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Working on 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.

Kyle Walker

19,065 subscribers

46,390 次观看 • 3 个月前 •via X (Twitter)

Anya Rossi• Live Now

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Interconnection queue wait times probably have more to do with why we don’t have as much solar.

Interconnection queue wait times probably have more to do with why we don’t have as much solar.

Quick Thoughts

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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

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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ERCOT President and CEO Pablo Vegas updated the Texas Senate Business and Commerce Committee on ERCOT's proposed Large Load Interconnection Batch Study Process, which aims to improve the process for interconnecting large loads like data centers, and strengthen overall grid reliability.

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Today, ERCOT President and CEO Pablo Vegas testified before the Texas House Committee on State Affairs about ERCOT's efforts to strengthen grid reliability while serving the state's significant residential, business, and industrial growth. His testimony focused on data centers and the proposed Large Load Interconnection Batch Study Process. View the presentation:

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Get your Travis entries in with the method: - Wait in queue with any other item (not the shoe). - Hit the back button once you pass queue. - Enter the draw and checkout.

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ERCOT is launching the Texas Advisory and Notification System (TXANS) to provide greater transparency on grid conditions. This new tool includes the ERCOT Weather Watch—an earlier notification of forecasted significant weather & high energy demand.

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