Overview
- PUCT published the draft rule March 12, 2026, setting up a new ERCOT process for very large new or expanded loads at a single site of 75 megawatts or more and opening comments through April 17.
- The proposal requires an early “Intermediate Agreement” that proves site control and project readiness before studies start, and it directs utilities to coordinate with ERCOT to launch the study within 60 days.
- Upfront costs would rise sharply with study fees of at least $100,000 for 75–249 MW and $300,000 for 250 MW or more, plus a $50,000‑per‑MW security at the readiness stage and a non‑refundable $50,000‑per‑MW interconnection fee after studies.
- After ERCOT completes studies, a customer would have 30 days to sign the interconnection agreement and pay 100% of direct interconnection costs through non‑refundable contributions, with most posted security forfeited if the project is delayed, downsized, or withdrawn and any remaining balance fully refundable only after five years of sustained operation at the contracted demand.
- The rule also adds transparency requirements, including disclosure of “substantially similar” requests in other locations and on‑site backup generation, and analysts say the early site control and large deposits could complicate companies’ ability to claim that state or local incentives are needed, with Texas’s approach likely to inform other states facing rapid large‑load growth.