The interconnect queue at most ISOs is now 4-7 years out for new utility-scale projects of any size. Hyperscalers know this and are quietly underwriting behind-the-meter generation directly at sites. The implication for the equipment supply chain is more positive than current estimates reflect.
AI-Assisted
Energy
Energy Watch: Behind-the-Meter Generation Is the Trade
Front-of-meter is crowded. The capex pipeline is shifting toward behind-the-meter generation for hyperscaler sites.
This briefing was generated with AI assistance and reviewed for accuracy. Always verify before making investment decisions.