2025.12.09 | 266 GW Canceled: The US Grid’s $400B Purge

The US power sector just witnessed a seismic "purge" of 266 GW in capacity, erasing nearly 1,900 projects and $400 billion in potential capital. We analyze why stricter grid reliability rules are decimating the interconnection queue and how the Pacific Northwest is facing a structural energy deficit by 2026. From NextEra's strategic pivot to gas logistics to the DOJ's crackdown on market power, learn how the industry is shifting from theoretical targets to physical reality. Tune in to understand the "Great Divergence" and what the transition to firm capacity means for your portfolio.