As renewable energy development accelerates, interconnection queues have become increasingly congested with an influx of projects looking to connect to the grid. This surge in requests has outpaced administrative capacity, leading to high levels of project suspension and cancellation.
In our latest report, Enverus Intelligence® Research (EIR) valued some of the largest power portfolios, leveraging our proprietary machine learning model to evaluate project viability and risk-adjusted valuations. Our analysis highlights key factors influencing success across the independent system operators, determining project status, developer, type, and planned and suspended capacity at the substation to be valuable across the board. Portfolios with a higher proportion of operational capacity command greater overall value, reflecting developers’ willingness to pay a premium for reduced risk. Since our last queue analysis, developer portfolios have appreciated in value, suggesting progress in the queue and a decline in associated risks.
- Long-Term Power Price Outlook – Renewables Driving Market Dynamics – This report encompasses EIR’s production cost model for the Lower 48, based on renewable energy fluctuations, regulatory changes and congestion trends.
- Valuation Update – Risking the Queue – This report leverages a model created by the Enverus data science team that assigns a probability of success to projects in the interconnection queue to identify trends and insights around portfolio valuation and queue characteristics.
- DeepSeek R1 Breakthrough – Putting the Bull Case on Notice – This report addresses the release of DeepSeek’s R1 AI model, the impacted markets and the bull case for energy.
Enverus Intelligence® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations and macro-economic forecasts and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. See additional disclosures here.
