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4 posts tagged market.

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— row

The Grid's Bottleneck Has a Farmhouse on It

The largest transmission buildout in a generation is not bottlenecked by money or by engineering. It is bottlenecked by land -- and the land is fighting back. The flagship Midwest line has been at it since 2010, has filed more than forty eminent-domain petitions in a single state, collected easements landowners signed begrudgingly, and just lost a $4.9 billion federal loan. Meanwhile the federal 'backstop' meant to speed siting along cannot legally be used, because the corridors it depends on have never been finalized. Which means every mile still comes down to acquisition, parcel by parcel, one increasingly reluctant landowner at a time.

July 2026 · 6 min read
— market

There Aren't Enough Surveyors for the Grid We're About to Build

The country has committed tens of billions of dollars to the largest transmission expansion in a generation, and every mile of it needs control, boundary work, and easements before a single tower goes up. That demand is landing on a profession that has been shrinking for fifteen years: roughly 48,000 licensed surveyors, an average age near 58, and about a thousand new graduates a year against a retirement wave. Put the two curves on the same chart and they do not meet. Here is the arithmetic -- and the only lever the profession actually has left.

July 2026 · 6 min read
— ferc

What FERC's Data-Center Orders Mean for the Land-Rights Desk

On June 19 FERC issued six orders telling the country's regional grid operators to write new rules for how data centers plug into the grid. Read quickly, they look like procedural homework for grid engineers. Read closely, they are about three things -- cost, accountability, and documentation -- and all three eventually land on the desk of the people who acquire the land a transmission line has to cross. Here is what the orders say, and why the right-of-way workload behind the data-center buildout just got more scrutinized, not less.

June 2026 · 8 min read
— row

What 2.2 GW Means for Land Rights

AWS announced an Indiana data center campus that needs 2.2 gigawatts -- roughly half the electricity all Indiana households use combined. That power has to come from somewhere, and it has to travel over wires that don't exist yet. Behind the data-center buildout sits a transmission expansion of historic scale, and behind that sits a less-talked-about bottleneck: every mile of new line requires parcel-by-parcel land rights work. The shape of the market that's about to need ROW software is not the shape the incumbents were built for.

June 2026 · 8 min read

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