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
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