Connections Reform: Why Your Curtailment Forecast May Be Wrong
Connections Reform is reshaping more than grid connection dates. For distribution-connected renewable energy and battery storage projects, changes to the distribution queue and LIFO stack could significantly alter expected curtailment levels. While much of the industry focus has been on Gate 1, Gate 2 and CP2030 outcomes, developers and investors should also consider how post-reform queue reordering may impact project revenues, valuations and financing assumptions.Projects that once appeared low-risk for curtailment could find themselves pushed down the stack, while others may benefit from improved queue positions as less advanced schemes fall away. Understanding where your project sits in the post-reform queue is becoming an essential part of due diligence and project assessment.
June 19, 2026