Texas — ERCOT (Dallas · Houston · Permian)

Large-load requests keep exploding — ERCOT's queue passed ~438 GW of proposed large load by mid-2026 (nearly 90% data centers), roughly double the ~233 GW of a year earlier. Yet only ~9,062 MW received Approval to Energize in the prior 12 months and ERCOT observed just ~3,900 MW of actual large-load peak in May 2026 (ERCOT Large Load Update / LLWG) — a request-to-energized ratio now on the order of 100-to-1. New batch-connection rules (PGRR145 / NPRR1325 and the PUCT-approved "Batch Zero" framework, June 18, 2026 — with interconnecting TSP submissions to ERCOT due July 24, 2026) aim to discipline the queue, but ERCOT's connect-and-manage model still energizes faster than anywhere else.