ERCOT is overhauling how it processes and approves large load interconnections. Here are the changes that are under consideration.
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Welcome back to The Blockspace Podcast! Today, Tom Kleckner, a veteran energy correspondent at RTO Insider, joins us to talk about how ERCOT is overhauling the Texas grid to handle the unprecedented AI boom. We dive into the massive 233GW interconnection queue, the impact of Senate Bill 6 on transmission costs, and new reliability measures like DRRS. Tom breaks down the "batch process" for large loads and whether Bitcoin miners or AI data centers are better at balancing the grid. We also touch on the future of Texas energy, from gas plants to small modular nuclear reactors.
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Notes:
* 70% demand jump to 145GW by 2031.
* Interconnection queue reached 233GW.
* SB6 shifts transmission costs to large loads.
* Large loads defined as 75MW or greater.
* Texas Energy Fund has $10 billion available.
* 73% of queue requests from data centers.
Timestamps:
00:00 Start
01:51 Interconnection queue changes
06:46 Kill switch
08:50 Batch system
11:22 What's DRRS?
13:39 Is DRRS an ancillary service?
16:13 Storage (battery)
18:22 4CP
22:00 Rate of change
24:18 Current state of changes
26:24 Timeline
27:33 Baseload & ghost loads
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