load_dc_share_pct":null,"queued_load_total_gw":10.3,"source_name":"NYISO Interconnection Queue (active, SP MW)","source_url":"https://www.nyiso.com/documents/20142/1407078/NYISO-Interconnection-Queue.xlsx","top_subregions":null,"v":"published"}],"data_center_share_pct":null,"snapshot_date":"2026-09-12","total_mw_queued":null},"iso_rollup":[{"avg_constraint":40.9,"avg_excess":69.2,"avg_ttp":16.0,"avoid_count":0,"build_count":11,"build_pct":91.7,"count":12,"iso":"SPP"},{"avg_constraint":29.4,"avg_excess":57.4,"avg_ttp":9.6,"avoid_count":1,"build_count":1,"build_pct":50.0,"count":2,"iso":"HQ"},{"avg_constraint":42.2,"avg_excess":55.8,"avg_ttp":15.7,"avoid_count":10,"build_count":8,"build_pct":15.4,"count":52,"iso":"WECC"},{"avg_constraint":55.0,"avg_excess":66.1,"avg_ttp":55.7,"avoid_count":0,"build_count":1,"build_pct":5.3,"count":19,"iso":"ERCOT"},{"avg_constraint":41.9,"avg_excess":50.7,"avg_ttp":19.4,"avoid_count":22,"build_count":2,"build_pct":5.3,"count":38,"iso":"MISO"},{"avg_constraint":39.7,"avg_excess":37.5,"avg_ttp":16.6,"avoid_count":16,"build_count":0,"build_pct":0.0,"count":17,"iso":"PJM"},{"avg_constraint":21.9,"avg_excess":50.4,"avg_ttp":7.5,"avoid_count":0,"build_count":0,"build_pct":0.0,"count":1,"iso":"MH"},{"avg_constraint":53.7,"avg_excess":52.5,"avg_ttp":22.3,"avoid_count":3,"build_count":0,"build_pct":0.0,"count":4,"iso":"NORDPOOL"},{"avg_constraint":58.5,"avg_excess":65.3,"avg_ttp":40.9,"avoid_count":0,"build_count":0,"build_pct":0.0,"count":14,"iso":"CAISO"},{"avg_constraint":54.0,"avg_excess":54.1,"avg_ttp":29.5,"avoid_count":0,"build_count":0,"build_pct":0.0,"count":1,"iso":"CEN"},{"avg_constraint":52.9,"avg_excess":51.5,"avg_ttp":34.9,"avoid_count":0,"build_count":0,"build_pct":0.0,"count":3,"iso":"ONS"},{"avg_constraint":26.9,"avg_excess":44.0,"avg_ttp":10.1,"avoid_count":11,"build_count":0,"build_pct":0.0,"count":11,"iso":"ISONE"},{"avg_constraint":31.6,"avg_excess":43.5,"avg_ttp":11.3,"avoid_count":2,"build_count":0,"build_pct":0.0,"count":2,"iso":"AESO"},{"avg_constraint":32.9,"avg_excess":37.9,"avg_ttp":13.2,"avoid_count":13,"build_count":0,"build_pct":0.0,"count":13,"iso":"SERC"},{"avg_constraint":27.9,"avg_excess":35.9,"avg_ttp":10.0,"avoid_count":7,"build_count":0,"build_pct":0.0,"count":7,"iso":"TVA"}],"license":{"attribution_required":true,"citation":"DC Hub. (2026). Monthly Data Center Energy Report. https://dchub.cloud/reports/energy/monthly. Licensed CC-BY-4.0.","commercial_use_allowed":true,"id":"CC-BY-4.0","name":"Creative Commons Attribution 4.0 International","url":"https://creativecommons.org/licenses/by/4.0/"},"markets_scored_total":211,"narrative_summary":{"audience":"default","cache_age_seconds":0,"generated_at":"2026-09-12T22:40:21.827404Z","model":"claude-haiku-4-5-20251001","text":"The power map reveals a decisive bifurcation: 100 markets hit AVOID status against only 23 BUILD verdicts, signaling structural grid stress across major coastal and Eastern demand centers. SPP dominates as the build-friendly ISO at 91.7% favorable verdict penetration, anchored by Rural SPP's 74.9 composite score and 10.8-month time-to-power. ERCOT, despite housing the top-ranked Midland\u2013Odessa site (83.0 composite, 9.6 TTP), registers only 5.3% build-rated markets because offshore constraint pressure averages 55.0\u2014the highest across all ISOs\u2014and TTP variance reaches 55.7 months at congested nodes. PJM is functionally off the table with zero BUILD verdicts; Chantilly's 57.4 constraint ceiling reflects acute Northern Virginia saturation. NORDPOOL-regulated markets (Copenhagen 56.5, Helsinki 56.0, Oslo 54.2) are all AVOID. By contrast, Upper Peninsula MI and Williston, ND\u2014both MISO, both 9.6 TTP or better\u2014suggest selective pockets remain viable despite MISO's 5.3% build percentage.\n\nThe next two quarters will see power availability tighten further. With 100 AVOID verdicts concentrated in queue-heavy regions and ERCOT's time-to-power blowout signaling sustained curtailment risk, hyperscalers cannot rely on Eastern seaboard or Texas expansion. SPP's 40.9 average constraint and 16.0 average TTP provide genuine capacity runway, but capacity is finite. Allocators must pivot capital to Plains-anchored builds (SPP, MISO rural nodes) or face 18+ month delays in coastal metros. The 47% CAUTION distribution is a warning flag: marginal markets will tip toward AVOID as queue depth grows and grid interconnection backlogs compound through Q4 2026 and into H1 2027."