Churchill Hughes Intelligence Hub
ERCOT Market Intelligence · 2026

The Texas power build-out, by the numbers

Compensation, hiring demand and infrastructure intelligence across the ERCOT transmission and power build-out, written for the leaders delivering it.


Updated July 2026
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765 kV

TransmissionERCOT / Texas

Transmission Engineering & Delivery

ERCOT enters the 765 kV era: a $33 billion statewide plan, record utility capex, and the largest project in ERCOT history. The delivery talent it demands.

$9.38B Eastern Backbone: largest project in ERCOT history

July 2026  ·  ≈9 min read

P&C

Substations & P&CERCOT / Texas

Substations, Protection & Control

Twelve new 765 kV substations, transformer lead times past two years, and a new IBR protection standard. The scarcest engineering discipline in the build.

Transformer lead times ~128 weeks and rising

July 2026  ·  ≈9 min read

DEMAND

DemandERCOT / Texas

Large-Load & Data-Center Demand

The headline ERCOT story: a large-load queue up four-to-seven-fold in two years, a forecast ERCOT calls too high, and the law that lets it curtail data centers.

438 GW requested by mid-2026, ~90% data centers

July 2026  ·  ≈9 min read

BESS

StorageERCOT / Texas

BESS & Battery Storage

Texas is the #2 US battery market and the fastest-growing, but merchant revenue has collapsed over 80% since 2023. Why value is moving to the operators.

ERCOT BESS fleet nearly doubled to 13.9 GW in 2025

July 2026  ·  ≈9 min read

TALENT

Talent & CompensationERCOT / Texas

The ERCOT Power Talent Market 2026

The flagship report: compensation benchmarks by role and seniority, hiring demand and the talent-supply squeeze across the Texas grid build-out.

450k-1.5M global power-engineer shortfall by 2030

July 2026  ·  ≈11 min read

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Market pulse

What the data says right now

$47.5BOncor 2026-2030 capital planUp $11.4B on the prior plan, with ~$6B for Permian Basin projects. Oncor 2025 results, February 2026233 GWERCOT large-load queueUp ~300% year on year, more than 70% of it data centers. Utility Dive, January 2026~128 wkPower transformer lead timeGenerator step-up units ~144 weeks; some orders now four years. Wood Mackenzie, 202513.9 GWERCOT battery fleetNearly doubled in 2025; Texas is the #2 US market and fastest-growing. Modo Energy, February 2026
Methodology

How this intelligence is built