Plain-English rollup of what didn't change over the July 4 weekend and what's coming next week. **ERCOT Batch Zero Form W Part A — T-6 to Thursday July 10.** No change since Thursday. The Interconnecting Large Load Entity (data center operator) must complete, sign, and notarize Form W Part A and submit it to the serving Transmission Service Provider or Distribution Service Provider by end-of-day Thursday July 10. The TSP/DSP then has until Thursday July 24 (T+20) to submit the completed form plus supporting modeling data to ERCOT. Miss July 10 and the load drops back into the standard interconnection queue, which now holds >438,000 MW of proposed demand (89% data centers per ERCOT's June 18 trending topic PDF). Form W is officially posted on ERCOT's Large Load Integration page. Any Texas developer who hasn't started Part A by Monday morning is at material risk of missing the deadline given the notarization and TSP/DSP coordination requirements. **PJM 2028/29 capacity auction — T+3 Monday July 7 bidding closes, T+11 Tuesday July 14 results after 4 PM ET.** Bidding window is now in its final 72 hours (opened Monday June 30, closes end-of-day Tuesday July 7). Price band remains $175/MW-day floor and approximately $325/MW-day cap (specifically the FERC-approved cap of $329.17/MW-day from prior cycles). Price band was pre-negotiated jointly by all 13 PJM state governors before bidding opened — first-of-kind. Results reported Tuesday July 14 after 4 PM Eastern. For context, the 2024/25 auction cleared at $28.92/MW-day and the 2025/26 cleared at $269.92/MW-day; the 2028/29 outcome inside the $175-$325 band is bounded but the specific clearing price signals capacity-market cost pressure through mid-2029. **Lakeland FL data center moratorium — T+3 Monday July 6 first reading, T+16 Sunday July 20 final vote.** No change since Thursday's tracker. Lakeland City Commission holds first reading Monday July 6 at 9 AM at 228 S. Massachusetts Avenue on a proposed 12-month moratorium covering any data center or 'large load electric customer' using >50 MW/month. Ordinance covers acceptance, processing, review, and approval of applications for Development Permits, Development Orders, and other City approvals. Final vote scheduled Sunday July 20. This is the first Florida city-level moratorium action after FL SB 484 took effect July 1. Zephyrhills FL passed a 1-year moratorium June 24 as the neighbor precedent. **Prince George's County MD 2-year moratorium council vote — queued for next week.** County Council Chair Krystal Oriadha's proposed 2-year moratorium is scheduled for council vote next week (specific date not yet published on the council calendar as of Saturday morning). This would replace County Executive Aisha Braveboy's executive-order pause (extended through September 30) with a full 2-year statutory freeze. If passed, Prince George's becomes the third Maryland county with a 12+ month moratorium (Washington County effective July 1 at 12-month; Montgomery County executive order March 2026; Prince George's replacing EO with statute next week). **Maryland FERC ratepayer-cost-allocation complaint — T+23 Sunday July 27 comment deadline.** FERC extended the comment deadline on the 80-Maryland-lawmaker complaint against PJM's transmission cost allocation to July 27. Comments filed by that date become part of the docket for FERC's substantive review. If FERC grants the Maryland complaint, that becomes a PJM-wide precedent affecting Ohio, Illinois, Pennsylvania, and every other PJM state. **New York A11560 — still not formally delivered to Hochul.** As of Saturday morning, the passed Responsible Data Center Development Act (S10642 / A11560) has not been formally delivered to the governor's desk. Under NY constitution, the 10-day gubernatorial clock does not start until delivery. Once delivered, Hochul has 10 days to sign, veto, or allow passive enactment. Given her public equivocation ('review it in context...status quo can't continue'), passive enactment via non-action remains a plausible landing spot. Watch the delivery date; it starts the clock. What all six deadlines have in common. Each is a discrete window where a specific state / municipal / RTO decision closes and a downstream signal becomes public. Each represents a natural moment where Cliff can produce a deadline-anchored deliverable to a specific developer segment. Together, they span July 6 through July 27 — a 22-day arc, high-density regulatory calendar, first summer weekend of it.
Why it matters
Three implications. (1) The six-deadline calendar is the highest-density regulatory arc Cliff has seen this year. Every deadline lands a concrete signal that can be modeled, quantified, and productized. Form W submissions become an ERCOT-visible dataset by Thursday. PJM's clearing price becomes public Tuesday Jul 14. Lakeland's first-reading vote becomes public Monday. Each is a natural moment to publish a specific-and-timely analysis piece. Cliff should draft a batch of six analysis pieces this weekend, one per deadline, and publish each within 24 hours of the corresponding event. (2) The three-track segmentation (developer, local politics, ratepayer-cost) is a genuinely useful product frame. Prior conversations with hyperscalers have blurred these tracks together ('there's regulatory risk in your target state'); separating them gives specific-and-actionable guidance to specific-and-relevant stakeholders in the customer's org. The developer track is for the site-selection team, the local-politics track is for the government-affairs team, the ratepayer-cost track is for the regulatory-affairs / finance team. Cliff should structure its outbound emails accordingly. (3) The PJM 2028/29 clearing price on Tuesday July 14 is the single most-consequential number arriving next week. If clearing is at or near the $325 cap, that validates the 13-governor pre-negotiation model and cements the political floor under future auctions. If clearing is meaningfully below (say $220-$260), that suggests supply-side response is holding and the 13-governor model is over-designed. Either outcome is meaningful for hyperscaler 2028+ capacity cost modeling; Cliff should publish an analysis piece the afternoon of Jul 14 immediately after results drop.
Tags
Related filings
T-7 ERCOT ILLE Form W Jul 10 / T-21 Form W step 2 Jul 24 / PJM 2028-29 auction closes Jul 7 / results Jul 14 / price band $175-325 MW-day / 13-state governor pre-negotiated band / MD FERC ratepayer complaint comment deadline Jul 27 extended / NY A11560 not delivered to Hochul / 10-day clock not started / passive enactment plausible / 4 deadline-anchored windows next 24 days
Plain-English background on why the four operational-track deadlines all matter this month. Each of these deadlines drives a specific action by developers, hyperscalers, or state parties, and each represents a concrete moment where Cliff can produce a...
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