September 26, 2026
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Google Puts BESS and LVDC on Record as the Gigawatt Campus Standard
Agencies
The Public Utility Commission of Texas (PUCT) regulates the rates, service quality, and operations of electric utilities in Texas, including those serving data center facilities.
September 26, 2026
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Google Puts BESS and LVDC on Record as the Gigawatt Campus Standard
September 25, 2026
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Oct. 14 TWDB Deadline Now Carries Class C Exposure in 18 Counties
September 23, 2026
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Vistra's 5% Stake and 207 MW Firm PPA Open New Era's 1.4 GW Midland Path
September 22, 2026
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Gov. Abbott Ties Noncompliance to Denial of Grid Connection
September 19, 2026
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PUCT Locks $50K/MW Study Bond Into 16 TAC 25.194, Effective Oct 8
September 17, 2026
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Documentary Survival Now Prices 266 GW Energization to Dec. 10
September 7, 2026
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Temple Clears First Readings on Rowan's $4.2B Campus
September 5, 2026
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North Richland Hills Seeks State-Funded Health Studies at Iron Horse
September 4, 2026
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Control No. 58481 Puts $50K/MW Floor Before ERCOT Models 1 GW
September 3, 2026
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Prosper Zoning Blocks White Rose's $580M on 1,600 Precinct Votes
September 1, 2026
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Only 22 GW Clear Section 9.5 Under Senate Bill 6 Batch Zero
August 29, 2026
Gov. Abbott's Audit Spares Self-Supply as Amazon Stages 35 TurbinesERCOT senior vice president Chad Seely told the Public Utility Commission of Texas the ISO "does not have that authority to stop" medium-sized processing.
August 26, 2026
Tranche Power Gates Blackstone's Three AI Factory CampusesMeredith McCall, speaking for Little McMountain Ranch LLC and Walter McCullough, filed oral argument August 25 in PUCT Control No. 58317 challenging Need for dockets 59315 and 59029, Oncor Electric Delivery's 765 kV lines aimed at large load and oil and gas.
August 22, 2026
Dec. 10 Community Impact Review Can Deny Grid ConnectionERCOT will complete Governor Greg Abbott's data center and large-load audit by December 2026, with the Batch Zero Eligibility Verification Report and Community Impact Review due December 10 and findings at the PUCT's December 17 open meeting.
August 14, 2026
Carrying Costs Compound After Aug. 20 as ERCOT Audits for MonthsAt least 43 companies, including Meta, OpenAI, Microsoft, and Amazon Web Services, have endorsed Governor Greg Abbott's freeze since the Aug. 3 announcement; the PUCT set an emergency meeting for Friday, and scope, selection criteria, and how results re-enter permitting remain undefined.
August 12, 2026
SpaceX's $16.8B Terafab Puts Gas and Batteries on the Critical PathRequirements that matter on a balance sheet: fund transmission and distribution, disclose on-site generation and grid-reduction measures, map water source and consumption, document taxpayer incentives, and address noise, lighting, setbacks, traffic, and emergency coordination, with PUCT and ERCOT audit before grid connection and denial for failure.
August 11, 2026
Gov. Abbott's Audit Leaves Batch Zero With No Restart DateOn August 10 it filed for good-cause exceptions in PUCT Control No. 58317, telling the Public Utility Commission of Texas it will blow past its own Batch Zero deadlines because Governor Greg Abbott's August 3 audit order requires months of verification before studies can restart.
August 10, 2026
Trump Split With Gov. Abbott Just Compressed Every Operator's Audit TimelineERCOT confirmed it's postponing "Batch Zero," a large-load study process set to begin notifications around August 7, and will seek a good-cause exception at the PUCT's August 20 open meeting.
August 8, 2026
Skybox, Digital Realty, Mara, Montera Sign Binding Pledges to Gov. AbbottThese moves expand the group of operators aligning ahead of the ongoing ERCOT and PUCT audit.
August 7, 2026
Gov. Abbott Guardrails Win First QTS Commitment on Grid UpgradesThe Public Utility Commission of Texas and ERCOT continue to hold interconnection requests pending audit review.
August 6, 2026
Self-Supplied Sites Move Ahead While Grid Projects WaitA filing at PUCT Control No. 59281 raises substation and traffic impacts for a proposed Denton Highway project.
