{"id":"nyiso","rid":"NYISO","name":"NYISO (New York)","flag":"🇺🇸","group":"us","type":"market","parent":null,"regions":null,"tier_range":null,"tier":3,"tier_name":"Workable","score":48,"pillar_score":55,"pillar_tier":3,"pillar_tier_name":"Workable","reliability":{"assessed":true,"level":"elevated","dock":7,"provisional":false,"confidence":"Med-High","delivery_transmission":{"level":"none","measure":"measured","note":"Downstate delivery reliability is strong; the binding issue is forward capacity, not outages."},"delivery_distribution":{"level":"none"},"forward_capacity":{"level":"elevated","measure":"assessed","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.","sources":[{"label":"NYISO 2025 Power Trends","url":"https://www.nyiso.com/power-trends"},{"label":"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/"},{"label":"NYC shortfalls 2033-34 (Utility Dive)","url":"https://www.utilitydive.com/news/new-york-city-potential-electricity-resource-shortfalls-NYISO-Consolidated-Edison/734000/"}]},"read":"Reliability flags found","level_means":"reviewed; flags found"},"reliability_dock":7,"regulatory_momentum":{"level":"adverse","direction":"worsening","why":"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.","scope":"The regulatory and permitting environment for connecting a new large load. An opinion on a dated record, not a measurement.","vocabulary_version":"regulatory-momentum-1.0","beyond_the_grid":{"text":"Local consent is now a hard blocker: New York towns from Lysander to Perth to Dryden have passed data-centre moratoria or zoning bans over energy, water and noise, part of a wave in which local opposition delayed or blocked at least 75 US projects worth nearly 130 billion dollars in early 2026.","sources":[{"label":"Rockefeller Institute","url":"https://www.rockinst.org/blog/updates-on-the-cloud-more-moratoriums-on-data-centers/"},{"label":"Inside Climate News","url":"https://insideclimatenews.org/news/04062026/new-york-data-center-moratorium-bill/"}]},"for_new_supply":"The proposed load moratorium does not stop generation, and new firm and storage supply is exactly what the adequacy gap needs, though siting meets the same local opposition."},"scheduled_changes":[{"date":"2026","event":"Governor's decision on the statewide 20 MW-plus data-centre moratorium (passed 4 Jun 2026, awaiting signature)","why":"If signed, it pauses new permits and adds conditions; a direct gate on siting in New York.","source":{"label":"NY Senate","url":"https://www.nysenate.gov/newsroom/press-releases/2026/kristen-gonzalez/ny-state-senator-kristen-gonzalez-passes-data-center"}}],"queue":{"active_gw":29,"wait_months":null,"has_detail":true,"wait_band":"4-5 years"},"friction":null,"connection_pathway":null,"service_evidence":{"contractual_service_held":false,"local_capacity_state":"not_assessed","local_capacity_depth":0,"cost_basis":"triangulated","territory_count":10},"reliability_metrics":{"saidi_min":71.99,"saidi_year":"2024","forward_adequacy":null,"measure":"historical utility-territory delivery performance","standard":"MIXED","standard_note":"mixed methods: IEEE 24%; respondent-defined 76% of customers. Major event days are excluded throughout; the methods differ only in how those days are identified, a smaller difference than the spread between the utilities themselves. Constituents below carry their own standard.","evidence_role":"market_context","by_serving_utility":[{"customers":3686348,"saidi_minutes":14.95,"standard":"OTHER_STANDARD","state":"NY","utility":"Consolidated Edison Co-NY Inc","utility_id":4226,"weight":0.4374},{"customers":1690739,"saidi_minutes":140.65,"standard":"IEEE_STANDARD","state":"NY","utility":"Niagara Mohawk Power Corp.","utility_id":13573,"weight":0.2006},{"customers":1151740,"saidi_minutes":59.29,"standard":"OTHER_STANDARD","state":"NY","utility":"Long Island Power Authority","utility_id":11171,"weight":0.1367},{"customers":910487,"saidi_minutes":147.6,"standard":"OTHER_STANDARD","state":"NY","utility":"New York State Elec & Gas Corp","utility_id":13511,"weight":0.108},{"customers":384882,"saidi_minutes":81,"standard":"OTHER_STANDARD","state":"NY","utility":"Rochester Gas & Electric Corp","utility_id":16183,"weight":0.0457},{"customers":321537,"saidi_minutes":167.2,"standard":"IEEE_STANDARD","state":"NY","utility":"Central Hudson Gas & Elec Corp","utility_id":3249,"weight":0.0382},{"customers":240260,"saidi_minutes":106.6,"standard":"OTHER_STANDARD","state":"NY","utility":"Orange & Rockland Utils