National Distressed Solar Screen

NATIONAL·UTILITY-SCALE PV·≥20 MWAC·TRAILING 12MO·SNAPSHOT 2026-03-31

885

Plants screened

≥20 MWac · CONUS

155

Underperformers

Gap < −15% vs peers

12.0GW

At-risk capacity

Sum of nameplate AC

-23%

Median gap

Among underperformers

EXCLUDE CURTAILMENT-SUSPECT

155/ 155PLANTS

NERC REGION SUMMARY · 6 OF 6CLICK ROW TO FOCUS MAP

Region	Screened	Under	Median gap	MW at risk	Curtail %	Dominant signal
WECCWestern	347	67	-28.5%	4,686	66%	CURTAILMENT
SERCSoutheast	323	53	-25.5%	3,300	0%	CHRONIC
TRETexas	85	16	-25.4%	2,781	25%	CHRONIC
MROMidwest	34	8	-22.4%	759	0%	CHRONIC
RFCReliabilityFirst	64	5	-27.2%	325	0%	CHRONIC
NPCCNortheast	24	4	-28.5%	101	0%	CHRONIC

SERC: highest residual signal · zero curtailment overlap

UNDERPERFORMERS · DOT MAP

National geography of the gap

155 PLANTS
COLOR = SIGNAL · SIZE = MWAC

SIGNAL

Gap ≤ -25%

Gap -15% to -25%

Curtailment-suspect

SIZE = MWAC

WECC (West)

Curtailment-heavy: structural, not fixable

66% curtailment-suspect

WECC underperformers skew toward California spring oversupply curtailment. Gap signals here reflect structural grid congestion; equipment interventions are unlikely to close the gap. Median gap: -28.5% among 67 underperformers.

vs.

SERC (Southeast)

Zero curtailment overlap: most actionable

0% curtailment-suspect

SERC has no curtailment flags in this screen. Every underperformer here carries an unexplained residual gap; the signal is consistent with module or inverter degradation. Median gap: -25.5% among 53 underperformers. These are the most actionable acquisition targets.

GAP DISTRIBUTION · BY NERC REGION

Where the underperformers actually live

1.5-PT BIN WIDTH · AMBER LINE = -15% THRESHOLD
CLICK FACET TO FOCUS TABLE + MAP

CURTAILMENT-SUSPECT (left tail)RESIDUAL UNDERPERFORMANCEPOPULATION (passing)

Rank	Plant	ST	NERC	MWac	Gap 12mo↑	Distress	Susp. Signal	Curtail?
001	Alta Luna TPE Alta Luna, LLC	NM	WECC	28	-89.8%	75	VINTAGE	—	▸
002	Meadows PV 1 Fresh Air Energy XVIII, LLC	NC	SERC	20	-84.3%	87	VINTAGE	—	▸
003	Little Bear 4 Little Bear Solar 4, LLC (Longroad)	CA	WECC	50	-60.7%	65	CURTAILMENT	YES	▸
004	Grizzly Ridge Solar Grizzly Ridge Solar LLC	TX	TRE	100	-55.5%	83	CHRONIC	—	▸
005	Giffen Solar Park Giffen Solar Park, LLC	CA	WECC	20	-54.1%	75	CURTAILMENT	YES	▸
006	Guernsey Solar Station Pacific Gas & Electric Co.	CA	WECC	20	-53.0%	75	CURTAILMENT	YES	▸
007	Hyder Solar Hybrid Arizona Public Service Co	AZ	WECC	32	-51.1%	75	VINTAGE	—	▸
008	San Joaquin Solar GASNA 6P, LLC	CA	WECC	21	-49.2%	60	CURTAILMENT	YES	▸
009	Samson Solar Energy III LLC Invenergy Services LLC	TX	TRE	250	-48.5%	73	CHRONIC	—	▸
010	Delta's Edge Solar Cubico USA, LLC	MS	SERC	100	-48.0%	67	CHRONIC	—	▸
011	Adera Solar AES Distributed Energy	CA	WECC	20	-47.7%	65	CURTAILMENT	YES	▸
012	Dogwood Solar, LLC Duke Energy Renewables Services	NC	SERC	20	-47.3%	77	VINTAGE	—	▸
013	Oro Loma Consolidated Edison Development Inc.	CA	WECC	20	-46.5%	65	CURTAILMENT	YES	▸
014	Alamosa Solar RC5 Whetstone LLC	CO	WECC	30	-43.0%	65	VINTAGE	—	▸
015	EGP Stillwater Solar PV II, LLC Enel Green Power NA, Inc.	NV	WECC	20	-41.9%	60	CHRONIC	—	▸
016	Hazlehurst II SR South Loving, LLC	GA	SERC	53	-41.6%	65	VINTAGE	—	▸
017	Maryland Solar 8point3 Operating Company LLC	MD	RFC	27	-41.0%	65	VINTAGE	—	▸
018	Estill Solar Estill Solar I, LLC	SC	SERC	20	-40.9%	77	VINTAGE	—	▸
019	Samson Solar Energy Invenergy Services LLC	TX	TRE	250	-40.8%	73	CHRONIC	—	▸
020	Stroud Solar Station Pacific Gas & Electric Co.	CA	WECC	20	-39.9%	65	CURTAILMENT	YES	▸
021	Durrance Tampa Electric Co	FL	SERC	60	-39.0%	47	CHRONIC	—	▸
022	Rancho Seco Solar II, LLC Rancho Seco Solar II, LLC	CA	WECC	160	-37.6%	55	CURTAILMENT	YES	▸
023	Midway Solar Farm II Dominion Renewable Energy	CA	WECC	30	-37.0%	55	CURTAILMENT	YES	▸
024	Two Creeks Solar Wisconsin Public Service Corp	WI	RFC	150	-36.5%	55	CHRONIC	—	▸
025	Alpaugh North Consolidated Edison Development Inc.	CA	WECC	20	-36.4%	65	CURTAILMENT	YES	▸