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ERCOT

In PWD coverage since August 24, 2026 · 16+ stories

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Utility Dive publishes sponsored report on hidden grid capacity and $100 billion savings claim

The piece, labeled a sponsorship, cites NERC's consumption projection and an estimate of more than $100 billion in decade-long savings that the passage attributes only to recent analysis.

digital · Oct 1Spanberger order bans data center NDAs

active · Sep 30AllianceBernstein readies a call-writing income ETF for November

the_wrap · Sep 23Texas turns public consent into a queue condition

energy · Sep 23Meta's seventh Apex PPA buys Texas grid access, not electrons

digital · Sep 23Abbott freezes Texas data center permits, making grid access a state grant

digital · Sep 21Texas cuts the cost of holding a power queue position

Deals & PE · Sep 19The week's largest AI number is a $35 billion loan

the_wrap · Sep 18Carbon and wind deals settled with the price column blank

energy · Sep 18Oracle's Texas wind book is a contract, not a construction program

energy · Sep 17Google's flexibility alliance is a tariff play, not a software launch

energy · Sep 15B2U's 10 MW template moves fast, but the tolling counterparty is missing

energy · Sep 11Winter reliability now rides on interregional transfers

energy · Sep 10Solar's growth lands in ERCOT and MISO; PJM's load goes to gas

sectors · Aug 24Texas audit turns ERCOT queue into a data center diligence item

digital · Aug 24ERCOT sets December deadline for data-center queue audit

ERCOT

Utility Dive publishes sponsored report on hidden grid capacity and $100 billion savings claim

The Morning Brief