The Grid Signal

The Grid Signal

300 GW stuck in the interconnection queue. Transformer lead times stretching to 2029. And $80B in hyperscaler capital looking for somewhere to land. The Grid Signal is weekly intelligence for the people actually building America's energy infrastructure — not commenting on it. Every issue bridges two worlds that rarely talk to each other: institutional capital and municipal asset managers. We deliver the regulatory moves, capital flows, and structural bottlenecks that determine which projects get built, which get funded, and which die in the queue. If power generation is the new site-selection variable, this is the briefing that tells you where the power is going. Published by FPM Advisory. Free subscribers get the lead story and rapid-fire intel. Pro subscribers get the full brief.