Inc","utility_id":14154,"weight":0.0285},{"customers":17955,"saidi_minutes":20.21,"standard":"IEEE_STANDARD","state":"NY","utility":"Village of Fairport - (NY)","utility_id":5930,"weight":0.0021},{"customers":14613,"saidi_minutes":6.9,"standard":"IEEE_STANDARD","state":"NY","utility":"Village of Freeport - (NY)","utility_id":6775,"weight":0.0017},{"customers":9328,"saidi_minutes":17.4,"standard":"OTHER_STANDARD","state":"NY","utility":"Town of Massena - (NY)","utility_id":11811,"weight":0.0011}],"evidence_role_basis":"comparison and monitoring only: a customer-weighted regional blend is not the record of the utility that would serve a specific site"},"forward_cost":null,"tariff":null,"realized_cost":{"low_usd_per_mwh":70,"mid_usd_per_mwh":95,"high_usd_per_mwh":140,"aggregation":"band","estimate_usd_per_mwh":null,"estimate_kind_note":null,"total_derivation":"compiled_band_allocated_across_categories","total_derivation_note":"The band is the compiled result and the component lines apportion its midpoint, which is why they sum exactly.","tariff_basis":null,"scenarios":null,"confidence":"triangulated","public_fragments":3,"contributed_points":0,"basis":"USD per MWh recurring, delivered to the standard 100 MW high-load-factor case, excluding customer-funded connection capital and excluding refundable taxes","cost_components":[{"name":"Wholesale energy","usd_per_mwh":52,"source":null,"provenance":{"provenance_state":"estimated_allocation","provenance_state_label":"Estimated allocation","provenance_state_means":"Apportioned from a compiled total or midpoint by analyst judgement. Not independently calculated, and not corroborated by anything outside the band it came from.","derivation":"allocation_of_compiled_midpoint","derivation_note":"This line apportions the compiled midpoint. Its value was not separately observed.","source_of_band_not_line":"NYISO capacity market","source_url_of_band_not_line":"https://www.nyiso.com/capacity-market","band_as_of":"2026","customer_applicability":"100 MW contracted demand, 95% load factor, HV service","band_confidence":"triangulated","as_of":"2026","method":"analyst apportionment of the compiled midpoint across categories","confidence":"allocation","confidence_note":"Apportioned from the compiled delivered-cost midpoint by analyst judgement. Not separately observed.","covers_categories":["energy"],"corroborated_by":null,"state_vocabulary_version":"provenance-state-1.0","what_would_upgrade_it":"A separately sourced figure for this category with its own date, method and confidence. Until then the band's provenance establishes the total only, not this line.","version":"line-provenance-1.1"},"evidence":"estimated_allocation"},{"name":"Installed capacity (ICAP)","usd_per_mwh":18,"source":null,"provenance":{"provenance_state":"estimated_allocation","provenance_state_label":"Estimated allocation","provenance_state_means":"Apportioned from a compiled total or midpoint by analyst judgement. Not independently calculated, and not corroborated by anything outside the band it came from.","derivation":"allocation_of_compiled_midpoint","derivation_note":"This line apportions the compiled midpoint. Its value was not separately observed.","source_of_band_not_line":"NYISO capacity market","source_url_of_band_not_line":"https://www.nyiso.com/capacity-market","band_as_of":"2026","customer_applicability":"100 MW contracted demand, 95% load factor, HV service","band_confidence":"triangulated","as_of":"2026","method":"analyst apportionment of the compiled midpoint across categories","confidence":"allocation","confidence_note":"Apportioned from the compiled delivered-cost midpoint by analyst judgement. Not separately observed.","covers_categories":["capacity"],"corroborated_by":null,"state_vocabulary_version":"provenance-state-1.0","what_would_upgrade_it":"A separately sourced figure for this category with its own date, method and confidence. Until then the band's provenance establishes the total only, not this line.","version":"line-provenance-1.1"},"evidence":"estimated_allocation"},{"name":"Delivery & network","usd_per_mwh":22,"source":null,"provenance":{"provenance_state":"estimated_allocation","provenance_state_label":"Estimated allocation","provenance_state_means":"Apportioned from a compiled total or midpoint by analyst judgement. Not independently calculated, and not corroborated by anything outside the band it came from.","derivation":"allocation_of_compiled_midpoint","derivation_note":"This line apportions the compiled midpoint. Its value was not