August 5, 2026
One Keller Comment Filing Shows How the Statewide Audit Reaches Each ProjectGovernor Greg Abbott ordered the Public Utility Commission of Texas and ERCOT to stop approving new data center grid connections until a full audit verifies each project's power draw, water use, tax incentives, ownership, and community impacts.
August 4, 2026
Every Queued Project Must Now Prove Water and Generation, With No End Date SetGovernor Greg Abbott ordered the Public Utility Commission of Texas and ERCOT to audit every datacenter project in the interconnection queue before any new grid connections advance, freezing forward movement on a queue that now holds more than 1,800 projects representing 474 GW.
August 3, 2026
Meta's El Paso Campus Hits 1 GW Without Buying a Single ServerThe PUCT and ERCOT are petitioning the Legislature for expanded authority over data centers, following Governor Greg Abbott's directive to manage grid and infrastructure impact, according to a podcast discussion flagged by the Texas Energy and Power Newsletter.
August 1, 2026
The Same $50K Fee That Screens Datacenters Now Applies to Chevron and SamsungThe Public Utility Commission of Texas and ERCOT approved the batch rules in June; more than 90% of the 474,000 MW in the current queue are datacenters, but the same fee applies to Samsung, Chevron expansions, and the next SpaceX.
July 29, 2026
AMD's 15-Year Lease Only Pays Off If West Texas Transmission Lands on TimeGalaxy says it negotiated most of these terms before Governor Greg Abbott's June directive to the PUCT and ERCOT, so the market was already moving toward developer-funded grid.
July 28, 2026
Post Security Before the Study, or Watch Your 2027 Slot Go to a Buildable ProjectFollowing Gov. Greg Abbott's June 10 directive, the Public Utility Commission of Texas outlined a rulebook that requires large loads to pay transmission charges once capacity becomes available (operating or not), post financial security before entering planning studies, and cover direct interconnection costs.
July 27, 2026
Sen. Bettencourt Signals Tighter Rules as the $3.3B Break Hits Finance July 27Green Recursive Utility Service filed a July 26 comment to PUCT Project No. 58317, arguing the Commission's proposed large-load registration framework only meters draw at interconnection points.
July 26, 2026
Sen. Huffman's January Bill Targets the Exemption That Built Fermi and StargateResponding to Abbott's June 1 inquiry, the PUCT flagged three areas for legislative action: upfront project disclosure so ERCOT can assess reliability risk, clearer ERCOT-operator communication protocols during curtailment, and safeguards against foreign access to grid-connected infrastructure.
July 23, 2026
Georgia Lands OpenAI's $30B Bet While Texas Owns the Queue FixTexas developers who know ERCOT's queue and the PUCT's precedent-based permitting compress cycles where those markets stall.
July 9, 2026
89% of New Power Requests Are Datacenters. Abbott Wants Guardrails.Abbott's June letter to PUCT's Thomas Gleeson and ERCOT's Pablo Vegas already instructed both agencies to make sure data center interconnections don't shift infrastructure costs onto ratepayers.
July 8, 2026
Ratepayers Come Off the Hook. Developers Underwrite the Wires Themselves.On June 10, the governor directed the Public Utility Commission of Texas and ERCOT to require data centers to fund their own electric infrastructure and to "safeguard Texans, their property, and resources."
July 7, 2026
The Permian Gets Texas's First 765 kV Backbone, and CREZ Wrote the PlaybookHe's ordered the PUCT and ERCOT to deliver a joint memorandum by July 17 on actions taken and legislation needed, and directed the PUC to move on reducing residential ratepayer transmission costs by July 31, 2026.
July 6, 2026
The April Deadline Beats the Rulebook by Three YearsHe's asked ERCOT CEO Pablo Vegas and PUCT Chair Thomas Gleeson for recommendations by July 17.
July 5, 2026
Self-Supply Is Now the Floor for Political Viability in TexasFor developers with rural sites or pending PUCT power agreements, the near-term signal is clear: the self-supply mandate is now the floor for political viability.
July 4, 2026
Abbott Hardens His Terms. The 2027 Legislature Holds the Pen.His press office tied the language to his June 10 directive to PUCT Chairman Thomas Gleeson and ERCOT CEO Pablo Vegas ordering that data centers not shift costs onto residential ratepayers.
