The final week of February 2026 reveals a tightening of the capital and regulatory belts. We are moving from a period of "unbounded enthusiasm" into a more disciplined phase where the feasibility of a project is judged not just by its power capacity, but by its integration into the local economy and the stability of its financing stack. For developers, the message is one of "Circular Infrastructure." As major metros like Denver follow the moratorium trend, and capital markets

The North American grid is divided into three major synchronous interconnections: Eastern Interconnection, Western Interconnection, and ERCOT (Texas). Within those, many RTO/ISO regions serve as large planning jurisdictions (CAISO, PJM, MISO, ISO-NE, SPP, etc.).

For hyperscale developers, the bottleneck is no longer land or capital- it is the time-to-power. With interconnection queues in major RTOs like PJM and ERCOT now extending four to seven years and grid cost inflation eroding margins, the Behind-the-Meter (BTM) model has moved from a niche alternative to a strategic necessity. 

The Battery Energy Storage System (BESS) market is experiencing significant growth. LandGate has launched its Battery Storage Analysis tool, which is designed to provide automated, engineering-grade Battery Storage Due Diligence Reports instantly.

The third week of February 2026 underscores a sharpening regulatory "sword" as states and small towns alike move from observation to intervention. We are seeing a shift from simple disclosure requirements to mandatory operational standards for large-load facilities. For developers, the trend is one of "compulsory sustainability." Voluntary ESG goals are being codified into law, with strict mandates on renewable matching and water usage that could fundamentally alter the econo