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Grid Transition Radar Nº 001 — Capital Allocators | DC Hub
DC HUB INTELLIGENCE // GRID DESK Free preview LIVE · 2026-10-27 · CC-BY-4.0
Grid Transition Radar · Edition Nº 001 · Capital Allocators · Free Read

The queue is a mirage. The next gigawatt lands where the power is already spilling.

1,467 GW sits in U.S. interconnection queues — more than the entire installed U.S. fleet — yet the grid AI most wants to build on has the longest wait in the country. This is the free read: the thesis, and two of the numbers. The full brief goes deeper.

DC Hub Intelligence· Grid Desk· Refreshed daily from live grid data

● Free · the hook

Four numbers, no signup

Open
U.S. interconnection queue
1,467GW
More generation is waiting in line than the entire installed U.S. fleet. Volume isn't deliverable.
Open
Ashburn time-to-power
44.6months
The longest queue of any major U.S. grid — sitting under the world's #1 market.
Open
Ashburn zone load
Not live
EIA-930 posts Dominion-zone load daily, about 1.5-2.5 days behind, so it is not shown here as live. Dated hourly load: get_grid_intelligence(region_id="PJM-DOM").
Open
Ashburn real-time power price
Withheld
Not published: Dominion-zone price comes only from feeds whose terms bar publishing (Grid Status; PJM Data Miner 2).

● Free today · rotates daily

Featured grid: PJM

One full scoreboard row, unlocked for everyone — a different U.S. grid every day. The other six rows, with verdicts, are in the complete brief.

Time-to-power
44.6mo
Queue depth
374.2GW
Renewable share
2.8%
Curtailment
1.2%

Come back tomorrow for the next grid — or unlock all seven now.

Locked Pro · from today's full brief

The line of the day

“The cost of a stranded gigawatt is now visible in three ISOs' forward positioning — and the market is mispricing the one where
Nº 001 · Capital Allocators · the sentence finishes in the full edition

Locked Pro · the full read

What's in the complete brief

The argument is free. The decision-grade detail — every ISO row, the buildability map, the live provenance envelope — is in the full edition.

Pro
SPP curtailment & the build frontier
11.2%
Where clean power is spilling for want of load — the arbitrage, with the markets named.
Pro
ERCOT queue & large-load
453.8 GW
The deepest queue in the nation, and how much of it is data-center driven.
Pro
Full 7-ISO scoreboard
7 rows
Renewable mix, queue depth, time-to-power & verdict for every U.S. grid.
Pro
The 3 operator moves
Read-through
Exactly where to build, where to wait, and where to walk — this week.
Pro
Northern Virginia cluster ledger
10,663 MW
Ashburn + Sterling + Manassas: 206 facilities across 57 operators — the full cluster read.
Pro
Ashburn congestion component
Withheld
Not published: Dominion-zone price comes only from feeds whose terms bar publishing (Grid Status; PJM Data Miner 2).

Locked Pro · the signature map

The buildability map

Where the next gigawatt can actually land
U.S. ISOs · time-to-power vs spilled clean power · bubble = queued capacity
The full interactive map is in the complete brief
Seven grids, positioned and named — hover any one for its record.
Unlock the full edition

● Free · a different brief every day

Tomorrow: Nº 002 — Site Selection & Ops

The Radar rotates through four audiences on a four-day cycle — same live data core, a different decision lens each morning. Today's numbers refresh within ~15 minutes all day.

Nº 001
Capital Allocators
Nº 002
Site Selection & Ops
Nº 003
Agents & Developers
Nº 004
Infra Press

Today is Nº 001 · Capital Allocators. Free readers get the preview of every edition; the full ledgers are pro.

Keep reading

Two ways in

If you're a person

Read the full brief

The complete edition — every ISO, the live buildability map, and the week's three moves — plus tomorrow's edition in your inbox. Connect DC Hub, or upgrade for full depth.

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If you're an agent
grid-radar · teaser.json
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Self-mint the free tier with claim_free_key, then unlock_more_data for full depth — no reconnect.

Source: DC Hub — dchub.cloud · CC-BY-4.0 Retrieved: 2026-10-27 11:43 UTC This is the free preview. Full edition rotates daily across four audiences.
PROVENANCE
Live this build: U.S. interconnection queue (total + per-ISO depth) (2026-10-27) · per-ISO time-to-power (DCPI) · NoVA cluster ledger (canonical fleet DB)
Calibrated reference: per-ISO curtailment & renewable share (no live per-ISO feed yet).
Content revision 85c5335679ab — changes only when a figure changes, not when the stamp does.
Data: DC Hub (dchub.cloud) · CC-BY-4.0 · cite as "DC Hub, dchub.cloud".