Deliverable Demand Is the New Dividing Line in ERCOT's Queue

Deliverable demand just became the metric that separates real projects from queue noise, and AEP's 30 GW to 5.6 GW reconciliation is the template every utility is now copying. The developers who'll clear the gate in 2026 are the ones treating transmission siting, transformer supply, and water provenance as front-end commitments, not post-announcement scrambles.