ERCOT's 454 GW Generation Queue Now 40% of All US Queued Generation—Queue Depth Adds 24-36 Months to Energization Timeline

## ERCOT Queue Share Signals Grid-Wide Constraint

ERCOT's generation interconnection queue holds 454 GW of requested generation, representing 40% of all US queued generation as of June 2026. Queue depth at this scale translates directly to energization delays: new large loads entering this grid today face 24–36 month waits for power, regardless of local excess scores.

## What It Means for Site Selection

Midland–Odessa posts an 86.4/100 DCPI Excess Power score this week, signaling available capacity at the substation level. But queue depth is a grid-level constraint—it affects every ERCOT interconnection request, even in markets with strong local scores. Developers pricing Texas sites must add 2–3 years of capital carry and delayed revenue to the pro forma, or secure firm capacity commitments outside the standard queue.

## The Capital-Timing Trade

ERCOT's share of US queued generation has climbed from 35% in 2025 to 40% today. That trajectory suggests the queue will deepen further before transmission upgrades and generator retirements clear backlog. For hyperscale builds targeting 2027–2028 energization, the trade is now between ERCOT's low power costs (with a long wait) and PJM or MISO markets with tighter capacity but shorter queue times. The lowest levelized cost may not be in the lowest $/MWh grid.

**Source:** ERCOT Large Load Working Group Report, June 19, 2026 (https://www.ercot.com/files/docs/2026/06/18/June-19-LLWG-Report.pptx). DC Hub tracks live interconnection queues, DCPI scores, and facility data across 300+ markets, updated daily. dchub.cloud