Substation Scout

September 28, 2026 · By Phil

Which Costcos would make the best data centers?

Six hundred and seventeen warehouses, one dumb question.

Part 1: Initial Triage

Given all the community outrage about data centers lately, I've decided it's time our industry finally answered one of its oldest questions.

Which Costcos should we convert into data centers?

This mini-series will run through a mock site selection exercise to see which Costcos appear to have proximity to the best electrical grid infrastrucure. We'll call it Project Kirkland.

Project Kirkland Basics

  • Load: 50 MW at first energization, expandable to 150 MW.
  • Shell reuse: the warehouse stays. Roughly 150,000 square feet, high clear height, a slab rated for pallet jacks full of canned goods, huge parking lot.
  • Flood: outside a FEMA Special Flood Hazard Area.
  • Transmission: a 230kV substation within 2 miles.

Project Kirkland Fine Print

  • I've invented a client. Their requirements are made up. I want to be completely clear about that, because the entire point of this exercise is the line between what data tells you and what you decide.
  • It's just a fun exercise. Nothing in here should be taken as a recommendation.
  • There are some obvious reasons this exercise is silly:
    • We're searching for proximity to transmission infrastructure and cross referencing with queue data, but we don't check to see if there is actual headroom at these nearby subs. The point of the initial screening tools on this site are just to make the initial kill list, not the eventual shortlist.
    • Costcos are usually about 150,000sf, so as of today probably too small to make much use of the gigawatts we are typically searching for these days. But we do see local/regional inference plays in the 50-150MW range... and Costcos do have a huge parking lot for expansion, plus NVDA says they're targeting 1MW racks, so who knows!

Anyway, we may be loud, we may be power-hungry and water thirsty, but a Costco is a worse neighbor. Twelve hundred cars a day, a gas station, a tire bay... Let's see which ones we should take!

Building the list

There are about 650 Costco warehouses in the United States. I pulled them from OpenStreetMap, filtered to actual warehouses and cut to the lower 48. That leaves 617.

Then I ran all 617 through Site Scanner, which is the tool on this site that takes a coordinate and tells you what's around it: nearest substations and their voltages, the franchise utility, the flood zone, the watershed. Six hundred and seventeen scans, about six minutes.

The funnel

StageSites remainingShare of all Costcos
All Costco warehouses in the lower 48617100%
Outside a FEMA Special Flood Hazard Area59296%
↳ and any ≥100 kV substation within 10 mi53286%
↳ and ≥230 kV within 10 mi29247%
↳ and ≥345 kV within 10 mi10717%
↳ and ≥345 kV within 2 mi417%

Look at the first two rows and sit with them for a second.

I expected flood plain and transmission proximity to cut the list way down. They eliminated just 14% of Costcos.

Ninety-six percent of Costco warehouses are outside a Special Flood Hazard Area. Ninety percent have a 100 kV or better substation within ten miles. Which, on reflection, is obvious: Costco spent decades and enormous sums picking sites near infrastructure, on dry, flat, commercially zoned land with good road access. They are, as a portfolio, extremely well sited. So the flood screen isn't weak, the population was pre-filtered by somebody else's very good real estate department.

Here's each screen applied on its own:

ScreenCostcos passingShare
Outside a Special Flood Hazard Area59296%
≥100 kV substation within 10 mi55690%
≥230 kV within 10 mi31050%
≥345 kV within 10 mi11118%
≥500 kV within 10 mi295%
≥230 kV within 2 mi17528%
≥345 kV within 2 mi437%
≥500 kV within 2 mi142%

Voltage alone at ten miles: 18% survive. Distance alone at two miles with a modest voltage floor: 28% survive. Put them together and you're at 7%.

So the screen that does the work isn't flood, and it isn't "near transmission." It's high voltage AND short distance, jointly. Ten miles from 345 kV is a different project than two miles from 345 kV. It's a transmission line build, a new right-of-way, possibly a new switching station, and years.

Here again, a 150,000sf building isn't very big, so there's really no reason we shouldn't be looking at 230kV substations or even smaller. Utilities can typically provide multiple smaller feeds from such subs as the data center grows. A typical 230kV substation can still get us over a gigawatt, for example, if we get multiple feeds. But given the results, we're going to run with the 345kV threshold for now to keep the list more manageable.

The 41

You can download the actual Site Scanner reports for these sites here.

