ERCOT Intelligence — Live Data

ERCOT Batch Zero:
The Transmission Reckoning

ERCOT reports ~474 GW of large-load requests (June 2026, about 90% data centers). Batch Zero (Sep 11 update) conditionally includes 191.8 GW (ERCOT's chart; its takeaway slide says 194.3 GW) and excludes 302.2 GW. DC Hub's infrastructure intelligence reveals which sites will survive the allocation — and which won't.

Published March 23, 2026 · Figures updated Oct 1, 2026 (ERCOT data as of Sep 11, 2026)

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The Problem

~474 GW asked. Batch Zero sorts it.

ERCOT's large-load queue is about 474 GW, roughly 90% data centers. As of Sep 11, 2026, Batch Zero conditionally includes 191.8 GW per ERCOT's chart (66.4 GW base plus 125.4 GW studied; ERCOT's takeaway slide says 194.3 GW, i.e. 127.9 GW studied, and DC Hub shows both) and excludes 302.2 GW. Energizing new data-center and crypto loads of 75 MW or more is paused until ERCOT's eligibility verification is complete; the reports are due Dec 10, 2026. Note: 191.8 GW included plus 302.2 GW excluded is not a breakdown of the ~474 GW large-load total; they are different ERCOT measures and DC Hub does not add them. Sources: ERCOT Batch Zero Update, Sep 11 2026; ERCOT Senate presentation, Jul 29 2026.

Large Load Queue vs. Batch Zero Outcome

GW, ERCOT figures (June 2026 total; Batch Zero as of Sep 11, 2026)

Batch Zero Categories

Base, studied and excluded GW as ERCOT reported Sep 11, 2026

⚡ DC Hub Insight

A 1 GW request in the DFW corridor may receive only a fraction initially. Full capacity depends on 345/765 kV transmission upgrades arriving 2030–2032. Developers who site where megawatts are already deliverable — South Texas, Texas Plains, West Texas — face dramatically less dilution risk. DC Hub's infrastructure data quantifies this across every layer: substations, transmission lines, generation, gas pipelines, and fiber.

Site Intelligence

Where the megawatts actually are

Geography is the new competitive moat. DC Hub's infrastructure data reveals which corridors offer real deliverable capacity versus queue congestion.

⚠ Congested

DFW / I-35 Corridor

North Texas (Oncor territory). Historically a heavy concentration of large-load requests in ERCOT.

Request Density

Highest

Transmission

Committed

Upgrades

2030–2032

Dilution Risk

Extreme

✓ Opportunity

South Texas & Texas Plains

AEP & CenterPoint territory. Abundant 345kV capacity, excess generation, less competing demand. Strong BTM generation potential via gas pipeline access.

Request Density

Lower

345kV Capacity

Abundant

Excess Generation

Available

Dilution Risk

Low

Timeline

Batch Zero Critical Path

ERCOT's first-ever batch allocation of transmission capacity to large loads. Every date a developer needs to know.

Mar 4, 2026

PGRR145 Published

Batch Zero Process for Large Load Interconnections formally proposed. Replaces sequential LLIS with coordinated, system-wide study.

May 1, 2026

Stability Assessment Deadline (Path 1)

Projects must be included in a Quarterly Stability Assessment or interim ride-through assessment to qualify.

May 2026

PRS / TAC / Board Votes

Critical governance votes. Approval authorizes Batch Zero implementation with target effective date of August 1.

Jul 15, 2026

Developer Information Deadline

Technical specs, site preparation attestations, and equipment procurement evidence due. Projects targeting Dec 2027 energization must demonstrate progress.

Aug 1, 2026

Batch Zero Effective Date

Full Batch Study rules and Batch Zero process take effect.

Sep 11, 2026

Batch Zero Update

66.4 GW base + 127.9 GW studied (ERCOT's chart says 125.4 GW) conditionally included; 302.2 GW excluded. Pause on new 75 MW+ data-center and crypto loads in effect as of Sep 11.

Dec 10, 2026

PUCT Verification Reports Due

ERCOT files the Batch Zero eligibility verification report; the Commission takes it up Dec 17.

Early 2027

Preliminary MW Allocations

Year-by-year reliably served MW issued (2028–2032). Capacity based on transmission security analysis at each POI.

Mar 2027

Commitment Deadline

30 days after results to commit or withdraw. Financial responsibility locked. Withdrawn capacity not reallocated within Batch Zero.

2028–2032

Phased Capacity Delivery

Years 1–5 limited by existing transmission. Year 6+ assumes upgrades from RTP/RPG. Partial allocations common in constrained corridors.

🚨 Key Deadlines for Developers

May 1, 2026Stability assessment inclusion (Path 1 eligibility)
Jul 15, 2026Full project information + attestations due to ERCOT
Dec 10, 2026PUCT verification reports due; pause on new 75 MW+ data-center and crypto loads until verification completes
Aug 2026ERCOT study validity review complete
Mar 2027Commit or withdraw — financial lock-in, no reallocation

Infrastructure Intelligence

What DC Hub tracks across ERCOT

Every data point on our Land & Power map is real, searchable, and continuously updated. No static images — live infrastructure intelligence.

⚡

79,755

Substations

HIFLD data with voltage class and location

🔌

56,108

Transmission Lines

EIA segments with voltage and owner data

🏭

13,446

Power Plants

EIA generators with fuel type and capacity

🛢️

50,554

Gas Pipeline Miles

EIA network for BTM generation analysis

🌐

1,069

Fiber Routes

13 carriers across 20 DC markets

DC Hub MCP — analyze_site

// "Analyze a 100MW data center site near Abilene, TX"

→ analyze_site(lat=32.45, lon=-99.73, state="TX", capacity_mw=100)

{

"overall_score": 78/100,

"power_infrastructure": 82 — 345kV subs within 15km, low congestion

"gas_pipeline_access": 85 — Multiple interstate pipelines, BTM viable

"fiber_connectivity": 62 — 3 carriers, growing market

"risk_resilience": 71 — Low flood risk, moderate wind

"market_conditions": 76 — $0.068/kWh industrial rate

"batch_zero_insight": "Low queue congestion in AEP territory.

Minimal dilution risk. Strong BTM generation potential."

}

ERCOT Batch Zero:The Transmission Reckoning