HD Intelligence Desk · OCTOBER 2026
Weekly large-load briefs on ERCOT, PJM, SPP, MISO, and WECC, and the monthly State of the AI & Hyperscale Data Center Market.
HD Market Scorecard
Power availability · updated weekly
As of October 26, 2026
How this is scored →ERCOT
A-↓
TCEQ letter Oct 19; STEERS down. Freeze still binds to Dec 10.
SPP
B+–
ER26-3685 still no FERC order. CHILL path still open.
MISO
C–
ER26-3650 still no FERC order. Dec 4 requested. Process, not reserve margin.
PJM
D↓
FERC extends RBP briefs to Jan 11. No 205 yet. Still suspended to Feb 28.
WECC
C+–
Board still Oct 28; 205 planned Nov 16. No tariff or time-to-power move.
Latest
The Archive
The daily brief
Large-load and interconnection signals, once a day.
What moved on the grids that gate American compute: interconnection, tariff, offtake, and siting. What happened, then why it matters to time-to-power. Sourced. One issue a day.