ERCOT / Batch Zero tabled May 13 / SB 6 / 410 GW queue

Two parallel Texas tracks. (1) Batch Zero (PGRR145 + NPRR1325) is ERCOT's proposed replacement for the existing one-at-a-time Large Load Interconnection Study (LLIS) process — instead of studying each new large-load request individually, Batch Zero would batch all pending requests in defined windows and study them collectively, producing tighter cost-allocation and a faster pathway for hyperscale interconnections. The standard governance ladder is PRS → ROS → TAC → ERCOT Board. PRS cleared May 6, ROS cleared May 7, and the original target was TAC May 13-15 with a Board vote at the June 2-3 board meeting. The Cliff repo commit message indicates TAC tabled the package on May 13. Tabling at TAC means stakeholders raised material concerns that the committee wasn't ready to resolve — the package will likely come back at the next TAC meeting cycle (mid-June), which compresses the timeline to the Board meeting. Verify the specific reason for tabling tomorrow via the ERCOT TAC meeting minutes or the M-A301326-XX market notices. (2) The 410 GW interconnection-request figure is the most extreme version of the 'interconnection queue dwarfs current demand' problem in any US ISO. PJM has roughly 250-300 GW of generation interconnection requests (different denominator) and MISO is roughly 200 GW — but ERCOT's 410 GW figure is large-LOAD requests, not generation, and the ratio to current peak demand (4.5-5x) is unprecedented. The implication is that even if ERCOT approves Batch Zero on the original timeline, the queue is so large that most of the 410 GW will not interconnect for 5+ years. SB 6 implementation across the five PUCT tracks is designed to triage the queue procedurally rather than physically expand the grid faster — the rules are about who pays for what and who waits longer, not about adding generation. For any Texas siting decision, the question 'when can this site actually energize' is now determined by Batch Zero timing first, SB 6 cost-allocation rules second, and physical generation/transmission additions third. Sources: Cliff repo commit b1d90b7 ('wiki-lint: TAC tabled PGRR145/NPRR1325 5/13'); ERCOT PGRR145 issue page; ERCOT NPRR1325 issue page; ERCOT Market Notice M-A301326-01 ('Stakeholder Comments on proposed Large Load...'); ZeroEmissionGrid 'ERCOT Batch Zero Workshop #7: PGRR145, BYOG, CLR Updates'; ZeroEmissionGrid 'ERCOT Large Load Batch Study Workshop #4: Key Takeaways'; EPE Consulting 'New Framework for Large Loads in ERCOT: Batch Zero PGRR145'; SK Energy 'ERCOT's Batch Study Process: What Large Load Developers Need to Know'; Perkins Coie 'SB 6 Implementation Shaping Data Center Future in Texas'; Mayer Brown 'Important Texas Regulatory Updates for Data Centers'; Greenberg Traurig 'Texas Senate Bill 6 Update'; Baker Botts 'Texas Senate Bill 6: Understanding the Impacts to Large Loads and Co-located Generation.'

Primary source · Cliff repo / ERCOT PGRR145 + NPRR1325 / ZeroEmissionGrid / EPE Consulting / SK Energy / Perkins Coie / Mayer Brown / Greenberg Traurig / Baker Botts ↗