Anchor Tenant, Signed Lease, Locked Power: ERCOT's New Cost of Entry

ERCOT's Batch Zero proposal turns the queue into a qualifying round: anchor tenant, signed lease, locked generation, or wait behind the 450 GW pile. The developers who built that stack months ago, Google in Gray County, Poolside in Pecos, CyrusOne in Freestone, are about to find out what a deliberate front-of-line looks like.