ERCOT
Intrastate grid. Governed by Texas SB6 (June 2025) and the PUCT. Not subject to the June 18, 2026 show-cause orders.
Fastest generation interconnection in the country and the most data-center demand outside PJM, but SB6's new financial and curtailment rules add cost and the curtailment risk is real.
Author analysis. Review against primary sources before relying on this for project decisions.
Verified facts and placeholders
Facts- Total queue MW
- 453,562 MWstale · as of 2026-06-22
- Total queue projects
- 2,008as of 2026-07-09
- Avg interconnection wait
- 4.2 yearsstale · as of 2026-06-22
- Large-load queue MW
- 238,600 MWstale · as of 2026-06-22
- Queue status
- reform-in-progress
- Large-load posture
- Developing
- Generation queue notes
- As of Feb. 28, 2026, ERCOT reported 2,008 active generation interconnection requests totaling 453,562 MW: 177,642 MW storage, 162,927 MW solar, 47,793 MW wind, and 60,715 MW gas. Connect-and-manage model keeps generation interconnection comparatively fast.
- Large-load posture rationale
- Large-load interconnection queue at roughly 238.6 GW as of March 2026, 77.5% data centers. Only about 9.0 GW has Approval to Energize and observed peak consumption of large loads is roughly 3.9 GW — a request-to-operating funnel of about 1.6%. Q1 2026 alone saw 198 GW of large-load applications with 86 GW under review, roughly the size of ERCOT's entire peak load (Ascend Analytics, May 2026). Senate Bill 6 and PUCT draft rule 16 TAC 25.194 move large loads toward financial-security, site-control, batch-study, and curtailment requirements for loads 75 MW+.
- Primary source
- www.ercot.com/gridinfo/resource
Analyst read
Editorial analysis- Tier
- Favorable
- Rationale
- Fastest generation interconnection in the country and the most data-center demand outside PJM, but SB6's new financial and curtailment rules add cost and the curtailment risk is real.
- What's working
- Connect-and-manage model and ~4.2 yr timelines are among the fastest in the U.S.
- Deep solar, storage, and gas generation pipeline: 453,562 MW active requests as of Feb. 28, 2026.
- What's working against
- SB6 imposes $50,000/MW security, strict site control, and mandatory curtailment exposure on large loads.
- Energy-only market and curtailment risk mean less firm reliability guarantee than other ISOs.
- One thing to watch
- PUCT's final SB6 large-load rule, due by Dec 31, 2026, and how aggressively curtailment is applied.
- Analyst note
- ERCOT is the speed play: if you can tolerate curtailment risk and post the financial security, Texas still moves faster than anywhere else and has the generation pipeline to back it. SB6 is raising the bar for entry, which will thin the speculative requests but also raise real project cost.
Major announced projects in this market
Exhibit 2 · supporting- Stargate / Abilene (Lancium Clean Campus)Data Center · Operational · Abilene, TX1,200 MWCOD Projected to cross 1 GW of facility power in July 2026 per Epoch AI's independent buildout tracking; two buildings live since Sept 2025, remaining six ramping through 2026
- Vantage 'Frontier' CampusData Center · Under Construction · Albany / Abilene, TX1,400 MWCOD First building H2 2026
- Fermi America 'Project Matador'Data Center · Delayed · Amarillo, TX11,000 MWCOD Uncertain; construction paused early 2026; first ~1,000 MW targeted end of 2026
- Oncor Longshore–Drill Hole 765-kV LineTransmission · Permitting · West Texas, TXN/ACOD Targeted energization December 2028
Recent reforms
Source-backed- 2025-06Senate Bill 6 signed
Directs PUCT to create large-load interconnection standards, transparency requirements, financial security, and mandatory/voluntary curtailment programs for loads 75 MW+.
Source - 2026-03PUCT draft rule 16 TAC 25.194
PUCT published draft large-load interconnection rule March 12, 2026 requiring $50,000/MW financial security, 5-yr-plus site control, and intermediate agreements before study. Comments due April 17, 2026.
Source - 2025-12Oncor Longshore–Drill Hole 765-kV line filed
Oncor filed the ~180-mile Longshore–Drill Hole 765-kV line in December 2025, the first leg of the Permian 765-kV backbone, targeting energization by December 2028.
Source
Upcoming milestones
Source-backed- 2026-07-10Batch Zero qualification deadlines
ERCOT's first structured large-load interconnection batch under PGRR145 hits qualification deadlines July 10–24, 2026, with financial security requirements on the order of $50,000/MW. Enverus estimates ~21.7 GW across 55 projects can make the cut; ~37 GW across 62 projects likely defer to Batch 1.
Source - 2026-12PUCT SB6 rulemaking deadline
PUCT must complete SB6 large-load rulemaking (standardized interconnection, load transparency, curtailment rules) by Dec 31, 2026. After 2026, only large loads with executed interconnection agreements count in the load forecast.
Source - 2028-12Permian 765-kV backbone target energization
Oncor's Longshore–Drill Hole 765-kV line (~180 miles), first segment of the Permian 765-kV backbone, targeting December 2028.
Source
Sources & last updated
Provenance- Last updated
- 2026-07-09
- Primary source
- https://www.ercot.com/gridinfo/resource
- Source registry
- ERCOT Large Load Update April 2026Pulled 2026-06-22 · Supports: totalQueueMW, largeLoadQueueMW, generationQueueNotes, largeLoadPostureRationale, upcomingMilestoneshttps://www.ercot.com/files/docs/2026/04/01/ERCOT_LargeLoad_Update_April2026_B-C_-Hearing.pdf
- Utility Dive: ERCOT large load +300%Pulled 2026-06-22 · Supports: largeLoadPostureRationalehttps://www.utilitydive.com/news/ercots-large-load-queue-jumped-almost-300-last-year-official/808820/
- Latitude Media: ERCOT queue quadrupledPulled 2026-06-22 · Supports: largeLoadQueueMW, generationQueueNoteshttps://www.latitudemedia.com/news/ercots-large-load-queue-has-nearly-quadrupled-in-a-single-year/
- Greenberg Traurig: SB6 / 25.194Pulled 2026-06-22 · Supports: recentReforms, largeLoadPostureRationalehttps://www.gtlaw.com/en/insights/2026/3/texas-senate-bill-6-update-what-data-centers-large-load-customers-should-know-about-proposed-interconnection-standards
- Enverus 2025 Queue Outlook (via pv-magazine)Pulled 2026-06-22 · Supports: avgInterconnectionWaitYearshttps://pv-magazine-usa.com/2025/05/09/u-s-renewables-developers-face-daunting-grid-interconnection-queues/
- Ascend Analytics large-load overviewPulled 2026-06-22 · Supports: largeLoadQueueMWhttps://www.ascendanalytics.com/blog/large-load-interconnection-queues-data-center-grid-access