#86 Grid News and Views #19
Connectologists® Pete Aston, Philip Bale, and Alex Ikonic return for another GNV session, covering the developments shaping the connections landscape right now. The episode explores: Gate 2 offer progress is moving steadily, with 100% of protected transmission offers issued and distribution at 39%, though Phase 1 offers (to 2030) arriving mid-May to September are expected to bring more complex terms and cost increases. Technical queries are critical as some offers have contained material errors, developers are urged to raise queries within the four-week window before accepting. Demand connections reform is gaining momentum, with an estimated 50+ gigawatts of data centre capacity in the queue and consultations underway on viability measures, alongside demand registers expected later this year. ANM curtailment risk is proving greater than forecast for many connected projects, with unclear LIFO positions, data errors, and Gate 2 queue restructuring all adding uncertainty. Transmission delays are already reaching customers, with no equivalent financial consequence for transmission owners - an asymmetry the Connectologists® flag as requiring urgent attention. Recorded: 12 May 2026 This content was recorded on an earlier date. The connections landscape changes rapidly, so please treat any facts, figures, and guidance as a point-in-time view and verify current information before relying on it. Our links: Website: https://roadnighttaylor.co.uk/ Newsletter sign up: https://roadnighttaylor.co.uk/newsletter/ Follow us on LinkedIn: https://www.linkedin.com/company/roadnight-taylor-ltd/ Find if we fit at info@roadnighttaylor.co.uk




