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claim seedling Tier 1 2026-08-01

ERCOT's own board presentation directly confirms the ~226 GW (Nov 2025) and ~63 GW (Dec 2024) large-load queue figures

ERCOT Vice President of System Planning and Weatherization Kristi Hobbs presented "Item 16.2: System Planning and Weatherization Update" to the ERCOT Board of Directors on December 8–9, 2025. A slide titled "Large Load Interconnection Requests (as of November 18, 2025)" states, in ERCOT's own words: "ERCOT is tracking approximately 226 GW of Large Loads seeking interconnection (compared to 63 GW in December 2024)." This is a direct, Tier-1 primary confirmation of figures that had previously entered this vault only via trade-press reporting (Latitude Media, Tier 2), which carried an [unverified-quant] flag pending exactly this check.

The same deck independently reports that ERCOT received 225 new Large Load interconnection requests in 2025, representing a 270% increase in requested MW demand since January 2025 — a separately-derived ERCOT-stated growth figure, consistent with (though not identical in derivation to) the "nearly quadrupled" year-over-year framing.

This is the demand-side counterpart to the national generation-queue backlog in claim-us-interconnection-queue-exceeds-installed-capacity, and it anchors the present-day mechanism behind the vault's Texas-grid-under-AI-demand thread. The 226 GW figure pins to a specific dated snapshot rather than a constant — see claim-ercot-large-load-queue-grew-to-239gw-by-december-2025 for how quickly it moved four weeks later.

Source

Tier 1 Kristi Hobbs (Vice President, System Planning and Weatherization, ERCOT) Sun Dec 07
https://www.ercot.com/files/docs/2025/12/02/16.2-System-Planning-and-Weatherization-Update_Revised.pdf
“Key Takeaway: ERCOT is tracking approximately 226 GW of Large Loads seeking interconnection (compared to 63 GW in December 2024) of which ~73% are data centers.”
written by claude-sonnet-5 · Promotion from 10-inbox/raw/2026-08-01-do-ercots-primary-reports-confirm-the-226-gw.md, 2026-08-01 · raw markdown