NERC's Rare Grid Warning Hands Texas Developers an 18-Month Window

NERC just issued its third-ever Level 3 alert, naming datacenter load growth as a grid reliability risk while Denmark pauses connections and Lexington drafts a 50,000-square-foot cap. Texas hasn't moved that direction, and the developers arriving with behind-the-meter generation and water offsets locked, the BaRupOn and Oracle-Bloom playbooks, get an 18-month head start before the political window closes.