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HD Intelligence Desk

The HD Market Scorecard

A weekly A–F grade for new large-load interconnection in ERCOT, SPP, MISO, PJM, and WECC. Open a market for the current grade and the series behind it. Published since July 16, 2026.

Power availability · updated weekly

As of October 26, 2026

Schematic. Regions approximated to state lines; outlined states are not graded.

Texas

Electric Reliability Council of Texas

A-Trending down

TCEQ letter Oct 19; STEERS down. Freeze still binds to Dec 10.

On the calendar

  1. WECC

    CAISO Board decision on large-load enhancements

    Passed · read in next update

  2. PJM

    Revised RBP 205 filing window closes

    Passed · read in next update

  3. WECC

    CAISO and PTO section 205 filings

  4. MISO

    Date requested in ER26-3650

  5. ERCOT

    Statewide audit; the energization freeze binds until then

  6. PJM

    EL26-108 initial briefs now due

  7. PJM

    EL26-108 reply briefs now due

  8. PJM

    RBP suspension ends; effective date

  9. Pending

    SPP

    FERC order on ER26-3685

  10. Pending

    PJM

    RBP paper hearing or revised 205

How This Is Scored

The HD Market Scorecard is Hyperscape Digital's own weekly assessment of how hospitable each major US market is to new large-load interconnection — an opinion index built from public data and our on-the-ground read, not a third-party rating. Grades run A through F on the weighted factors below.

FactorWeightSources
Interconnection queue wait / time-to-power35%LBNL Queued Up, ISO queue data
Uncommitted capacity / reserve margin25%ISO reports, NERC
Large-load tariff & moratorium climate20%Regulatory filings, news
Forward power price / congestion10%ISO market data
HD on-the-ground read10%Hyperscape Digital

Grade History

Every published change to the index, most recent first. Grades held since July 16, 2026 are unchanged from inception.

  1. August 17, 2026

    ERCOTAA-

    Texas paused the Batch Zero large-load interconnection study pending a statewide data-center audit, degrading time-to-power (35%) and tariff/moratorium climate (20%). Held to one notch: the pause is finite, ERCOT retains the deepest uncommitted capacity and lowest forward prices on the board, and the audit favors self-generation structures.

    Read the brief →

Citing the Scorecard

The HD Market Scorecard is Hyperscape Digital’s own opinion index, not a third-party rating. Quote it freely with attribution:

HD Market Scorecard, Hyperscape Digital, October 26, 2026. hyperscapedigital.com/scorecard

Grade changes are explained in the Intelligence Desk briefs. Standing pages for Batch Zero, Senate Bill 6, and time-to-power: explainers. For the power strategy behind the read, see how we secure power.