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Data Centres: Boom and Backlash
4AUG

ERCOT closes its Batch Zero queue window

1 min read
10:53UTC

ERCOT closed Batch Zero interconnection submissions on 24 July, with classification results on the Texas data-centre queue due by 7 August.

IndustryDeveloping
Key takeaway

ERCOT publishes its Batch Zero classification by 7 August, the first audited count of the Texas queue.

The Electric Reliability Council of Texas (ERCOT), the grid operator running most of the Texas electricity market, closed Batch Zero interconnection submissions on 24 July, with classification results due by 7 August 1. Batch Zero is the first tranche under the large-load interconnection process created after Texas legislated on data-centre connections, and classification sorts the applications by how far advanced each project actually is.

ERCOT is the outlier among the six operators that filed generation-adequacy reports this fortnight. It sits outside FERC's jurisdiction, being a grid deliberately kept inside one state's borders, and it has courted large loads rather than rationed them. Where Ofgem proposes a deposit to make speculation expensive, Texas is instead going to publish who is serious.

The Texas Public Utility Commission approved this study process in June , and the classification results are its first output. Nobody believes the whole Texas queue will be built. The results due on 7 August produce the first audited estimate of how much of it might be, in a market that charges nothing to deter a speculative applicant. Whatever share survives classification becomes the reference point every other jurisdiction's queue estimate gets measured against.

Deep Analysis

In plain English

Texas has its own electricity grid operator, ERCOT, separate from the rest of the United States. Many companies have applied to connect huge data centres to that grid, but nobody knows how much of that demand is genuine versus speculative applications that will never actually get built. ERCOT just closed the window for grid companies to submit detailed information on these projects, and will announce by 7 August which ones it classifies as real.

Deep Analysis
Escalation

The scale of Texas's data-centre queue has not eased; ERCOT's own large-load interconnection page put the total queue at 438 GW as of late May 2026, with over 300 GW of that not yet having submitted studies, meaning most of the queue remains unconfirmed pending the 7 August classification.

What could happen next?
  • Meaning

    Batch Zero's 7 August classification results will be the first hard test of how much of Texas's data-centre interconnection queue is genuine demand versus speculative applications.

First Reported In

Update #12 · Ofgem prices the grid queue by the megawatt

Day Pitney LLP (hosted by ISO New England)· 4 Aug 2026
Read original
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ISO New England
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Ofgem
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