{"market_id":"nyiso","generated_at":"June 2026","schema_version":"1.0","claim_count":10,"claims":[{"claim_id":"pgiq:claim:nyiso:pgiq_tier:june-2026","claim_type":"opinion","status":"active","subject":{"market_id":"nyiso","geography_id":"pgiq:geo:nyiso"},"predicate":"pgiq_tier","value":{"base":3,"label":"Workable"},"unit":null,"definition":"PGIQ tier for siting a large new electricity load; a directional screen, not a connection guarantee","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"expert_judgment","method_source_label":null,"confidence":{"source_quality":"n/a (opinion)","coverage":"all rated markets","model_uncertainty":"n/a","opinion_confidence":"High"},"sources":[{"publisher":"PGIQ methodology","title":"PGIQ methodology","url":"https://powergridiq.com/methodology","published_at":null,"retrieved_at":"June 2026","locator":"tier definitions","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Constrained, transmission-limited downstate with long queues. Workable in pockets, not a scale destination, and the access path is tightening.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:6a45e6c5343f4fb172bc647eedcfc3ae15a0940b5ba4e828c455663303747bf2"},{"claim_id":"pgiq:claim:nyiso:recurring_power_cost:june-2026","claim_type":"estimate","status":"active","subject":{"market_id":"nyiso","geography_id":"pgiq:geo:nyiso"},"predicate":"recurring_power_cost","value":{"low":70,"base":95,"high":140},"unit":"USD/MWh","definition":"recurring energy, network, delivery, taxes and levies per MWh; EXCLUDES customer-funded connection capital","project_archetype":"100mw_flat_95pct_lf_transmission_level","as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"triangulated","method_source_label":null,"confidence":{"source_quality":"triangulated","coverage":"3 public fragments","model_uncertainty":"band spans structuring outcomes","opinion_confidence":"n/a"},"sources":[{"publisher":"NYISO capacity market","title":"NYISO capacity market","url":"https://www.nyiso.com/capacity-market","published_at":null,"retrieved_at":"June 2026","locator":"page","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"},{"publisher":"EIA New York electricity prices","title":"EIA New York electricity prices","url":"https://www.eia.gov/electricity/monthly/","published_at":null,"retrieved_at":"June 2026","locator":"page","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"},{"publisher":"NYISO capacity market","title":"NYISO capacity market","url":"https://www.nyiso.com/capacity-market","published_at":null,"retrieved_at":"June 2026","locator":"price components","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":{"formula":"sum(components)","model_version":"pgiq-rating-v2","inputs":[{"component":"Wholesale energy","usd_per_mwh":52},{"component":"Installed capacity (ICAP)","usd_per_mwh":18},{"component":"Delivery & network","usd_per_mwh":22},{"component":"Ancillary & other","usd_per_mwh":3}]},"contradictions":[],"supersedes":null,"note":"New York is really two markets: downstate carries a scarce capacity zone and among the highest delivery costs in the country and sits at the top of the band, while upstate, with cheap hydro and nuclear, sits well below it.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:ec56b0bd8b2a996e61eb047e99ca27face1a7a3cfddea3eebdf0aba4091f4b03"},{"claim_id":"pgiq:claim:nyiso:generation_storage_queue_depth:june-2026","claim_type":"fact","status":"active","subject":{"market_id":"nyiso","geography_id":"pgiq:geo:nyiso"},"predicate":"generation_storage_queue_depth","value":{"base":29},"unit":"GW","definition":"capacity in the generation and storage queue, population \"active\"","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"measured","method_source_label":null,"confidence":{"source_quality":"Med-High","coverage":"operator-published total","model_uncertainty":"n/a","opinion_confidence":"n/a"},"sources":[{"publisher":"LBNL Queued Up 2026","title":"LBNL Queued Up 2026","url":"https://emp.lbl.gov/queues","published_at":null,"retrieved_at":"June 2026","locator":"page","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"About 29 GW active at end-2025 (LBNL Queued Up 2026), far below our earlier modelled estimate. NYISO accepted no new requests in 2025 while completing its first cluster study from 2024. 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A published fact with a source, not our forecast.","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"reported","method_source_label":null,"confidence":{"source_quality":"cited announcement","coverage":"stated timing 2026","model_uncertainty":"announced timing can slip","opinion_confidence":"n/a"},"sources":[{"publisher":"NY Senate","title":"NY Senate","url":"https://www.nysenate.gov/newsroom/press-releases/2026/kristen-gonzalez/ny-state-senator-kristen-gonzalez-passes-data-center","published_at":null,"retrieved_at":"June 2026","locator":"announcement","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"If signed, it pauses new permits and adds conditions; a direct gate on siting in New York.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:1bea3138c5a1517409dedb5eed476e09a51a22e53c07bf4dd6f937e972897e98"},{"claim_id":"pgiq:claim:nyiso:delivery_reliability_saidi:june-2026","claim_type":"fact","status":"active","subject":{"market_id":"nyiso","geography_id":"pgiq:geo:nyiso"},"predicate":"delivery_reliability_saidi","value":{"base":71.99},"unit":"minutes per customer per year","definition":"regulator outage measure (SAIDI or stated equivalent) for the distribution network;","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"measured","method_source_label":null,"confidence":{"source_quality":"regulator filing","coverage":"year 2024","model_uncertainty":"n/a","opinion_confidence":"n/a"},"sources":[{"publisher":"EIA Form 861, Schedules 3B and 3C (annual electric power industry report) (two major-event methods, IEEE; respondent-defined, customer-weighted blend of 10 of 11 territories, 100% of