Oak Ridge Management Capital Series

Research that moves
before the market does.

CEH-denominated site economics. Power pathway analysis. Capital structure intelligence. Published quarterly for institutional subscribers.

0
Reports Published
Q2
Current Cycle
0
Active Topics
Institutional
Distribution Only
🔒 Most reports are restricted to institutional subscribers. One report is available open access below.
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Open Access Featured Report — Q1 2026
Capital Series · Vol. 3, No. 2

Time-to-Power as a Return Driver:
What Queue Position Actually Costs

Interconnection queue timelines have expanded from 18 to 48+ months across major ISOs over the past four years. This report quantifies the IRR impact of queue position across four capital deployment scenarios and introduces the Power Pathway Analysis (PPA) framework for underwriting timeline risk.

"A 12-month delay in interconnection approval at a 200MW site with $180M in capital deployed represents approximately 340–480 basis points of IRR erosion, net of land carry costs."

ORM Capital Series, Q1 2026 · p. 14
340–480
bps IRR erosion per 12-month delay
48 mo.
median queue timeline, MISO 2025
BTM
highest IRR path in 7 of 9 modeled scenarios

What this report covers

  • ISO queue data by vintage, 2020–2025
  • Power Pathway Analysis framework
  • IRR sensitivity model (4 scenarios)
  • BTM vs. PPA vs. Grid cost comparison
  • Queue risk mitigation strategies
  • Site shortlist: BTM-viable markets
Download Full Report 18 pages · PDF · Open Access
Publication Details
Series
Capital Series
Volume / Issue
Vol. 3, No. 2
Published
March 2026
Primary Audience
Infrastructure PE, Family Office IC Teams
Access Level
Open Access
CEH Framework Used
PRI · CEH Economics
Key Findings
  • BTM-capable sites command 15–22% premium in transaction comps
  • ERCOT queue position advantage narrows after 2027
  • CEH threshold achievable in 14 of 20 modeled sites
Research Library

Capital Series Archive

Six active research topics. Subscriber access unlocks full PDFs, model files, and appendix data. New reports publish at the start of each quarter.

Open
Power Infrastructure · Q1 2026

Time-to-Power as a Return Driver

IRR sensitivity to interconnection queue timing across four capital deployment scenarios. Introduces the Power Pathway Analysis framework.

18 pages · PRI · CEH Economics
Download Report →
Subscriber
Site Economics · Q2 2026

CEH-Adjusted Site Economics

Full CEH cost modeling for 20 indexed sites, including energy rate assumptions, PUE benchmarks, and grid benchmark calibration by ISO region.

24 pages · CEH Economics · SRS
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Subscriber
Power Infrastructure · Q2 2026

Power Pathway Analysis: Market-by-Market

Interconnection queue depth, BTM feasibility, and timeline projections across ERCOT, PJM, MISO, and SPP. Includes market-specific threshold analysis.

31 pages · PRI · All Dimensions
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Subscriber
Compute Demand · Q1 2026

AI Demand vs. Interconnection Queue

Hyperscaler capacity commitments mapped against ISO interconnection queue depth. Where demand is outrunning supply — and which markets clear first.

22 pages · PRI · SRS
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Subscriber
Capital & Ownership · Q1 2026

Institutional Ownership Structures

How PE, infrastructure funds, and hyperscaler JVs are structuring AI campus acquisitions. Cap rate compression, preferred return stacks, and co-GP dynamics.

28 pages · Capital Stack
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Subscriber
Site Economics · Q4 2025

DG Economics: BTM vs. PPA vs. Grid

Levelized cost comparison across three power procurement strategies for 50–500MW AI infrastructure deployments, using CEH as the normalizing unit.

20 pages · CEH Economics
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Subscriber Access

What institutional access includes

Capital Series subscriptions are extended to qualifying institutional entities: infrastructure-focused investment funds, family offices with real assets mandates, hyperscaler strategy teams, and developer advisory clients.

Full Capital Series archive
PDF reports, model files, and appendix datasets for all 12 published reports
Intelligence platform access
Full rankings table with all 20 sites, heat map detail, and tier breakdowns
Quarterly briefing
Direct delivery of new reports with executive summary on publication day
Advisory inquiry channel
Direct access to ORM for methodology questions, custom screening, and site-specific diligence support
Request Institutional Access
Qualification Criteria
Infrastructure-focused fund or family office
AUM ≥ $250M with documented real assets, energy, or data infrastructure mandate
Hyperscaler strategy or development team
Internal site selection, land acquisition, or infrastructure strategy functions at scale computing operators
ORM advisory engagement
Active or prospective clients in developer advisory or JV partnership programs
Qualified by ORM research team
All access requests reviewed individually. Distribution is invitation-based or by qualification intake.
Access decisions are made within 5 business days of a complete intake submission. ORM does not offer retail or individual subscriptions.
Q2 2026 Pipeline

Upcoming publications

Research in active development. Topics and provisional titles subject to revision.

In Development

Transmission Buildout and Site Value Accrual

How FERC Order 1920 and regional transmission expansion affects CEH scores and site valuation for long-hold positions.

Est. August 2026
In Development

Water Access as a Tier Constraint

Cooling system requirements at 100MW+ scale. How water rights, recycled water access, and dry-bulb climates affect SRS scores.

Est. September 2026
Research Phase

Capital Stack Compression: 2024–2026

How institutional debt markets, mezzanine structures, and preferred equity terms have evolved for power-first data center assets.

Est. October 2026
Capital Series Access

Research built for the IC table.

CEH-denominated analysis, power pathway frameworks, and capital structure intelligence for institutional teams underwriting AI infrastructure. Not a newsletter.

Request Institutional Access View Market Rankings

Distribution restricted to qualified institutional entities. All requests reviewed individually.