},"ranking_basis":"composite_score DESC (derive_composite_score: 60% excess power, 30% inverse constraint, 10% time-to-power, x verdict multiplier)","ranking_is_scored":true,"scored_market_count":23,"top_avoid_markets":[{"composite":27.6,"constraint":57.4,"iso":"PJM","market":"Chantilly","page":"https://dchub.cloud/dcpi/chantilly","slug":"chantilly"},{"composite":29.1,"constraint":56.5,"iso":"NORDPOOL","market":"Copenhagen","page":"https://dchub.cloud/dcpi/copenhagen","slug":"copenhagen"},{"composite":29.3,"constraint":56.0,"iso":"NORDPOOL","market":"Helsinki","page":"https://dchub.cloud/dcpi/helsinki","slug":"helsinki"},{"composite":29.7,"constraint":55.7,"iso":"WECC","market":"Quincy","page":"https://dchub.cloud/dcpi/quincy","slug":"quincy"},{"composite":29.5,"constraint":54.2,"iso":"NORDPOOL","market":"Oslo","page":"https://dchub.cloud/dcpi/oslo","slug":"oslo"},{"composite":27.7,"constraint":53.9,"iso":"PLN","market":"Jakarta","page":"https://dchub.cloud/dcpi/jakarta","slug":"jakarta"},{"composite":27.6,"constraint":53.5,"iso":"PJM","market":"McLean","page":"https://dchub.cloud/dcpi/mclean","slug":"mclean"},{"composite":28.6,"constraint":53.0,"iso":"PJM","market":"Sandston","page":"https://dchub.cloud/dcpi/sandston","slug":"sandston"},{"composite":27.4,"constraint":52.5,"iso":"PJM","market":"Chester","page":"https://dchub.cloud/dcpi/chester","slug":"chester"},{"composite":27.8,"constraint":49.5,"iso":"PJM","market":"Culpeper","page":"https://dchub.cloud/dcpi/culpeper","slug":"culpeper"}],"top_build_markets":[{"composite":83.0,"constraint":22.8,"excess_power":85.7,"iso":"ERCOT","market":"Midland\u2013Odessa","page":"https://dchub.cloud/dcpi/midland-tx","slug":"midland-tx","ttp_months":9.6},{"composite":77.1,"constraint":19.0,"excess_power":74.0,"iso":"MISO","market":"Upper Peninsula MI","page":"https://dchub.cloud/dcpi/upper-michigan","slug":"upper-michigan","ttp_months":9.6},{"composite":76.1,"constraint":17.7,"excess_power":71.4,"iso":"MISO","market":"Williston, ND","page":"https://dchub.cloud/dcpi/williston-nd","slug":"williston-nd","ttp_months":8.4},{"composite":74.9,"constraint":22.5,"excess_power":72.4,"iso":"SPP","market":"Rural SPP","page":"https://dchub.cloud/dcpi/rural-spp","slug":"rural-spp","ttp_months":10.8},{"composite":73.2,"constraint":28.5,"excess_power":72.5,"iso":"WECC","market":"Cheyenne","page":"https://dchub.cloud/dcpi/cheyenne","slug":"cheyenne","ttp_months":10.8},{"composite":69.5,"constraint":37.2,"excess_power":71.3,"iso":"SPP","market":"North Kansas City","page":"https://dchub.cloud/dcpi/north-kansas-city","slug":"north-kansas-city","ttp_months":13.0},{"composite":69.3,"constraint":36.4,"excess_power":70.0,"iso":"WECC","market":"Gilbert","page":"https://dchub.cloud/dcpi/gilbert","slug":"gilbert","ttp_months":10.6},{"composite":69.1,"constraint":31.6,"excess_power":66.6,"iso":"HQ","market":"Montr\u00e9al","page":"https://dchub.cloud/dcpi/montreal","slug":"montreal","ttp_months":8.4},{"composite":69.1,"constraint":32.1,"excess_power":67.5,"iso":"WECC","market":"Tucson","page":"https://dchub.cloud/dcpi/tucson","slug":"tucson","ttp_months":10.9},{"composite":68.7,"constraint":37.5,"excess_power":69.6,"iso":"WECC","market":"Scottsdale","page":"https://dchub.cloud/dcpi/scottsdale","slug":"scottsdale","ttp_months":10.9}],"verdict_distribution":{"AVOID":100,"BUILD":23,"CAUTION":88,"LOW_SIGNAL":0},"vs_proprietary_research":{"edge_vs_them":{"access":"Free public JSON + MCP + Markdown vs $5-25K PDF","distribution":"AI-agent native (27 MCP tools) vs human PDF only","freshness":"Daily DCPI recompute vs annual H2 publish cadence","license":"CC-BY-4.0 vs proprietary \u00a9 + NDA"},"headline":"Live equivalent of CBRE / JLL H2 energy-and-power chapters \u2014 refreshed daily, machine-readable, CC-BY-4.0.","honest_caveat":"We are a power-data layer, not a multi-year capacity forecast. If you need a 5-year PPA outlook with bilateral-deal context, buy the CBRE/JLL report. If you need to know which 10 markets are BUILD-verdict TODAY and why, this is faster + free.","they_cover_we_dont_yet":["Long-term capacity outlook (3-5 year forecast)","PPA pricing benchmarks per region","Behind-the-meter project disclosures (private deals)"],"we_cover":["Per-market DCPI verdicts (BUILD/CAUTION/AVOID, 100+ markets, daily)","Interconnection-queue depth + data-center share by ISO","Reserve margin + queue-wait + curtailment per market","Real-time fuel mix + carbon intensity across live grids on 5 continents + 43 US utility BAs","Excess-power score + time-to-power (TTP) per market"]},"window":"monthly"}
