According to a recent LinkedIn post from Nira Energy, internal analysis of three years of Southwest Power Pool DISIS study results suggests a high attrition rate in the interconnection queue, with four out of five projects not reaching a Generator Interconnection Agreement. The post notes that this appears to reflect how project economics and required network upgrades play out over time, rather than a procedural flaw.
Claim 55% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
The company’s LinkedIn post highlights that across seven SPP DISIS study phases, roughly $83 billion in network upgrades have been identified, with estimated costs peaking in Phase 1 and then falling as projects withdraw. The post indicates that this pattern has repeated twice historically, while hinting that the 2024 queue could diverge, which may signal a shift in project viability, grid investment needs, and timing of new generation coming online in the SPP footprint.
The post also promotes access to Nira Energy’s full analysis through a subscription to its ISO Insights product, underscoring the firm’s focus on data-driven transmission and interconnection analytics. For investors following power markets and grid-constrained renewable development, this emphasis on queue dynamics and upgrade cost evolution may offer additional context for assessing congestion risk, capital deployment timing, and the competitive landscape for developers in SPP and similar markets.