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ERCOT large-load queue surges by more than 200GW since 2024

Bloomberg +1 ·

  1. 1ERCOT's large-load interconnection queue has grown by more than 200GW since 2024, driven by data centers, manufacturing, and crypto mining
  2. 22030 load is projected at 208GW per transmission operator reports and 138GW under ERCOT's adjustment, while Ascend estimates 120GW at a 55.4% success rate
  3. 3Ascend identifies generation availability as the primary constraint and projects reserve margins to tighten from 2026 onward

Source Bloomberg +1 · View original ↗

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