Vulcan - Client

Power Market ISO 2026 Summer Analysis - Data Center & Generation

Written by David Bellman & Will Benfield | Jan 21, 2026 4:06:46 PM

SynMax Research

Following up from last week's Vulcan Summer Analysis post - we have added SPP into the mix per customer demand.  SPP was not looked at originally given the size of the projects in the region.  Nonetheless Vulcan was able to show delays in both Data Center and Generation in that region.

Once again clearly demonstrating we don’t have to guess - we can know with high level of confidence if a project is likely going to miss their expected online date.  Click on the links below to see the presentation.

SPP 2026 Summer Analysis

ERCOT 2026 Summer Analysis

PJM 2026 Summer Analysis

MISO 2026 Summer Analysis

Looking for other ISO please reach out to us.