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ERCOT
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ERCOT

Texas grid operator; 438 GW data-centre queue as Batch Zero interconnection studies get underway.

On 21 September, Governor Greg Abbott's permit freeze exposed the pressure around ERCOT's 438 GW large-load queue, about 90% of it data centres. ERCOT's connection-screening process now shapes Texas grid planning.

Last refreshed: 24 September 2026 · Appears in 1 active topic

Key Question

Batch Zero is live at 438 GW queued: is Texas managing growth or watching it?

Timeline for ERCOT

#15 21 Sept

Sent a 130-question survey to more than 400 projects

Data Centres: Boom and Backlash: Abbott halts Texas data centre permits
#14 18 Aug
#13 2 Aug

Suspended its Batch Zero classification and will seek a PUCT good-cause exception

Data Centres: Boom and Backlash: ERCOT freezes its 205 GW sorting job
#13 2 Aug

Received Abbott's directive to audit data-centre projects

Data Centres: Boom and Backlash: Abbott orders a full data centre audit
#31 30 Jul
View full timeline →

Background

ERCOT operates most of the Texas power grid and runs the process through which large electricity users seek connection. That role makes it a central institution in Texas data-centre development, where proposed demand can arrive faster than generation and transmission planning can respond.

The operator's Batch Zero process collects large-load details for classification. It gives Texas a way to distinguish projects that supply enough information for planning from requests that remain uncertain. ERCOT closed the Batch Zero submission window on 24 July 2026.

Connection decisions made through ERCOT affect which industrial projects can draw power from the Texas grid and when network upgrades need planning. Its queue management therefore links private development proposals to the public system's capacity and reliability needs.

Key Issues
Texas grid planning

ERCOT faces a 438 GW queue

Texas approved a formal process on 18 June for ERCOT to assess a 438 GW queue of proposed large loads. The queue had nearly doubled from 225 GW, while the resulting transmission plan is due in autumn 2027.

ERCOT had already closed Batch Zero submissions on 24 July, seeking complete large-load details from transmission and distribution providers before classifying demand. Governor Greg Abbott's 3 August audit order then put the operator's screening work under state scrutiny. For ERCOT, the issue is whether project information can support a credible grid plan before proposed demand hardens into connection commitments.

Common Questions

ERCOT pauses Batch Zero sorting

Has ERCOT's Batch Zero large-load process actually started?
Yes. Batch Zero, approved by the Texas Public Utility Commission on 18 June 2026, took effect on 11 July. Interconnecting large-load entities had to file forms with their transmission provider by 10 July, and providers must submit Batch Zero Load Information Forms to ERCOT by 24 July. A final transmission plan is not due until autumn 2027.Source: ERCOT / Texas PUC
What is Texas doing about the data centre power demand surge?
On 18 June 2026, the Texas Public Utility Commission approved ERCOT's first formal Batch Zero large-load interconnection study process. A final transmission plan is not due until autumn 2027, with Batch 1 applications opening summer 2027.Source: Texas PUC
How big is ERCOT's data centre connection queue?
ERCOT's large-load interconnection queue stood at 438 GW as of 18 June 2026, approximately 90% attributable to data centres, around five times Texas's current peak demand of 85 GW.Source: Texas PUC / ERCOT
Why does Texas have so many data centre and AI facility applications on the grid?
Texas's relatively light regulatory environment, competitive power markets, and abundant land have attracted data centres, AI facilities, and industrial loads. ERCOT's large-load interconnection queue reached 233 GW in early 2026, more than twice current peak demand.Source: ERCOT / Lowdown data-centres

Reference

Why does ERCOT come up in coverage of European gas and power markets?
ERCOT is not a European grid; it operates only within Texas. Analysts occasionally cite it as a comparative case study for how generation switches in and out of merit on the fuel-versus-power price spread, most notably during the February 2021 Winter Storm Uri crisis, when a fuel and equipment shortage rather than a lack of generation capacity drove the blackout.Source: Lowdown analysis
Why is ERCOT isolated from the rest of the US grid?
ERCOT was designed to avoid interstate commerce regulation by the Federal Energy Regulatory Commission (FERC). Texas's grid operates largely independently, with limited interconnection to neighbouring systems. This isolation means Texas cannot easily import power during supply shortfalls.Source: ERCOT
Can ERCOT's isolated grid handle the data-centre demand surge?
ERCOT added ~26 GW since 2025, but its queued large-load demand of 233 GW still dwarfs its current peak of ~85 GW. The grid's isolation from the wider US network means excess load cannot be balanced across regions.Source: ERCOT / FERC
How much new electricity capacity did ERCOT add in 2026?
FERC reported that ERCOT added approximately 26 GW of summer generating capacity since 2025, the largest single-grid contribution to the US's total 75 GW capacity addition. Despite this, ERCOT's large-load queue remained at 233 GW.Source: FERC / Lowdown data-centres update 4
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