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THE QUEUE REPORT · DISTRIBUTION-GRID INTERCONNECTION INTELLIGENCE DATA AS OF JUNE 9, 2026

The Queue Report

Reading the distribution grid so developers don't have to.
Vol. 1 · No. 1 Coverage: Ameren Illinois · DG & Storage Interconnection June 10, 2026
First Read · Ameren Illinois

Half the Ameren backlog is trapped behind someone else's dispute.

We pulled every project in Ameren Illinois's public interconnection queue — all 3,334 of them — and walked the full dependency graph. The headline number everyone quotes (134 disputes, 556 MW) understates the problem by an order of magnitude: the projects waiting behind those disputes hold 5.2 GW, more than half of all active capacity in the queue.

3,334
projects in the public queue (13.7 GW proposed)
2,335
still active pre-construction — 10.2 GW waiting
5.2 GW
active capacity transitively blocked behind a dispute
$4.2B
est. ITC value racing the Dec 31, 2027 deadline
FINDING 01

The backlog is bigger than the number being quoted — and still growing.

Industry coverage this spring cited "more than 3,000 projects" pending at Ameren Illinois. As of the June 9 snapshot, the public queue holds 3,334 projects totaling 13.74 GW of proposed DER capacity. Of those, 2,335 projects (10.2 GW) remain active and pre-construction — 1,886 in Pending Review alone (8.7 GW). Only 998 projects have reached construction or beyond.

For scale: 10.2 GW of waiting distributed capacity is roughly three times ComEd's entire installed DER base and nearly equal to the entire U.S. community solar fleet built to date (10.1 GW, per Wood Mackenzie). It is concentrated on one downstate utility.

Where 13.7 GW sits: queue status by capacity
MW proposed, Ameren Illinois public queue · 06/09/2026
FINDING 02

The dispute cascade: 134 disputes are choking 1,138 downstream projects.

The queue operates serially: each project's review can wait on the project ahead of it. The public data exposes this as a literal "Waiting On Project" field — which means the blast radius of every dispute is computable. Nobody appears to have computed it.

The 134 projects currently In Dispute hold just 556 MW. But walk the dependency chains downstream and the picture changes: 109 projects (510 MW) are waiting directly on a disputed project, and 1,138 active projects — 5,232 MW — sit somewhere behind a dispute in their chain. That is 51% of all active capacity in the queue, gated by the slowest-moving 4% of it.

Why it matters: a developer whose project shows a clean "Pending Review" status can still be functionally frozen by a dispute eight positions upstream — and the standard status page will never tell them. Dispute exposure is a hidden, inheritable property of queue position.

Disputes touch 41 of the 71 active queue areas. The mid-March figure reported in trade press was 123 disputes; the count is now 134 and rising.

Territory visualization: a dispute zone radiating blockage across interconnected corridors
What Finding 02 looks like on the territory: the red zone is 134 disputes; everything its lines touch downstream — 5.2 GW — inherits the freeze. Illustration of the computed cascade, not a utility map.Evidence · The cascade
FINDING 03

The median active project has 14 projects ahead of it. The worst has 219.

Chain depth — how many projects must clear before yours reaches the front — is the single most decision-relevant number in the dataset, and it appears nowhere on any status page. Computed across all active projects: median chain depth is 14; the mean is 28; the deepest chain runs 219 projects long (DER-79370, in the ER-series corridor).

Under Ameren's current serial-study regime (concurrent studies are not promised until January 2027), chain depth converts roughly into review cycles. A project at depth 14 with even an optimistic 2–4 weeks per upstream resolution is looking at 6–13 months of structural wait before its own review completes — before any construction timeline begins.

How deep is the line? Distribution of dependency-chain depth, active projects
Projects ahead in chain · active pre-construction projects only
Dependency chain diagram: upstream of the dispute clears in blue, downstream inherits the freeze in red
Chain inheritance, Finding 03's mechanism: projects upstream of a dispute keep moving (blue); every project behind it inherits the block (red) — regardless of what its own status page says.Evidence · Chain inheritance
FINDING 04

Congestion is brutally concentrated: 10 queue areas hold 5.7 GW of the wait.