July 3, 2026
Shared Interconnection Buys Speed. Disciplined Developers Already Underwrite the Curtailment.The Public Utility Commission of Texas staff has endorsed ERCOT's operating conditions for Crusoe Energy and Ensign Infrastructure's AI campus behind the Goodnight 1 wind farm in Armstrong County, one of the first tests of Texas's framework for colocating large loads with existing generation.
June 29, 2026
Washington Set the Deadline. Texas Already Wrote the Playbook.The risk runs through notice and engagement: hundreds of Central Texas landowners petitioned PUCT over the $2 billion, 765-kV Bell County East to Big Hill line, alleging improper notice after route changes.
June 28, 2026
Chevron Bets $7B That Off-Grid Gas Is the Faster Path to MarketThe open risk is regulatory: whether ERCOT, the PUCT, or Texas legislators concerned about load visibility take a harder look at off-grid load this large.
June 26, 2026
Five Tests Now Separate Real Load From Speculation in TexasThe Public Utility Commission of Texas approved ERCOT's "Batch Zero" study in June 2026, a centralized process that separates committed gigawatt-scale loads from speculative requests through readiness tests: site control, permits, financing, equipment orders, realistic demand forecasts.
June 25, 2026
The PUC Just Made Your Interconnection Agreement the Only Thing That MattersThe Public Utility Commission of Texas approved ERCOT's Batch Zero framework, a one-time systemwide study that consolidates evaluation of new large loads of 75 MW or more, replacing the utility-by-utility reviews that buckled under AI demand.
June 24, 2026
Reeves County Banks 6,000 Jobs as the Behind-the-Meter Model ScalesA separate PUCT spring survey drew responses from 28 companies covering 92 facilities, less than a third of those believed operational.
June 22, 2026
ERCOT Studies Big Loads in Batches Now. The Queue Math Just Changed.The Public Utility Commission of Texas approved ERCOT's new batch-study process for projects 75MW and larger, the first time an independent system operator has adopted batch rules at that scale.
June 21, 2026
Cost-Causation Is Here. Generation-First Siting Wins the 226 GW Queue.Governor Abbott's June 10 directive orders the PUCT and ERCOT to require AI datacenters to fund the transmission and interconnection capacity they consume, with an implementation memo due July 17 and residential transmission costs ordered down by end of July.
June 19, 2026
Site Control Now Beats a Press Release in ERCOT's QueueOn June 18, the Public Utility Commission of Texas approved the Batch Zero framework, a solvency screen forcing projects above 75 MW to prove site control, post nonrefundable fees, and show credible financing before they hold a queue position.
June 18, 2026
225 Interconnection Requests, One Filter: ERCOT Sorts Real From PaperThe board voted June 2 to launch "Batch Zero," a tiered process that isolates financed, land-secured projects from speculative paper, and the Public Utility Commission of Texas reviews the framework Thursday.
June 16, 2026
Developers Foot 100% of the Wire. Ratepayers Get the Discount.In a letter to PUC Chairman Thomas Gleeson and ERCOT CEO Pablo Vegas, Abbott directed datacenters to fund 100% of their own electric infrastructure costs and structured interconnections so residential bills decline.
June 14, 2026
Five Mandates, One Deadline: Abbott Hands PUCT the 2027 BlueprintGovernor Abbott directed the Public Utility Commission of Texas and ERCOT on Wednesday to submit recommendations by July 17 on data center water efficiency, ratepayer cost impacts, and community safeguards, with legislative proposals targeting the 2027 session.
June 13, 2026
Hyperscalers Wire $200M Upfront as ERCOT's Queue Hits 438 GWHis June 10 letter orders the PUCT and ERCOT to keep datacenter transmission and interconnection costs off residential bills by July 31, with an interim memo due July 17 detailing authority gaps and needed legislation.
June 12, 2026
Self-Generation, Disclosure, and a 2027 Deadline: Abbott Resets the TermsHis June 10 directive orders the PUCT and ERCOT to shift full interconnection cost recovery onto developers, with regulator recommendations due July 17 and PUCT transmission cost measures by July 31.