separately observed.","source_of_band_not_line":"NYISO capacity market","source_url_of_band_not_line":"https://www.nyiso.com/capacity-market","band_as_of":"2026","customer_applicability":"100 MW contracted demand, 95% load factor, HV service","band_confidence":"triangulated","as_of":"2026","method":"analyst apportionment of the compiled midpoint across categories, covering transmission, distribution in one line","confidence":"bundled_allocation","confidence_note":"Apportioned, and covering more than one cost category in a single line. Neither the total nor the split within it was separately observed.","covers_categories":["transmission","distribution"],"corroborated_by":null,"state_vocabulary_version":"provenance-state-1.0","what_would_upgrade_it":"A separately sourced figure for this category with its own date, method and confidence. Until then the band's provenance establishes the total only, not this line.","version":"line-provenance-1.1"},"evidence":"estimated_allocation"},{"name":"Ancillary & other","usd_per_mwh":3,"source":null,"provenance":{"provenance_state":"estimated_allocation","provenance_state_label":"Estimated allocation","provenance_state_means":"Apportioned from a compiled total or midpoint by analyst judgement. Not independently calculated, and not corroborated by anything outside the band it came from.","derivation":"allocation_of_compiled_midpoint","derivation_note":"This line apportions the compiled midpoint. Its value was not separately observed.","source_of_band_not_line":"NYISO capacity market","source_url_of_band_not_line":"https://www.nyiso.com/capacity-market","band_as_of":"2026","customer_applicability":"100 MW contracted demand, 95% load factor, HV service","band_confidence":"triangulated","as_of":"2026","method":"analyst apportionment of the compiled midpoint across categories","confidence":"allocation","confidence_note":"Apportioned from the compiled delivered-cost midpoint by analyst judgement. Not separately observed.","covers_categories":["ancillary"],"corroborated_by":null,"state_vocabulary_version":"provenance-state-1.0","what_would_upgrade_it":"A separately sourced figure for this category with its own date, method and confidence. Until then the band's provenance establishes the total only, not this line.","version":"line-provenance-1.1"},"evidence":"estimated_allocation"}],"component_status":{"arithmetic_integrity":true,"evidence_reconciliation":"not_independently_reconciled","independently_sourced_lines":0,"total_lines":4,"bundled":[],"text":"The delivered-cost band is the compiled result. The component lines are an estimated allocation of its midpoint, not separately observed figures.","provenance_summary":{"by_state":{"estimated_allocation":4},"usd_by_state":{"estimated_allocation":95},"evidenced_share_pct":0,"lines_awaiting_evidence":["Wholesale energy","Installed capacity (ICAP)","Delivery & network","Ancillary & other"],"what_would_close_them":"A separately sourced or tariff-derived figure for each category, with its own date, method and confidence. Until then the band's provenance establishes the total only, not these lines.","version":"provenance-state-1.0"},"category_coverage":{"energy":{"status":"estimated","line":"Wholesale energy","missing_evidence":"An independently sourced wholesale or tariff energy figure with its own date, method and confidence."},"capacity":{"status":"estimated","line":"Installed capacity (ICAP)","missing_evidence":"An independently sourced capacity or resource adequacy figure with its own date, method and confidence."},"transmission":{"status":"bundled","line":"Delivery & network","combined_with":["distribution"],"line_is_sourced":false,"line_provenance_state":"estimated_allocation","source":null,"source_url":null,"effective":null,"formula":null,"missing_evidence":"A separate transmission figure, or a sourced apportionment of the Delivery & network line."},"distribution":{"status":"bundled","line":"Delivery & network","combined_with":["transmission"],"line_is_sourced":false,"line_provenance_state":"estimated_allocation","source":null,"source_url":null,"effective":null,"formula":null,"missing_evidence":"A separate distribution figure, or a sourced apportionment of the Delivery & network line."},"demand_charges":{"status":"unavailable","missing_evidence":"No demand charges figure is held for this market."},"ancillary":{"status":"estimated","line":"Ancillary & other","missing_evidence":"An independently sourced ancillary services and uplift figure with its own date, method and confidence."