Stranded-power hunter
Hyperscalers can't land. The interconnection queue is a 5-year wait. The fastest MW is the MW that's already energized.
- 1Filter Rust Belt warehouses, Permian service yards, dead malls with 5–20 MW existing on-site service.
- 2Bias toward existing concrete slab + 10–20 container BESS slots — pad pour eliminated, NFPA 855 already feasible.
- 3Score against the Stranded Power profile. Permitting timeline and existingMw dominate.