#CityStateNearest ≥345 kV substationDistanceFranchise utilityUtility type
1CovingtonWA500 kV — COVINGTON0.54 miPUGET SOUND ENERGY INCINVESTOR OWNED
2AllentownPA500 kV — WESCOSVILLE0.56 miPPL ELECTRIC UTILITIES CORPINVESTOR OWNED
3WilsonvilleOR500 kV — PEARL0.71 miPORTLAND GENERAL ELECTRIC COINVESTOR OWNED
4KennesawGA500 kV — BIG SHANTY0.75 miGEORGIA POWER COINVESTOR OWNED
5EastvaleCA500 kV — MIRA LOMA0.94 miSOUTHERN CALIFORNIA EDISON COINVESTOR OWNED
6Rancho CucamongaCA500 kV — RANCHO VISTA1.06 miSOUTHERN CALIFORNIA EDISON COINVESTOR OWNED
7TempeAZ500 kV — KYRENE1.19 miCITY OF MESA - (AZ)MUNICIPAL
8PottstownPA500 kV — LIMERICK (500KV SUB)1.32 miPECO ENERGY COINVESTOR OWNED
9SpokaneWA500 kV — BELL1.32 miAVISTA CORPINVESTOR OWNED
10Mt. JulietTN500 kV — WILSON1.61 miMIDDLE TENNESSEE E M CCOOPERATIVE
11San BernardinoCA500 kV — SAN BERNARDINO1.62 miSOUTHERN CALIFORNIA EDISON COINVESTOR OWNED
12TumwaterWA500 kV — OLYMPIA1.78 miPUGET SOUND ENERGY INCINVESTOR OWNED
13VictorvilleCA500 kV — VICTORVILLE1.94 miSOUTHERN CALIFORNIA EDISON COINVESTOR OWNED
14North HollywoodCA500 kV — STATION E (TOLUCA)2 miLOS ANGELES DEPARTMENT OF WATER & POWERMUNICIPAL
15Eden PrairieMN345 kV — EDEN PRAIRIE0.2 miNORTHERN STATES POWER CO - MINNESOTAINVESTOR OWNED
16MaplewoodMN345 kV — KOHLMAN LAKE0.33 miNORTHERN STATES POWER CO - MINNESOTAINVESTOR OWNED
17EverettMA345 kV — MYSTIC0.35 miFITCHBURG GAS & ELEC LIGHT COINVESTOR OWNED
18BrooklynNY345 kV — GOWANUS0.54 miCONSOLIDATED EDISON CO-NY INCINVESTOR OWNED
19MinneapolisMN345 kV — TERMINAL0.67 miNORTHERN STATES POWER CO - MINNESOTAINVESTOR OWNED
20Plain CityOH345 kV — UNKNOWN1576860.67 miUNION RURAL ELECTRIC COOP, INCCOOPERATIVE
21HoustonTX345 kV — BELLAIRE0.94 miCENTERPOINT ENERGYINVESTOR OWNED
22La HabraCA345 kV — COYOTE CREEK0.98 miSOUTHERN CALIFORNIA EDISON COINVESTOR OWNED
23ChicagoIL345 kV — UNKNOWN1244360.99 miCOMMONWEALTH EDISON COINVESTOR OWNED
24Bedford ParkIL345 kV — BEDFORD PARK1.06 miCOMMONWEALTH EDISON COINVESTOR OWNED
25PlanoTX345 kV — ALLEN SWITCHING1.06 miTEXAS-NEW MEXICO POWER COINVESTOR OWNED
26San AntonioTX345 kV — CAGNON ROAD1.11 miCITY OF SAN ANTONIO - (TX)MUNICIPAL
27WestburyNY345 kV — EAST GARDEN CITY1.16 miLONG ISLAND POWER AUTHORITYSTATE
28AlbuquerqueNM345 kV — SANDIA1.18 miPUBLIC SERVICE CO OF NMINVESTOR OWNED
29La VistaNE345 kV — UNKNOWN1316511.2 miOMAHA PUBLIC POWER DISTRICTPOLITICAL SUBDIVISION
30Pleasant PrairieWI345 kV — BAIN1.2 miWISCONSIN ELECTRIC POWER COINVESTOR OWNED
31YonkersNY345 kV — SPRAIN BROOK1.25 miCONSOLIDATED EDISON CO-NY INCINVESTOR OWNED
32HoustonTX345 kV — UNKNOWN3029701.28 miCENTERPOINT ENERGYINVESTOR OWNED
33BayonneNJ345 kV — BAYONNE SWITCHING STATION1.42 miPUBLIC SERVICE ELEC & GAS COINVESTOR OWNED
34South WindsorCT345 kV — TAP1364991.45 miFARMINGTON RIVER POWER COMPANYINVESTOR OWNED
35OmahaNE345 kV — OPPD BLONDO STREET1.6 miOMAHA PUBLIC POWER DISTRICTPOLITICAL SUBDIVISION
36ArlingtonTX345 kV — UNKNOWN3054591.68 miONCOR ELECTRIC DELIVERY COMPANY LLCINVESTOR OWNED
37LewisvilleTX345 kV — NORTHWEST CARROLLTON1.77 miTEXAS-NEW MEXICO POWER COINVESTOR OWNED
38AvonMA345 kV — STOUGHTON1.81 miMASSACHUSETTS ELECTRIC COINVESTOR OWNED
39Auburn HillsMI345 kV — UNKNOWN1285071.86 miDTE ELECTRIC COMPANYINVESTOR OWNED
40RichmondTX345 kV — O'BRIEN1.9 miCENTERPOINT ENERGYINVESTOR OWNED
41Loves ParkIL345 kV — UNKNOWN1222951.95 miCOMMONWEALTH EDISON COINVESTOR OWNED

