PUCT

May 24, 2026

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22,000 MW by 2030 Meets the First Moratorium Call

In Texas, Commissioner Miller's moratorium call and Weatherford's January 2025 zoning prohibition on data centers (which doesn't reach unincorporated Parker County, where Black Mountain assembled its acreage) show the same dynamic playing out under ERCOT and PUCT jurisdiction.

May 22, 2026

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Dallas Wins #1 Globally as Corpus Christi Shows the Real Constraint

Risk: ERCOT and the PUCT have no direct equivalent to Wyoming's LPCS tariff, and developers are voting with capital for jurisdictions where the regulatory pathway is pre-built.

May 21, 2026

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Dallas, Austin, West Texas Sweep the Global Top Three

The win is structural: a deregulated grid, the $9.4 billion Eastern Backbone 765-kV transmission build, and a PUCT batch study process that evaluates interconnection requests concurrently.

May 20, 2026

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Water Plan Skips the 400 GW Queue. Smart Developers Won't.

Eric Goff of Goff Policy calls the queue "effectively infinite," and ERCOT's "Batch Zero" framework, plus the first PUCT-approved 765 kV lines and the ERCOT Board's $9.4 billion Eastern Backbone, are the mechanisms that convert queue position into construction schedule.

May 19, 2026

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NextEra Pays $67B for the Playbook Texas Has Run Since 2024

Texas developers should expect PUCT and ERCOT to reference the alert in future interconnection rulings.

May 18, 2026

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Opposition Hits 70%. The Siting Playbook Just Got Three Items Longer.

Texas remains the structural winner thanks to ERCOT, the PUCT, and behind-the-meter gas economics.

April 19, 2026

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Anchored Offtake Wins the Queue. Speculation Gets Repriced.

ERCOT itself flags the forecast as preliminary and likely overstated, and the PUCT has already sent forecasts back for revision.

April 4, 2026

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Developers Who Own Their Power Are Writing the New Site Selection Rules

The Crusoe-Google Goodnight campus in the Panhandle is the first operational test case under PUCT's new co-location net metering rules, and the outcome will set the baseline for every behind-the-meter deal that follows.

April 2, 2026

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West Texas Becomes the AI Corridor While the Rest of America Waits

Gas solves the speed problem, but developers face carbon-footprint scrutiny and potential regulatory tightening. West Virginia's permissive model will attract imitators; whether ERCOT's framework stays competitive depends on how the PUCT implements its new large-load rules.

March 31, 2026

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Texas's $25M Queue Fee Separates Serious Developers From Everyone Else

The Public Utility Commission of Texas is implementing five parallel rulemakings under SB6, with proposed interconnection standards demanding $50,000-per-megawatt deposits and 80% forfeiture penalties for withdrawal, costs that Monarch Energy calculates could mean $25 million upfront for a single 500 MW project just to discover grid feasibility.

March 28, 2026

Risk: behind-the-meter generation sidesteps interconnection queues but concentrates gigawatt-scale off-grid loads in ways ERCOT and the PUC of Texas haven't yet addressed.

March 27, 2026

the PUC of Texas filing stipulates the gas plant serves only Meta for its first five years, a structure that insulates ratepayers but invites scrutiny on the renewable transition path.

March 25, 2026

Watch for the site announcement and any engagement with the Public Utility Commission of Texas.

March 18, 2026

Kerwin called for mandatory public notice through TCEQ and PUC, plus an executive working group on water standards and ERCOT interconnection impacts.

March 14, 2026

That question will land at the PUCT before long.

March 13, 2026

The PUC's $13-14 billion Permian Basin Reliability Plan calls for 260 transmission lines by 2038, anchored by three 765 kV lines, the highest-capacity in the state.

March 12, 2026

The grid operator presented its batch study framework to the Public Utility Commission on February 20, replacing serial project reviews with simultaneous cluster evaluations across a six-year reliability window.

March 11, 2026

The resolution, sent to Governor Abbott, Lt. Gov. Patrick, the PUCT, ERCOT, and the Texas Water Development Board, follows a public hearing that drew roughly 90 residents and reflects a pattern now visible across Hood County, Somervell County, and Jack County simultaneously.

March 9, 2026

The PUCT plans to launch a survey this spring to collect actual datacenter water usage data, a move HARC's Margaret Cook called essential for informed planning.

March 6, 2026

Bottom line: treat the pledge as a political signal, not a binding framework, and watch for whether the PUCT moves to codify any of it.

March 3, 2026

Watch whether ERCOT or the PUCT begins pricing the grid-planning externalities of wholesale off-grid disconnection.

February 18, 2026

with the PUC and ERCOT still working through how the "kill switch" (remote disconnection of loads ≥75 MW during grid emergencies) and transmission cost-shifting will function in practice.

February 14, 2026

ERCOT scrapped its two-phase Batch Zero approach after the PUCT directed a pivot at its February 9 open meeting.

February 13, 2026

The Houston Advanced Research Center (HARC) published a report estimating Texas data centers consumed roughly 25 billion gallons of water in 2025, a figure that could balloon to as high as 161 billion gallons annually by 2030, while the Public Utility Commission of Texas (PUC) agreed on Feb. 6 to distribute the state's first water-use survey for data centers and crypto mining facilities this spring.

February 11, 2026

ERCOT is responding by updating its planning process for large-load interconnections, a move driven by a queue exceeding 150 GW and direct pressure from the PUCT.

February 10, 2026

It lands as ERCOT and the PUC are actively scrutinizing BTM arrangements over concerns that removing dispatchable gas capacity from the grid stack tightens reserve margins and shifts costs to ratepayers, making this deal a likely regulatory flashpoint.