Power pipeline — the interconnection queue
What's coming, not just what's built: generation and storage waiting to connect to the grid, by state — with the withdrawal reality applied.
Interconnection queues are the binding constraint on the AI buildout. Nationally, 1,745 GW of new generation and storage is waiting to connect — roughly 3× what’s operational today. But history is sobering: only 11% of requested capacity has historically reached operation, so the realistic near-term add is closer to 198 GW. Toggle the map between the raw queue and that withdrawal-adjusted view — the gap is the story.
Interconnection queue by state LBNL
Generation + storage capacity in transmission interconnection queues, by state. Source: Lawrence Berkeley National Laboratory (Berkeley Lab), Electricity Markets & Policy, "U.S. Interconnection Queue Data through 2025." (CC BY 4.0) · as of 2026-06-18 · methodology
What’s in the queue
by resource type| Resource | GW queued | Share |
|---|---|---|
| Solar+Battery | 404 | 23% |
| Solar | 397 | 23% |
| Battery | 385 | 22% |
| Gas | 240 | 14% |
| Wind | 178 | 10% |
| Other | 33 | 2% |
| Offshore Wind | 23 | 1% |
| Wind+Battery | 16 | 1% |
The grid’s near-term supply mix is overwhelmingly solar, storage and gas — what’s queued shapes what powers data centers next.
By grid region
ISO / RTOThe demand side — who’s waiting for power
The queue above is generation supply. The data-center demand queue (large loads waiting for power) is published unevenly by grid operators, so coverage is partial today — we show it where it exists and label the gaps honestly.
ERCOT figure: ERCOT large-load interconnection updates, 2026 (curated). Tariff / moratorium counts derived from our policy tracker (LegiScan, CC BY 4.0). Other ISOs’ large-load queues (PJM, MISO, SPP) are rolling out through 2026 and will populate here as they publish.
Time-to-power calculator — coming with the interconnection report
Pick an ISO and a target capacity and get a realistic time-to-power: queue depth, study backlog, the withdrawal haircut, and the behind-the-meter alternative. The decision tool behind the data.
- Realistic interconnection timeline by ISO and project size
- Withdrawal-adjusted, not raw-queue, expectations
- Behind-the-meter gas / nuclear comparison
- Included with a paid plan
Included with a paid plan — built for analyst, investor & institutional users.
About the power pipeline
The U.S. interconnection queue holds roughly 1,745 GW of generation and storage seeking to connect to the grid — the forward-looking supply that will (or won’t) power the AI data-center buildout. Because only about 11% of requested capacity has historically reached operation, we show both the raw queue and a withdrawal-adjusted view. Data is from Lawrence Berkeley National Laboratory’s U.S. interconnection queue dataset (CC BY 4.0), as of 2026-06-18; see the methodology. Explore live demand on the power page and the policy picture on the policy tracker.
