Norvian Review.By Norvian Capital Partners Norvian Capital Partners

The Ledger / Power projects waiting for money

Data

Power projects waiting for money

Generation and storage projects in the Texas (ERCOT) and New York (NYISO) interconnection queues, the only two that name who stands behind each project. A project with a signed interconnection agreement and no construction is a project that has its grid connection and still needs its capital.

ERCOT Generator Interconnection Status report; NYISO interconnection queue. Our calculations.

The queue in one line

Projects in the queues
1,971
Capacity
482 GW
Signed, not building
629
Their capacity
141 GW
Median project waiting
200 MW
Months from queue to agreement
45.7

Where the projects are

By operator and stage.

6 rows
OperatorStageProjectsCapacity
ERCOT (Texas)studies1,144300.5 GW
ERCOT (Texas)agreement signed569135.1 GW
ERCOT (Texas)building2310.2 GW
NYISO (New York)studies16027.6 GW
NYISO (New York)agreement signed605.5 GW
NYISO (New York)building153.1 GW

Waiting for money, by fuel

Signed, not building.

8 rows
OperatorFuelProjectsCapacity
ERCOTSolar24662.1 GW
ERCOTOther, mostly storage20835.4 GW
ERCOTWind8220.3 GW
ERCOTGas3317.3 GW
NYISOSolar403.2 GW
NYISOOther, mostly storage121.0 GW
NYISOWind50.7 GW
NYISOOther (NYISO)30.5 GW

When they mean to switch on

Gigawatts signed and not building, by fuel and the year of planned commercial operation.

5 rows
202520262027202820292030203120322033Total
Solar0.4 GW10.3 GW17.6 GW25.8 GW9.0 GW1.1 GW1.0 GW0.2 GW65.3 GW
Other, mostly storage4.2 GW9.2 GW15.3 GW6.4 GW0.8 GW0.4 GW0.2 GW36.4 GW
Wind4.1 GW5.6 GW6.0 GW2.8 GW2.5 GW21.1 GW
Gas0.0 GW0.1 GW1.9 GW9.2 GW1.5 GW2.2 GW0.2 GW0.2 GW2.0 GW17.3 GW
Other (NYISO)0.3 GW0.3 GW0.5 GW

By project size

5 rows
SizeProjectsCapacity
under 50 MW590.8 GW
50-100 MW503.5 GW
100-250 MW32755.3 GW
250-500 MW14646.5 GW
500 MW+4734.6 GW

By county

Where the waiting projects will be built.

40 rows
CountyOperatorProjectsCapacityMain fuel
BrazoriaERCOT255.67 GWOther
WhartonERCOT215.16 GWSolar
PecosERCOT205.05 GWWind
BordenERCOT93.74 GWSolar
BastropERCOT83.64 GWGas
WilbargerERCOT83.52 GWSolar
LamarERCOT153.50 GWSolar
Deaf SmithERCOT42.60 GWSolar
San PatricioERCOT112.55 GWSolar
HaskellERCOT92.50 GWSolar
FreestoneERCOT82.42 GWSolar
HillERCOT112.32 GWSolar
MilamERCOT142.30 GWSolar
WardERCOT32.23 GWGas
NavarroERCOT102.15 GWSolar
ConchoERCOT62.08 GWSolar
StarrERCOT81.95 GWWind
RobertsonERCOT61.77 GWOther
JonesERCOT81.77 GWSolar
ReevesERCOT81.73 GWOther
GlasscockERCOT91.71 GWWind
DickensERCOT71.70 GWSolar
MatagordaERCOT81.68 GWSolar
ScurryERCOT31.62 GWSolar
WebbERCOT51.51 GWSolar
MclennanERCOT91.50 GWSolar
KnoxERCOT41.46 GWSolar
CarsonERCOT31.42 GWOther
WilsonERCOT61.41 GWSolar
GrayERCOT21.41 GWSolar
WheelerERCOT11.30 GWGas
HoustonERCOT61.30 GWOther
HarrisERCOT71.26 GWOther
NuecesERCOT61.25 GWOther
UptonERCOT41.23 GWOther
AustinERCOT21.22 GWGas
CraneERCOT51.12 GWSolar
CaldwellERCOT31.11 GWGas
HidalgoERCOT51.10 GWOther
VictoriaERCOT51.09 GWOther

Who stands behind them

The project companies and developers named in the queues, by capacity waiting.

40 rows
Named in the queueProjectsCapacityMain fuel
Lcra83.32 GWGas
Limitless Hub22.48 GWGas
Ip Roman32.19 GWSolar
Ip Quantum61.95 GWOther
Nextera Interconnection71.83 GWSolar
Longfellow11.50 GWWind
Ip Meitner21.41 GWSolar
Panhandle Group41.38 GWSolar
Cpv Basin11.35 GWGas
Vaquero71.33 GWWind
Moon Hammer11.30 GWGas
Felix51.30 GWWind
Jewett11.27 GWGas
Se Dc11.20 GWSolar
Juno21.20 GWSolar
Big Rooter31.16 GWSolar
Mph Bastrop11.10 GWGas
Camino Ranch41.07 GWOther
Embergreen11.04 GWGas
Duck Creek21.01 GWOther
Austin Bayou40.97 GWOther
Emberyork10.90 GWGas
Permian I20.88 GWGas
Gransolar Texas50.84 GWSolar
Rwe Clean30.81 GWWind
Halcon30.80 GWWind
Lectricwind20.80 GWOther
Duffy20.74 GWOther
Rwe Development30.74 GWWind
Samson30.70 GWSolar
Nrg Cedar10.70 GWGas
Rolling Plains20.65 GWOther
Wichita I10.63 GWSolar
Delilah20.62 GWSolar
Kingsmill10.61 GWWind
Jones City30.61 GWSolar
Energos10.61 GWOther
Antila10.60 GWSolar
Danish Fields10.60 GWSolar
Cold Creek20.60 GWOther