June 11, 2026
Abbott Names July 17. The 2027 Rulebook Starts Getting Written Now.Governor Abbott directed PUCT and ERCOT to deliver ratepayer-protection recommendations by July 17 and pledged 2027 legislation requiring data centers to fund their own electric infrastructure, mandate water-efficient cooling, and repeal sales tax exemptions.
June 10, 2026
418 GW Knock on Texas Doors. Behind-the-Meter Builders Skip the Line.The Public Utility Commission of Texas is building the screen that separates real load from speculative load before ratepayers eat the cost of phantom transmission.
June 6, 2026
Meitner Is the Template. 430 GW of Applications Are About to Find Out.It's the power-first, water-first, workforce-first playbook landing in the Texas Panhandle the same week ERCOT's Batch Zero framework heads to the PUCT for June 18 approval.
June 2, 2026
Ride-Through Becomes the New Phase I Discipline for Texas SitesERCOT's board votes Tuesday on ride-through rules that would require data centers to stay online during grid disturbances or face disconnection penalties, with the Public Utility Commission of Texas likely to finalize later this year.
June 1, 2026
Tax Abatements Lose the Room. Power, Water, and Cost Causation Take Over.ERCOT and the Public Utility Commission of Texas haven't taken up separate rate-class mechanics, but the question is coming.
May 30, 2026
Reclaimed Water Cleared QTS's $10B Campus. Texas Developers Should Take Notes.ERCOT doesn't yet separate data centers into a distinct customer class. Developers who negotiate cost-sharing terms now, while the regulatory frame is still forming, will shape what the Public Utility Commission of Texas eventually codifies.
May 28, 2026
Helios Hits 1.6 GW on CREZ Lines Built for Wind a Decade AgoTexas runs a different model: ERCOT and the PUC of Texas don't condition interconnection on developer cost-sharing, and the Texas Legislature handed interim charges to House and Senate committees studying data center water and power impacts ahead of the 2027 session.
May 27, 2026
The 445 GW Queue Gets a Gate. Capital Commitment Is the New Credential.Running parallel: PUC staff want to shift transmission cost allocation for large loads from four coincident peaks to contracted peak capacity, a change that would reshape which project economics actually pencil.
May 24, 2026
22,000 MW by 2030 Meets the First Moratorium CallIn Texas, Commissioner Miller's moratorium call and Weatherford's January 2025 zoning prohibition on data centers (which doesn't reach unincorporated Parker County, where Black Mountain assembled its acreage) show the same dynamic playing out under ERCOT and PUCT jurisdiction.
May 22, 2026
Dallas Wins #1 Globally as Corpus Christi Shows the Real ConstraintRisk: ERCOT and the PUCT have no direct equivalent to Wyoming's LPCS tariff, and developers are voting with capital for jurisdictions where the regulatory pathway is pre-built.
May 21, 2026
Dallas, Austin, West Texas Sweep the Global Top ThreeThe win is structural: a deregulated grid, the $9.4 billion Eastern Backbone 765-kV transmission build, and a PUCT batch study process that evaluates interconnection requests concurrently.
May 20, 2026
Water Plan Skips the 400 GW Queue. Smart Developers Won't.Eric Goff of Goff Policy calls the queue "effectively infinite," and ERCOT's "Batch Zero" framework, plus the first PUCT-approved 765 kV lines and the ERCOT Board's $9.4 billion Eastern Backbone, are the mechanisms that convert queue position into construction schedule.
May 19, 2026
NextEra Pays $67B for the Playbook Texas Has Run Since 2024Texas developers should expect PUCT and ERCOT to reference the alert in future interconnection rulings.
May 18, 2026
Opposition Hits 70%. The Siting Playbook Just Got Three Items Longer.Texas remains the structural winner thanks to ERCOT, the PUCT, and behind-the-meter gas economics.
May 16, 2026
Beacon Point Sets the 1-GW Template While 300 GW Wait in QueueTexas's advantage is structural: ERCOT publishes the queue, the Public Utility Commission of Texas runs the interconnection framework, and AEP Texas can execute on a 1-GW campus while peer states debate whether to let municipalities veto projects.
May 14, 2026
Hill County Draws the Line. Eight Projects Now Wait a Year.The vote lands the same week ERCOT warned the Public Utility Commission of Texas it has "concerns" with its own 368 GW load forecast for 2032.
