Friday, June 26, 2026

Five Tests Now Separate Real Load From Speculation in Texas

ERCOT's new five-test screen for its 368 GW interconnection queue just drew the line between real load and speculative placeholders, and the developers who pair onsite generation with grid connection are the ones who clear it. Project Kilby's 2.67 GW Chevron-Microsoft deal and the Stargate sites prove the playbook: secure power, water, and local buy-in upfront, or wait for rules written without you.

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