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energy-transition trade

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Argues the queue itself is the crisis: requests nearly quadrupled in a year, congesting planning; Batch Zero is the operator's triage attempt to separate real projects from options.

“ERCOT's large-load queue has nearly quadrupled in a single year.”

Frames the demand surge as a queue problem: large-load interconnection requests nearly quadrupled in a year, most from data centers, outrunning ERCOT's ability to plan transmission.

“ERCOT's large-load queue has nearly quadrupled in a single year.”