May 11, 2026
Recycled Water Is the Texas Permit Edge. San Antonio Just Proved It.Texas operates under ERCOT and the Public Utility Commission of Texas with different mechanics, but the political template is portable.
May 2, 2026
Federal AI Build Picks Gas in Months While Ohio's 9.2 GW StallsKatie Coleman of O'Melveny & Myers laid out the structural divide on the Energy Capital Podcast: private capital builds generation at risk, but transmission requires PUC approval and decades of rate recovery.
April 30, 2026
Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029In Texas, SB6 implementation rulemaking sits at the Public Utility Commission as Project No. 58317, and Energy Capital's roundtable with Matt Boms and Dr. Joshua Rhodes flagged that transformers and substations now cost multiples of prior prices, amplifying the risk that all ratepayers absorb upgrades sized for a handful of customers.
April 27, 2026
Wisconsin Makes Hyperscalers Pay 100% of Their Own Generation BuildThe risk runs the other way too: if the Public Utility Commission of Texas treats private SMRs and gas self-supply as competitive threat rather than demand relief, permitting friction lands on the developers who moved earliest.
April 25, 2026
PUCT Just Drew the Line on Which Grid Bypasses CountThe Public Utility Commission of Texas unanimously approved the first direct wind-farm-to-datacenter connection on the ERCOT grid, the same week ERCOT's high-side demand scenario, peak load above 367,000 MW by 2032, was sent back as unrealistic.
April 24, 2026
Cancellations Quadrupled. Abilene's 2.1 GW Answer Is Off the Grid.ERCOT and the Public Utility Commission of Texas operate transparent dockets with defined queues, though PUCT has flagged demand forecasting uncertainty that developers should price in.
April 23, 2026
Capital Front-Runs the Forecast: $2B Lands Before ERCOT Hits 367 GWThe resolutions went to Governor Abbott, Lt. Gov. Patrick, Sen. Perry, Rep. Darby, the PUC, TCEQ, ERCOT, and the Texas Water Development Board.
April 19, 2026
Anchored Offtake Wins the Queue. Speculation Gets Repriced.ERCOT itself flags the forecast as preliminary and likely overstated, and the PUCT has already sent forecasts back for revision.
April 18, 2026
Self-Supply Developers Set Their Own Clock. The Rest Wait 128 Weeks.ERCOT filed a preliminary 2032 peak demand forecast of 367,790 megawatts with the Public Utility Commission of Texas this week, more than four times the August 2023 record of 85,508 MW.
April 12, 2026
400 Projects, Two Unanswered Questions, One Legislative ClockPUC Chair Thomas Gleeson said generation-side price increases are unlikely given Texas's renewable and battery buildout, but flagged the state's multibillion-dollar transmission overhaul as a potential cost pressure.
April 10, 2026
Caprock Broke Ground. Projects That Can't Match It Won't.Aligned Data Centers broke ground on Project Caprock, a 540MW, $5 billion campus near Abernathy in Hale County, while at the Capitol, lawmakers grilled ERCOT and PUC officials on who pays for the state's data center surge, and Google confirmed a 933MW natural gas plant under construction in Armstrong County.
April 9, 2026
Nine Months to Shape the Rules Texas Is About to WriteERCOT's interconnection queue has ballooned to 410 gigawatts of requested capacity by 2030, nearly five times the grid's all-time peak of 85.5 GW, forcing the grid operator and the Public Utility Commission to improvise new rules in real time.
April 7, 2026
Medina County Told Microsoft No. Here's the Playbook It Used.Gov. Abbott's press secretary stated facilities "are required to bring their own power and to disconnect if Texans don't have what they need," and regulators require large data centers to register with ERCOT and the PUC, provide backup power, and help fund grid upgrades.
April 6, 2026
When Military Strikes Take Down Cloud Regions, Location Becomes StrategyRisk: voluntary pledges won't hold if wholesale prices spike 50%. The PUC of Texas and ERCOT face mounting pressure to condition future approvals on enforceable power commitments.
April 4, 2026
Developers Who Own Their Power Are Writing the New Site Selection RulesThe Crusoe-Google Goodnight campus in the Panhandle is the first operational test case under PUCT's new co-location net metering rules, and the outcome will set the baseline for every behind-the-meter deal that follows.