Ameren reports its queue in 71 area queues. The top ten by active capacity hold 5.7 GW — 55% of everything waiting. Queue area ER-4 alone holds 324 active projects (1.44 GW) and 14 live disputes; NRP-1 follows with 1.02 GW. Siting decisions made today without this map are siting decisions made blind.

Queue areaActive projectsActive MWLive disputesCongestion read
ER-43241,443.614SEVERE
NRP-12371,023.25SEVERE
ER-3106512.32Heavy
NRN-1105481.35Heavy
NRN-397447.53Heavy
WRN-899433.214DISPUTE-DENSE
SRN-1178373.58Dispute-dense
ER-2115359.74Heavy
NRS-164302.51Moderate
WRN-372300.88Dispute-dense

WRN-8 and SRN-11 are the quiet stories: mid-size queues carrying outsized dispute density (14 and 8 live disputes respectively). Projects entering these areas inherit the highest blockage probability per MW in the territory.

FINDING 05

The tax-credit clock: ~$4.2 billion in ITC value is racing this queue.

Under the OBBBA, solar projects that didn't start construction by July 4, 2026 (24 days from publication) must be placed in service by December 31, 2027 to keep the federal ITC. In the Ameren queue today, 2,113 projects of 1 MW or larger — 9.9 GW — have not yet cleared review.

At a conservative $1.4M/MW capex and a 30% credit, the queue is holding roughly $4.2 billion of ITC value hostage to interconnection timing. For a single standard 5 MW community solar project, the stake is ~$2.1M — against a median chain depth of 14 and a 51% chance of standing behind a dispute. The 1,520 active projects in the 4.5–5 MW class (7.6 GW) are almost all Illinois Shines community solar economics, where losing the ITC doesn't trim returns; it kills the project.

The program paradox: Illinois Shines reopened in April 2026 with 414 MW reallocated, and current REC waitlists have nearly cleared — the Traditional Community Solar Group A waitlist is down to a handful of projects. REC capacity is no longer the binding constraint in downstate Illinois. The interconnection queue is. The state solved the incentive bottleneck; the grid bottleneck got worse.
CONTEXT

Across the territory line, ComEd has the opposite problem.

ComEd's latest ICC grid-plan filing shows its capacity sitting where its queue isn't: the Chicago region holds 947 MW of available hosting capacity but just 61 MW of queued DER (2%), while the South and West regions carry 1,157 MW and 1,222 MW of queued capacity against only 518 MW and 347 MW of hosting headroom. Illinois's two big utilities are mirror images: Ameren's problem is process throughput; ComEd's is geographic mismatch. Developers playing both territories are navigating two different games with one set of public maps — updated on a lag the utility itself acknowledges.

Methodology & Sources

Built from the Ameren Illinois public interconnection queue (CSV snapshot dated 06/09/2026; 3,334 records; published at ameren.com under "Interconnection Queue"), cross-referenced with Illinois Shines Block Capacity Dashboard data and current program waitlists (illinoisshines.com, May 2026 updates), and ComEd's Refiled Grid Plan Chapter 5 (ICC Docket P2026-0047). "Active" = Pending Review, Review, In Dispute, Review Complete Pending Construction, or Unknown status. Dependency chains computed by recursively following each project's "Waiting On Project" reference; transitive dispute blockage = any active project whose upstream chain contains a project In Dispute. ITC exposure assumes 30% credit on $1.4M/MW capex for active projects ≥1 MW not yet cleared for construction; figures are estimates, not tax advice. All underlying data is public; extraction and analysis are original. Corrections welcome — this report improves with scrutiny.

The Queue Report is independent grid-intelligence publishing. It is not affiliated with Ameren Illinois, ComEd, the IPA, or the ICC, and nothing here is legal, tax, engineering, or investment advice.