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U.S. Interconnection Queue Reforms Make Impact As Withdrawn Capacity Tops 1.8 TW
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Fusion42 · 21 August 2026 · Fusion42 review
US interconnection queues have seen dramatic regional shifts since 2020, with over 1,800 GW withdrawn, especially solar and battery storage projects, due to reforms like FERC Order 2023 pushing cluster studies and readiness rules. CAISO, PJM, and NYISO led reductions, while ERCOT and MISO experienced capacity growth.
This Wire brief sits within Fusion42's coverage of Climate Tech.
◆ ◆ The Wire takeaway
Queue reforms now prioritise ready projects over speculative ones and impose penalties, opening doors for mature solar and storage developers while marginalising placeholders. You must target grids with clearer rules like CAISO and PJM or you risk wasted capital in open-ended queues.
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1 source · 21 Aug 2026
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