BloombergNEF
Bloomberg's energy and infrastructure research arm, providing market analysis on the power and clean-energy transition.
BloombergNEF puts the load at risk from Texas's data-centre interconnection audit at 49.8 GW, with costs that could reach $15bn, an estimate POWER carried in August 2026.
Last refreshed: 14 August 2026 · Appears in 1 active topic
Why does BNEF's 49.8 GW estimate matter more than ERCOT's own figures?
Timeline for BloombergNEF
Assessed that the audit could delay 49.8 GW of load and cost projects up to $15bn
Data Centres: Boom and Backlash: ERCOT freezes its 205 GW sorting jobBackground
BloombergNEF (BNEF) is Bloomberg's energy-research Arm, formed when Bloomberg L.P. acquired London-based New Energy Finance in December 2009, and has covered global clean-energy and power markets for more than two decades.
Power Magazine carried BNEF's assessment in August 2026: Governor Greg Abbott's data-centre interconnection audit in Texas puts up to 49.8 GW of load at risk of delay, with downstream costs for developers that could run as high as $15bn. BNEF separately estimated 204 GW of load as eligible for ERCOT's frozen Batch Zero study, closely tracking ERCOT's own 205 GW figure .
The closeness of BNEF's independent estimate to ERCOT's own study population lends outside credibility to the scale of the freeze, sharpening the financial stakes of the audit for developers.