Self-Supply Developers Set Their Own Clock. The Rest Wait 128 Weeks.

ERCOT's 410 GW interconnection queue is real even if the 367,790 MW forecast is inflated, and the 128-week transformer lead time means grid-dependent projects are building on a clock they don't own. Lancium's Abilene campus and Beacon's Dove Creek plans show where the smart capital is going: self-supplied gas, closed-loop cooling, and developers who can answer the water question before the community meeting starts.