The grid is the new location
Interconnection queues and transmission buildouts decide which dirt gets the next decade of capital.
Five-plus-year interconnection queues turned grid access into the scarcest input for solar, storage, and industrial load. Land value is quietly bifurcating: acres near substations with spare capacity, along approved transmission corridors, or holding legacy grid rights (retired plants) carry an invisible premium most county pricing hasn't caught. The buildout maps are public — almost nobody reads them against land listings.
The full thesis is for Edge members
Where the value emerges
3 land types with geographies and the why
Early signals to watch
4 public, trackable indicators
How investors play it
4 concrete moves with entry discipline
What kills the thesis
3 honest failure modes
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Research and market commentary, not investment advice. Long-horizon theses can be wrong — verify any specific parcel with a full report and your own diligence.