▸ Market Intelligence · Preview Access

Ranked site intelligence.
Power-first. CEH-denominated.

CEH Infrastructure Index tracks active AI data center development sites across U.S. power markets — ranked on power readiness, site readiness, CEH economics, and capital stack structure. Full data, scorecards, and heat maps are available to reviewed institutional subscribers.

20
Active Sites Tracked · Q2 2026
14
U.S. Power Markets Covered
3
Tier I Shovel-Ready Sites · Current Universe
0.31×
Best-in-Class CEH Cost vs. Grid Average
▸ Power Readiness by Market · Q2 2026

Where power certainty is concentrated.

Markets are scored on aggregate power readiness across tracked sites — a function of average PRI scores, interconnection queue depth, and BTM generation availability. Top-tier markets have multiple sites with executed agreements and near-term energization paths. Full market detail available to subscribers.

▸ Market Power Readiness Index · Aggregate Scores
High (7.5+)
Medium (5.5–7.4)
Prospecting (<5.5)
ERCOT · W. TX
9.1
Power Readiness
ERCOT · C. TX
8.4
Power Readiness
PJM · Mid-Atl.
7.6
Power Readiness
MISO · N. Central
7.2
Power Readiness
PJM · Ohio
?.?
Subscriber Only
WECC · SW
?.?
Subscriber Only
MISO · SE
?.?
Subscriber Only
ERCOT · SE TX
?.?
Subscriber Only
SPP · Plains
?.?
Subscriber Only
+5 Markets
?.?
Subscriber Only
▸ Site Rankings · Q2 2026 · Preview

20 sites. Ranked by composite CEH Infrastructure Index score.

Ranked on weighted composite of Power Readiness Index (35%), CEH Economics (30%), Site Readiness Score (20%), and Capital Stack Intelligence (15%). Top 3 rows visible in preview. Full data — including site names, operator details, CEH scorecards, and capital stack breakdowns — requires subscriber access.

Market: Tier:
#
Site / Asset
Market
Tier
PRI
SRS
CEH Cost
Composite
01
West Texas Power Corridor
200MW · BTM Generation · DGEI Pipeline
ERCOT
Tier I
9.2
8.7
0.31×
8.9
02
Central Texas Industrial Hub
150MW · Dual-Feed Substation · DGEI Pipeline
ERCOT
Tier I
8.9
8.1
0.34×
8.5
03
Mid-Atlantic Power Anchor
120MW · Greenfield + BTM Hybrid
PJM
Tier I
8.6
7.9
0.36×
8.2
Full rankings — including operator detail, site scorecards, and power pathway breakdown — require subscriber access
Request Access to Full Rankings
▸ Readiness Tier Definitions

Three tiers. Defined by power and site certainty.

Tier I
Shovel-Ready
Sites with executed interconnection agreements or controlled BTM generation, entitled land, and construction-ready infrastructure. Revenue-capable within 12–18 months of commitment.
✓ PRI ≥ 7.5 / SRS ≥ 7.0
✓ Executed interconnection or BTM controlled
✓ Composite Index ≥ 8.0
3
Sites in current universe
Tier II
Site Control
Sites with land controlled, power pathway identified (but not fully executed), and entitlements in progress. Revenue-capable within 18–30 months with active development.
✓ PRI 6.0–7.4 / SRS 6.0–6.9
✓ Land controlled, power pathway identified
✓ Composite Index 6.5–7.9
9
Sites in current universe
Tier III
Prospecting
Sites identified as having structural characteristics aligned with CEH-advantaged development — power markets, land availability, BTM potential — but not yet under active control or development.
– PRI <6.0 / SRS <6.0
– Market identified, site not controlled
– Composite Index <6.5
8
Sites in current universe
▸ Subscriber Intelligence Access

Full intelligence requires reviewed access.

Subscriber access includes: full ranked site data across all 20 sites, individual site scorecards with sub-dimension breakdowns, power pathway narratives, capital stack summaries, quarterly updates, and direct analyst access for deal-specific intelligence.

Request Subscriber Access Review Methodology First