},"riders":{"status":"unavailable","missing_evidence":"No riders and unavoidable regulatory charges figure is held for this market."},"carbon":{"status":"unavailable","missing_evidence":"No carbon-related charges figure is held for this market."},"taxes":{"status":"unavailable","missing_evidence":"No recurring taxes figure is held for this market."},"connection_capital":{"status":"not_applicable","reason":"Outside the recurring $/MWh boundary by definition."}},"category_vocabulary_version":"cost-categories-1.0","capacity_cross_check":null,"method_version":"cost-components-1.0"},"component_source":["NYISO capacity market","https://www.nyiso.com/capacity-market"]},"cost_availability":{"label":"Standardized cost observable","means":"A comparable recurring-cost band can be built from observable, applicable inputs for the standard archetype.","user_action":"Use the band, with its stated confidence and boundary.","class":"standardized_observable","band_published":true},"cost_evidence_state":{"state":"applicable_evidence_incomplete","answerable":"conditionally","label":"Applicable, evidence incomplete","means":"The archetype can buy the service and the band is sound, but some published figures do not yet carry their own source, date, method and confidence.","remedy":"Finish the per-line provenance. No new access or negotiation is required.","also_holds":[],"vocabulary_version":"evidence-state-1.0"},"jurisdiction_evidence":null,"cost_structure":null,"cost_withdrawn":null,"cost_correction":null,"carbon_correction":null,"carbon_official_reference":null,"partial_cost_verified":null,"cost_pillar_calculation":null,"evidence":{"source_reliability":"High","coverage":"Full","coverage_dimensions":3,"last_reviewed":"June 2026","measured_layers":2,"data_layers":3,"layers":[{"layer":"PGIQ Rating opinion","method":"opinion","vintage":"June 2026","freshness":"Current","source_url":"https://powergridiq.com/methodology"},{"layer":"Reliability","method":"measured","vintage":"2024","freshness":"Fresh","source_url":"https://www.eia.gov/electricity/data/eia861/"},{"layer":"Interconnection queue","method":"measured","vintage":"end-2025 (LBNL 2026)","freshness":"Fresh","source_url":"https://emp.lbl.gov/queues"},{"layer":"Realized cost","method":"triangulated","vintage":"2026","freshness":"Fresh","source_url":"https://www.nyiso.com/capacity-market"}]},"outlook":"Negative","confidence":"High","under_review":true,"thesis":"Constrained, transmission-limited downstate with long queues. Workable in pockets, not a scale destination, and the access path is tightening.","pillars":{"access":42,"availability":50,"cost":71,"momentum":55,"carbon":73},"pillar_rationale":{"access":"Severe access: 6-plus-year average queue, constrained downstate network, a large-load process still being written.","availability":"Tight downstate availability.","cost":"Mid-to-high cost.","momentum":"Moderate momentum, mostly upstate.","carbon":"Cleaner grid (~180 g), hydro and nuclear upstate."},"offtake_opportunity_index":25,"demand_hunger":49,"build_feasibility":12,"supplier_signals":{"bess_arbitrage_usd_mwh":32,"bess_arbitrage_pct":62,"solar_capture_pct":103,"wind_capture_pct":99,"effective_competing_supply_gw":7.2},"outlook_drivers":{"upgrade":["Transmission build relieves the downstate constraint.","A dedicated large-load interconnection process clarifies the path."],"downgrade":["Queue and transmission limits harden.","Downstate fossil retirements tighten supply."]},"risks":["Downstate transmission constraint.","Long, suspension-prone queue."],"peers":{"like":"CAISO (proven, constrained)","ahead":"on carbon","behind":"on access"},"sources":[{"label":"NYISO interconnection","url":"https://www.nyiso.com/interconnections"}],"latest_action":{"date":"Jun 2026","type":"Under review","note":"A statewide 20 MW+ moratorium is one signature from law and would tighten access materially on top of the FERC order. Tier held pending the Governor's decision; downgrade path if signed.","trigger":"NY Legislature data-centre moratorium passed (4 Jun 2026); FERC Section 206 order (18 Jun 2026)"},"grid":{"price_usd_mwh":52,"carbon_intensity_g":195,"renewable_pct":38,"renewable_generation_share_pct":38,"low_carbon_generation_share_pct":64,"fuel_mix":{"gas":34,"nuclear":26,"hydro":22,"wind":7,"solar":3,"storage":2,"biofuel":6},"demand_mw":14500,"capacity_mw":38000,"imports_mw":2000,"exports_mw":500,"firm_capacity_mw":null,"firm_capacity_availability":"insufficient_evidence","firm_capacity_basis":null,"est_peak_mw":22040,"firm_headroom_mw":null,"firm_headroom_availability":"dependency_unavailable","peak_stress_pct":null,"peak_stress_availability":"dependency_unavailable","adequacy_required_input":"capacity_mix_mw