Cost-Causation Is Here. Generation-First Siting Wins the 226 GW Queue.

FERC's June 18 orders put six interstate markets on a 60-day clock to fix large-load pricing, and Abbott's directive lands the same rule inside ERCOT: developers fund the capacity they drive. The ones who win the 226 GW queue arrive with generation secured and water documented, not an interconnection ticket and a hope.