2026.03.20 | The 2.4TW Interconnection Queue & The Fossil Fuel Renaissance

With a staggering 2.4 terawatt interconnection queue paralyzing the grid, utilities are aggressively abandoning greenfield waits for a quiet fossil fuel renaissance. We unpack how hyperscale data centers running 24/7 base loads are exposing the limits of short-term battery arbitrage, forcing a massive capital rush for firm capacity like LS Power's 4.4-gigawatt natural gas acquisition in PJM. The episode also breaks down critical new cybersecurity threats, analyzing CISA's alert on "living off the land" attacks and how FERC Order 912 is mandating a rapid pivot to zero-trust architectures right down to the substation level. Listen now to understand the high-stakes operational strategies needed to secure your assets and procure dispatchable generation, and catch our special announcement regarding our move to a weekly Tuesday publishing schedule.