with a declared basis, or an official dependable or accredited capacity from the operator","price_cycle":"other","price_basis":"not_reviewed","price_absent_reason":null,"price_source":"modelled-baseline","price_as_of":null,"price_vintage":"undated_modelled_baseline","price_is_live":false,"carbon_intensity_unit":"gCO2eq/kWh","carbon_measurement_boundary":"operational_combustion","carbon_calculation_method":"structural_estimate","carbon_emission_factor_source":null,"carbon_basis_withdrawn":true,"carbon_imports_treatment":"not_accounted","carbon_provenance_state":"structural","carbon_decision_eligibility":"insufficient_evidence","carbon_confidence":"low","source":"modelled-baseline"},"evidence_depth":{"use_case":"project_case","use_case_label":"Standardized Project Case","overall":"M2 Compiled","overall_permits":"Compiled from cited sources: supports investor and institutional analysis.","insufficient_evidence":false,"unassessed_required_fields":[],"project_ready":false,"blocking_fields":["connection","reliability"],"fields":{"cost":"M3 Project-ready","connection":"M2 Compiled","reliability":"M2 Compiled","carbon":"M2 Compiled","regulatory":"M2 Compiled","local_capacity":"not_assessed"},"by_use_case":{"discovery":{"label":"Discovery and monitoring","matrix_version":"1.0","tier":"M2 Compiled","ready":false,"blocking_fields":["connection"],"insufficient_evidence":false,"why":""},"market_comparison":{"label":"Market comparison","matrix_version":"1.0","tier":"M2 Compiled","ready":false,"blocking_fields":["connection","reliability"],"insufficient_evidence":false,"why":""},"project_case":{"label":"Standardized Project Case","matrix_version":"1.0","tier":"M2 Compiled","ready":false,"blocking_fields":["connection","reliability"],"insufficient_evidence":false,"why":""},"project_case_carbon":{"label":"Project Case with a carbon requirement","matrix_version":"1.0","tier":"M2 Compiled","ready":false,"blocking_fields":["connection","reliability","carbon"],"insufficient_evidence":false,"why":""},"site_diligence":{"label":"Conditional site diligence","matrix_version":"1.0","tier":"not_assessed","ready":false,"blocking_fields":["connection","reliability","local_capacity"],"insufficient_evidence":true,"why":"not assessed here: local capacity"}},"reliability_layers":{"bulk_historical":{"state":"held","method":"measured"},"forward_adequacy":{"state":"held","method":"assessed"},"local_delivery":{"state":"held","method":"measured"},"contractual_service":{"state":"unknown","method":null},"designed_site_resilience":{"state":"unknown","method":null}},"definition_version":"carbon_scope@1.0;connection_process@1.0;cost_archetype@1.0;evidence_tiers@1.0;reliability_layers@1.0","scale":"M1 broad / M2 compiled / M3 project-ready / M4 local; cumulative, so each tier includes the ones below it. Assigned per field from held evidence with provenance. Not a rating strength, confidence score or feasibility conclusion."},"next_review":"2027-09-15","report_url":"https://powergridiq.com/rating/nyiso","as_of":"June 2026","evidence_layers":{"version":"evidence-layers-1.0","band":{"state":"independently_compiled","label":"Independently compiled","means":"The band is assembled from multiple sourced, dated and applicable published figures. It is not a single benchmark and it is not a tariff reconstruction.","reproducible":"partially"},"component":{"total_lines":4,"reproducible_lines":0,"states":["estimated_allocation"],"all_lines_are_estimated_allocations":true,"independently_reproducible":false,"illustrative":true,"notice":"Illustrative allocation of the compiled midpoint. Component lines are not separately sourced and should not be interpreted as observed tariff charges.","notice_short":"Illustrative allocation — lines not separately sourced","vocabulary_version":"evidence-layers-1.0"},"cost_pillar":{"state":"analyst_assessment","label":"Analyst assessment","means":"The score is a judgement recorded with a written cost-specific rationale. It is not calculated from a formula and does not claim to be.","reproducible":false},"layers_are_independent":"Band, component and cost-pillar evidence are separate judgments. A market may have a sound, applicable band and an illustrative component breakdown at the same time. Do not read a component-evidence limitation as a statement about the band."}}