2026.03.10 | PJM Unlocks 40% Capacity & The $3.6B MISO-SPP Grid Build

With skyrocketing data center demand slamming into the grid, PJM just deployed dynamic software to instantly unlock up to 40% more transmission capacity without pouring a single ounce of concrete. We analyze this historic implementation of FERC Order 881 alongside MISO and SPP’s newly advanced $3.6 billion cross-border transmission portfolio designed to alleviate chronic regional congestion. The episode also unpacks a startling 16% drop in utility-scale solar installations due to federal safe harbor delays, and explains why credit rating agencies remain completely unbothered by staggering utility capex programs like DTE Energy’s $36.5 billion plan. Listen now to master the crucial strategies grid operators are using to navigate resource adequacy shortfalls before massive new infrastructure can be energized.