Large Load Interconnection Status Update

ERCOT just reported that their large load queue grew 170GW in one month. Not one year, one month. That puts the total queue at approximately 5X ERCOT’s current peak load. Consider how long that might take to absorb 3X or 4X of new load. I propose three growth rates for consideration: 4% growth a year because its a good year for U.S. economic growth, 5% because it’s a great year for economic growth, and 10% because despite being unheard of for economic growth some may think ERCOT could achieve that.

Time to Triple (3×)

- 4% → ~28.0 years

- 5% → ~22.5 years

- 10% → ~11.5 years

Time to Quadruple (4×)

- 4% → ~35.3 years

- 5% → ~28.4 years

- 10% → ~14.5 years

Bottom line: It can’t happen.

What’s the answer: Consumer Regulated Electricity (CRE). How is that possible? Because CRE takes advantage of the same technology that lifted billions from desperate poverty over the past couple of decades: free markets. If free markets can do that for desperate poverty, electricity in Texas should be relatively easy. Any questions?

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