Ride-Through Becomes the New Phase I Discipline for Texas Sites

Ride-through compliance, water disclosures in SpaceX's S-1, and rural Republican backlash all landed in the same news cycle, and they share a single mechanic: the variables that used to be Phase II problems now decide whether a Texas site clears Phase I. Developers who fold ERCOT ride-through, water offsets, and county-level engagement into initial design are converting friction into queue position while Illinois suspends credits and Virginia courts halt projects.