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Home/Power & Cooling/Bottlenecks/Interconnect
US / EU · Power & Cooling

Grid Connection & Transmission

Interconnection queues measure in years. Energised megawatts — not empty shells — pace AI buildout, and new lines take the better part of a decade.

Generation→Queue study→Line + substation→Campus
88
Tightness score ⓘ
#3 of 56
▲ Tightening
Supply concentration3
Lead time5
Capex intensity5
Geopolitical exposure2
Pricing power4
Lead time
36–84 mo
Theme 1M
−1.2%
% in uptrend
40%
Metric to watch

Interconnection queue data, large-load tariffs, and transmission capex plans.

What would prove us wrong

Weakens if queue reforms cut time-to-power below two years at scale.

Dependencies
↑ supplier  Gas Turbines90↑ supplier  Nuclear Plants & Restarts70↑ supplier  Transformers & Switchgear86↑ supplier  High-Voltage & Subsea Cable74 ↓ customer  Data Center Land & Buildings68

Interconnect theme performance

Equal-weight · rebased 100 · 1Y
Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

StockRoleListingLast1D1M3MYTDOff 52w highTrendNext earnings
PWR
Quanta Services
 Grid construction and craft labour at scale NYSE
US		 $620.7 −2.27% −6.3% −8.7% +47.2% −20.9% 2026-10-29
MYRG
MYR Group
 Transmission and electrical construction NASDAQ
US		 $282.6 −0.13% −5.1% −16.4% +29.4% −43.6% 2026-10-28
MTZ
MasTec
 Power delivery and pipeline construction NYSE
US		 $186.1 +4.63% −12.9% −28.8% −14.4% −57.5% 2026-10-29
AEP
American Electric Power
 765kV transmission and large-load interconnects NASDAQ
US		 $130.2 +0.67% +8.7% +2.2% +15.5% −5.4% 2026-10-28
NEE
NextEra Energy
 Largest generation and transmission developer NYSE
US		 $83.71 +1.91% +9.6% −2.5% +6.5% −13.2% 2026-10-21

Recent headlines

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