NRG · 10-Q · 2026Q3 · Full report

Texas Large Load Regulation

NRG ENERGY, INC. · 2026-11-09 · Importance 40 · Surprise 42

Texas SB 6, signed June 20, 2025, establishes requirements concerning ERCOT planning and service for large loads of at least 75 MW, including interconnection, curtailment, co-location, forecasting, and transmission cost allocation. The PUCT adopted final rules on forecasting, co-location, and interconnection; on September 18, 2026, it adopted large-load interconnection standards that require financial security. The PUCT approved ERCOT revisions to its interconnection study process on June 18, 2026, while cost-allocation, rate-design, and curtailment rulemaking remained in progress. On August 3, 2026, the Texas governor directed verification and audits of data centers in the interconnection process, with ERCOT planning to file reports on batch-zero eligibility and community impacts in December 2026.

Key facts

• ERCOT planned to file its batch-zero data-center eligibility verification and community-impact reports with the PUCT in December 2026. source
• On September 18, 2026, the PUCT adopted a final rule establishing ERCOT large-load interconnection standards, including required financial security postings. source
• The PUCT approved ERCOT’s revised large-load interconnection study process on June 18, 2026. source
• Texas SB 6 defines large loads as 75 MW and above and addresses ERCOT planning and service for large loads, including forecasting, interconnection, curtailment, co-location review, and transmission cost allocation and rate design. source
• As of the filing, the PUCT had adopted final rules on load forecasting accuracy, co-location, and large-load interconnection standards, while cost allocation, rate design, and curtailment rulemaking remained in progress. source