Andrew Dunn (FENECON USA) explains why 50–80% of U.S. interconnection sites never get built, what really breaks projects, and how CRE owners and planners can de-risk BESS and distributed energy decisions in 2026.
This week: Section 30C EV-charger deadline, EIA shift to commercial demand, transformer prices +77%, BESS at $117/kWh, data-center BYOP, CRE energy bills +15–40%.
What the NextEra and Dominion Energy merger means for PJM capacity, Virginia data centers, interconnection timelines, and commercial real estate underwriting.
As of May 13, 2026: Brent ~$107, WTI ~$102, 10Y Treasury 4.4%. AI infrastructure investment remains strong (~$110B YTD). PJM capacity prices are rising. Key energy tax incentives may sunset June 30, 2026. Biggest constraints: equipment lead times.
Power access impacts, FERC June action, NEC 2026, 30C/179D sunsets, & truck corridors.
Sightline data shows 30-50% of 2026 data center capacity slips, a shortfall repricing CRE.