customers, regional context only)","title":"EIA Form 861, Schedules 3B and 3C (annual electric power industry report) (two major-event methods, IEEE; respondent-defined, customer-weighted blend of 10 of 11 territories, 100% of customers, regional context only)","url":"https://www.eia.gov/electricity/data/eia861/","published_at":"2024","retrieved_at":"June 2026","locator":"reliability summary","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":null,"schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:93aa205775592e34f026202ca85bdd15e8ef0b911491fd7b5048a46b441ebef9"},{"claim_id":"pgiq:claim:nyiso:forward_adequacy:june-2026","claim_type":"estimate","status":"active","subject":{"market_id":"nyiso","geography_id":"pgiq:geo:nyiso"},"predicate":"forward_adequacy","value":{"base":"elevated","label":"Tight"},"unit":null,"definition":"forward firm-supply adequacy for a prospective large new load; level vocabulary none|watch|elevated|severe","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"forward","method_source_label":"assessed","confidence":{"source_quality":"modelled read","coverage":"market-level","model_uncertainty":"not site-specific","opinion_confidence":"n/a"},"sources":[{"publisher":"NYISO 2025 Power Trends","title":"NYISO 2025 Power Trends","url":"https://www.nyiso.com/power-trends","published_at":null,"retrieved_at":"June 2026","locator":"page","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"},{"publisher":"NYC margins thin from 2026 (Utility Dive)","title":"NYC margins thin from 2026 (Utility Dive)","url":"https://www.utilitydive.com/news/new-york-iso-warns-of-2026-reliability-violations-in-nyc-long-island/802699/","published_at":null,"retrieved_at":"June 2026","locator":"page","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"},{"publisher":"NYC shortfalls 2033-34 (Utility Dive)","title":"NYC shortfalls 2033-34 (Utility Dive)","url":"https://www.utilitydive.com/news/new-york-city-potential-electricity-resource-shortfalls-NYISO-Consolidated-Edison/734000/","published_at":null,"retrieved_at":"June 2026","locator":"page","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Statewide summer margins fall from 2,227 MW (17%) in 2019 to 417 MW (9%) in 2026, with 4.4 GW retired against 2.9 GW added since 2019; NYISO sees thin NYC margins from summer 2026 under the DEC peaker rule, a deficient Long Island BPTF from summer 2027, and NYC shortfalls by 2033-34.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:0e1ad6a2bc8e9d60fd84bd144d33b8b7b14e515046b1fc3481842ffc74a46da1"},{"claim_id":"pgiq:claim:nyiso:average_operational_carbon_intensity:june-2026","claim_type":"estimate","status":"active","subject":{"market_id":"nyiso","geography_id":"pgiq:geo:nyiso"},"predicate":"average_operational_carbon_intensity","value":{"base":195},"unit":"gCO2eq/kWh","definition":"Estimated average operational grid emissions intensity in gCO2e per kWh, for a declared geography, period and system boundary, using direct operational emission factors. The generation-versus-consumption basis, imports, delivery losses, temporal granularity, factor set, factor vintage and uncertainty are disclosed or marked unknown. Permitted for location-based grid comparison only. It is not a marginal-emissions estimate, a lifecycle assessment, a procurement claim, or by itself a market-based Scope 2 result.","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"modelled","method_source_label":null,"confidence":{"source_quality":"stated generation mix","coverage":"market-level annual average","model_uncertainty":"average, not marginal or lifecycle","opinion_confidence":"n/a"},"sources":[{"publisher":"PGIQ methodology","title":"PGIQ methodology","url":"https://powergridiq.com/methodology","published_at":null,"retrieved_at":"June 2026","locator":"carbon basis","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"Average operational intensity from the stated generation mix. Not marginal, lifecycle or market-based Scope 2.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:a3b33c50c5f8eb0c669ec398b8d59a93bd31d0af91451f1852704206786fac0e"},{"claim_id":"pgiq:claim:nyiso:regulatory_momentum:june-2026","claim_type":"opinion","status":"active","subject":{"market_id":"nyiso","geography_id":"pgiq:geo:nyiso"},"predicate":"regulatory_momentum","value":{"base":"adverse","direction":"worsening"},"unit":null,"definition":"direction and steadiness of the rules governing large-load connection (stroke-of-pen risk)","project_archetype":null,"as_of":"June 2026","valid_for":{"start":"June 2026","end":null},"method":"expert_judgment","method_source_label":null,"confidence":{"source_quality":"cited dated developments","coverage":"market-level","model_uncertainty":"n/a","opinion_confidence":"High"},"sources":[{"publisher":"PGIQ methodology","title":"PGIQ methodology","url":"https://powergridiq.com/methodology","published_at":null,"retrieved_at":"June 2026","locator":"regulatory momentum","quote_or_field":null,"license":"public source, cited under fair use","redistribution_rights":"link and quote with attribution; no bulk redistribution"}],"transform":null,"contradictions":[],"supersedes":null,"note":"A statewide moratorium on data centres of 20 MW or more passed the legislature and awaits the Governor's signature, on top of the FERC large-load order. WHAT WOULD CHANGE IT: The Governor declining to sign, or a workable conditions regime replacing an outright pause.","schema_version":"1.0","methodology_version":"pgiq-rating-v2","definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","content_hash":"sha256:a447fae70912d2762b77c5a2cb11ae51a5b81be6050106dd2a9a1d45fcaf1219"}],"gaps":[{"predicate":"local_deliverability","requires":"capacity at the substation you would connect to","state":"not_assessed","reason":"no operator publication of area or substation capacity found for this market","blocks_project_case":true}],"note":"A gap is not evidence that the risk is absent. It means we have not assessed it."}