Friday, April 17, 2026

Behind-the-Meter Gas: 56 GW of Proof the Grid Isn't the Plan

Grid interconnection queues locked through 2030 have pushed 56 GW of behind-the-meter gas capacity into development, with 90% announced in 2025 alone, and deals from Wärtsilä, PROENERGY, and INNIO confirm this is no longer a workaround strategy. Developers who control gas supply, land, and permitting pathways are already building; the ones still waiting on ERCOT study queues are watching their windows close.

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