April 2, 2026
West Texas Becomes the AI Corridor While the Rest of America WaitsGas solves the speed problem, but developers face carbon-footprint scrutiny and potential regulatory tightening. West Virginia's permissive model will attract imitators; whether ERCOT's framework stays competitive depends on how the PUCT implements its new large-load rules.
March 31, 2026
Texas's $25M Queue Fee Separates Serious Developers From Everyone ElseThe Public Utility Commission of Texas is implementing five parallel rulemakings under SB6, with proposed interconnection standards demanding $50,000-per-megawatt deposits and 80% forfeiture penalties for withdrawal, costs that Monarch Energy calculates could mean $25 million upfront for a single 500 MW project just to discover grid feasibility.
March 27, 2026
El Paso Gets a Gigawatt, and One Congresswoman Has Questions About the Gasthe PUC of Texas filing stipulates the gas plant serves only Meta for its first five years, a structure that insulates ratepayers but invites scrutiny on the renewable transition path.
March 25, 2026
Grimes County Has No Land-Use Plan. That's Every Developer's Problem Now.Watch for the site announcement and any engagement with the Public Utility Commission of Texas.
March 18, 2026
50 GW of AI Capacity Is About to Face Generator-Level OversightKerwin called for mandatory public notice through TCEQ and PUC, plus an executive working group on water standards and ERCOT interconnection impacts.
March 14, 2026
Texas Captures 30% of AI Power Demand Before the Rules Are WrittenThat question will land at the PUCT before long.
March 13, 2026
Virginia's Tax Crack-Up Hands Texas a $73 Billion Recruiting PitchThe PUC's $13-14 billion Permian Basin Reliability Plan calls for 260 transmission lines by 2038, anchored by three 765 kV lines, the highest-capacity in the state.
March 12, 2026
Google's $12B Power Platform Hits the Queue It Was Built to SkipThe grid operator presented its batch study framework to the Public Utility Commission on February 20, replacing serial project reviews with simultaneous cluster evaluations across a six-year reliability window.
March 11, 2026
Texas Developers Need No Permission. Rural Counties Are Changing That.The resolution, sent to Governor Abbott, Lt. Gov. Patrick, the PUCT, ERCOT, and the Texas Water Development Board, follows a public hearing that drew roughly 90 residents and reflects a pattern now visible across Hood County, Somervell County, and Jack County simultaneously.
March 9, 2026
Texas's Next Gigawatt Cluster Depends on Fights No Developer ControlsThe PUCT plans to launch a survey this spring to collect actual datacenter water usage data, a move HARC's Margaret Cook called essential for informed planning.
March 6, 2026
Seven Signatures, One Fed Model, and 0.13 Points of InflationBottom line: treat the pledge as a political signal, not a binding framework, and watch for whether the PUCT moves to codify any of it.
March 3, 2026
Gigawatt Ambitions, County-Level Resistance: Who Blinks First?Watch whether ERCOT or the PUCT begins pricing the grid-planning externalities of wholesale off-grid disconnection.
February 18, 2026
Texas Attracts Megawatts Faster Than It Can Write the Rules to Manage Themwith the PUC and ERCOT still working through how the "kill switch" (remote disconnection of loads ≥75 MW during grid emergencies) and transmission cost-shifting will function in practice.
February 14, 2026
Texas Becomes the World's Gas-to-AI Factory FloorERCOT scrapped its two-phase Batch Zero approach after the PUCT directed a pivot at its February 9 open meeting.
February 13, 2026
Capital Keeps Pouring In. Communities Are Closing the Gate.The Houston Advanced Research Center (HARC) published a report estimating Texas data centers consumed roughly 25 billion gallons of water in 2025, a figure that could balloon to as high as 161 billion gallons annually by 2030, while the Public Utility Commission of Texas (PUC) agreed on Feb. 6 to distribute the state's first water-use survey for data centers and crypto mining facilities this spring.
February 10, 2026
Behind the Fence: Texas Gigawatts Stack Up Faster Than Rules Can FollowIt lands as ERCOT and the PUC are actively scrutinizing BTM arrangements over concerns that removing dispatchable gas capacity from the grid stack tightens reserve margins and shifts costs to ratepayers, making this deal a likely regulatory flashpoint.
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