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Visualizing the ERCOT interconnection queue. 1,880 active projects, ~415 GW in the pipeline - roughly 5x Texas peak demand. Fuzzy-matched queue entries to substations from their points-of-interconnection with fallback to county when necessary.

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Kyle Walker

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17,702 просмотров • 2 месяцев назад •via X (Twitter)

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Interconnection queue wait times probably have more to do with why we don’t have as much solar.
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Texas energy use is up 25% in 4 years. Load growth is not coming from people moving to Texas. It’s being driven by data centers, the electrification of industry, including oil and gas operations, and cryptocurrency mining. Oncor's filings show it clearly: 🏠 Residential load is growing very slowly, ~1% per year, even with significant population growth. 🏭 Industrial load is exploding. The Far West zone has tripled in the last 8 years. That's not a projection; it’s history through 2024. Looking forward, the interconnection queue is eye-popping: ⚡ The amount of big projects (data centers, Bitcoin mines, factories) wanting to connect to ERCOT is now 188 GW, more than double Texas’ all-time peak of ~85 GW. ⚡ So far, ERCOT has tracked ~7 GW of large loads operating and has another ~13 GW in advanced stages of study and/or interconnection. So yes, growth is dramatic, but much of what is in the queue won't get built. The takeaway: Texas’ load growth is being driven by large industrials and new digital infrastructure, not households. If large loads can be flexible and scale back, switch to batteries, and/or produce power during a small number of scarcity periods, there's lots of available power 98-99% of the hours of the year. We can have a lot more terawatt-hours of consumption while increasing grid reliability and lowering per unit costs – if we get the right regulatory and market structures in place. 🎧 Much more here: #TexasEnergy #txenergy #ERCOT #LoadGrowth #DataCenters #GridReliability #EnergyTransition
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