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claim seedling Tier 1 2026-08-01

ERCOT's own primary source states ~73% of its large-load queue is data centers — not the ~77% figure widely reproduced in trade press

The trade-press figure that entered this vault via Latitude Media — "about 77% of that load" is data centers (Catherine Boudreau, Dec 3, 2025) — does not match ERCOT's own board presentation for the same November 18, 2025 snapshot, which states "~73% are data centers." This is not a rounding difference; 73% and 77% are distinct reported figures for the same measurement. A separate trade outlet, Blockspace Media, independently reports "72.9%" for the same figure — consistent with ERCOT's ~73% and inconsistent with 77%, suggesting 73% is the number that actually traces to ERCOT.

One plausible, unconfirmed explanation: the same ERCOT slide deck separately states that of the 1,999 active generation interconnection requests (the supply-side queue, distinct from the large-load/demand queue), 77% are solar and energy storage resources — a different metric (generation-queue fuel mix, not large-load data-center share) that happens to share the number "77%." Whether Latitude Media's figure traces to a different, more recent ERCOT source not accessed here, or to a conflation of these two distinct ERCOT statistics, could not be determined from the sources gathered.

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
“...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