A few things I notice, none of which the tool told me:

California has 140 Costcos and six finalists. The largest store count in the country, a 4% conversion rate, and a queue and permitting environment that would make you think hard about all six. Texas actually leads the finalist list with seven.

Some of these are silly. Brooklyn, at 0.54 miles from the Gowanus 345 kV substation, is a Costco in New York City. You probably aren't building a 150 MW data center there. The data is correct and the answer is ridiculous, which is a useful reminder that a passing score on four criteria is not a site.

Mt. Juliet, Tennessee is served by a cooperative and sits 1.61 miles from a 500 kV substation named Wilson. A co-op with a 500 kV neighbor is an interesting conversation, and a completely different conversation than the one you'd have with Southern California Edison.

Eight of the 41 have substations with no name. UNKNOWN157686, TAP136499, and six others. More on that in a moment.

What Substation Scout did not do

This is the part we actually care about when using screening tools.

Substation Scout did not rank these 41. It did not tell me that two miles was the right radius, or that 345 kV was the right floor, or that flood zones matter more than utility type. It does not know what a good data center site is. It has no opinion about Brooklyn.

I picked every threshold in this post. I made up the client. I chose to treat a 500kV substation as better than a 345kV one without checking whether either has a single megawatt of available capacity — which, spoiler for part two, is the actual question.

The tool answered exactly one kind of question: what is near this coordinate, according to public data, and where did that data come from? Every number above traces to a published federal or ISO source, and the reports say so on their face.

The interpretation is yours. That's not a limitation I'm apologizing for, it's the ethos of this site. The moment tools like these start telling you which site is best, it's smuggling in somebody else's assumptions about load, tariffs, timelines and risk tolerance.

A footnote on the data, which is also the point

  • Those UNKNOWN157686 substations aren't a bug in my code. They're unnamed in the source data, and they're not rare. Eight of my 41 finalists have an unnamed or placeholder-named substation as their nearest high-voltage neighbor.
  • That matters more than it looks. An unnamed record still carries a voltage and a location, so it screens fine. But you can't match it to an interconnection queue entry by name, which means for those eight sites the next question in this series is unanswerable on a technicality.
  • The substation layer I'm using is a 2022 publisher snapshot in which individual records carry source dates as early as June 2015. Only 28 of the 617 sites have all eight of their nearest substations named.
  • Voltages are as-published and not field-verified.

So the honest caveat on every number in this post is: this is what the public record says, and the public record is a decade old in places and incomplete in others.

Which raises a question: why is the best public map of the American grid this old? We are in the middle of the largest load growth event in fifty years, every serious person agrees interconnection is the bottleneck, and the freely available substation inventory has 2015 source dates on it. Sweet.

That gap — between how fast we need to move and how legible the grid actually is — is why I'm building this site.

Next: I try to check what's already queued up at these 41 substations.


Site Scanner and the Queue Wire are on this site. Every figure in this post came out of them, and every source is cited in the reports they generate.

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