Insights | REplace

Editorial analysis and reports on renewable energy M&A, interconnection queues, and project viability from the REplace team.

Insights REplace Insights Reports and case studies on the U.S. interconnection queue, renewable energy deal-making, and the signals that impact which projects get built. Get Insights by Email Projects advancing Likely to reach COD Interconnection queue activity 2,600+ GW Total in U.S. interconnection queue M&A opportunity Case Study May 2026 How a U.S. solar and BESS developer identified 18 acquisition targets from the PJM interconnection queue in two hours A U.S. solar and BESS M&A team used iQueue to move from reactive, broker-led sourcing to a proactive PJM shortlist, generating 18 direct outreach targets in two hours and putting one project under exclusivity. By REplace Team · 5 min read Case Study April 2026 How one renewable M&A team reduced go/no-go time on inbound deals from weeks to hours An established acquirer rebuilt its CIM review step around iQueue, surfacing independent COD estimates, interconnection cost signals, and developer track record before opening a VDR. Report March 2026 The PJM interconnection queue: an M&A perspective We analyzed 100,000+ MW of projects in the PJM interconnection queue across cost, timing, and ownership to produce a comprehensive M&A view of where viability concentrates. By Matias Sigal · 12 min read Article 4 January 2026 Most energy projects will never be built, and it's costing billions Hundreds of billions are invested in renewable energy every year, yet many projects never reach construction. As electricity demand rises rapidly, the real bottleneck is no longer generation but the ability to identify which projects can actually be built. By Matias Sigal · 6 min read
REplace

Insights

REplace Insights

Reports and case studies on the U.S. interconnection queue, renewable energy deal-making, and the signals that impact which projects get built.

Case StudyMay 2026

How a U.S. solar and BESS developer identified 18 acquisition targets from the PJM interconnection queue in two hours

A U.S. solar and BESS M&A team used iQueue to move from reactive, broker-led sourcing to a proactive PJM shortlist, generating 18 direct outreach targets in two hours and putting one project under exclusivity.

By REplace Team·5 min read
Case StudyApril 2026

How one renewable M&A team reduced go/no-go time on inbound deals from weeks to hours

An established acquirer rebuilt its CIM review step around iQueue, surfacing independent COD estimates, interconnection cost signals, and developer track record before opening a VDR.

By REplace Team·5 min read
ReportMarch 2026

The PJM interconnection queue: an M&A perspective

We analyzed 100,000+ MW of projects in the PJM interconnection queue across cost, timing, and ownership to produce a comprehensive M&A view of where viability concentrates.

By Matias Sigal·12 min read
Article4 January 2026

Most energy projects will never be built, and it's costing billions

Hundreds of billions are invested in renewable energy every year, yet many projects never reach construction. As electricity demand rises rapidly, the real bottleneck is no longer generation but the ability to identify which projects can actually be built.

By Matias Sigal·6 min read