According to a recent LinkedIn post from Grid Status, the firm highlights a sharp divergence in solar generation trends between the MISO and PJM power markets over the past three years. The post notes that while the two markets were similar in solar capacity a year ago, MISO’s peak solar output has now grown more than sixfold since early 2023, outpacing PJM where output has roughly tripled.
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The post attributes this divergence to stronger incentives in several MISO states and ongoing interconnection challenges in PJM, which may be slowing project additions there. It also points out that on the same calendar day three years ago, solar represented less than 3% of MISO’s fuel mix, whereas it can now become the largest single source of generation during peak hours, underscoring the speed of the regional energy transition.
For investors, this information suggests that MISO may be emerging as a relatively more favorable region for solar deployment compared to PJM, with policy support and grid access dynamics shaping project economics. The post also implies a growing need for analytics and real-time grid data to track these shifts, potentially reinforcing demand for Grid Status’s market intelligence offerings as capital allocators evaluate regional renewable exposure and grid-integration risks.