📈 ERCOT Grid & Demand Outlook (Update)
- ERCOT’s September 2025 outlook shows a 0.30% chance of emergency outages, with 7–9 p.m. the riskiest hours, while battery storage has grown to about 14,137 MW.
🛠️ Status of PUCT / SB 6 Rulemaking & Related Policy
- SB 6 is now in effect and implementation is underway.
- PUCT must begin reviewing the 4CP transmission cost method by September 18, 2025.
- Developers of large loads over 75 MW face new requirements including site control, financial assurance, backup generation disclosure, and study fees.
⚙️ Other Observations & Trends
- Engie and Pexapark launched an RFP for hundreds of MW in ERCOT and PJM, showing continued appetite despite regulatory shifts.
- ERCOT proposed a new Large Load Interconnection Report to track pending projects, helping identify grid bottlenecks.
💡 What Users / Commercial & Industrial Should Watch / Do
- If you are or plan to be a large-load user, track the SB 6 required rules especially around interconnection, cost share, backup power, and potential curtailment.
- Expect more scrutiny of site control & financial commitment; get those lined up early to avoid delays.
- Keep an eye on the 4CP methodology evaluation—this could shift transmission cost burdens.
- Use the growing battery storage and demand-side options strategically—during peak evening hours, batteries or load-shifting could mitigate risk (both cost and reliability).
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