May 28, 2026
Subscribe for full access
Helios Hits 1.6 GW on CREZ Lines Built for Wind a Decade Ago
Texas operates under different institutions, with ERCOT and the Public Utility Commission of Texas as the primary actors, but the national direction is set.
May 16, 2026
Subscribe for full access
Beacon Point Sets the 1-GW Template While 300 GW Wait in Queue
Texas'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
Subscribe for full access
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
Subscribe for full access
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.
April 27, 2026
Subscribe for full access
Wisconsin Makes Hyperscalers Pay 100% of Their Own Generation Build
The 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
Subscribe for full access
PUCT Just Drew the Line on Which Grid Bypasses Count
The 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
Subscribe for full access
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 18, 2026
Subscribe for full access
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.