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 October 2026
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QUEUE

Grid StrategyERCOT / Texas

Grid Interconnection & Queue Strategy

A 463 GW generation queue, a 474 GW large-load queue paused by Governor Abbott's audit, and Batch Zero's first sort. Where the ERCOT interconnection bottleneck really sits.

474 GW large-load queue, frozen pending a state audit

October 2026  ·  ≈9 min read

765 kV

TransmissionERCOT / Texas

Transmission Engineering & Delivery

ERCOT enters the 765 kV era: the first ~794 miles of EHV line approved, a $33 billion statewide plan and record utility capex. The delivery talent it demands.

First 765 kV lines approved: ~794 miles in Aug-Sep 2026

October 2026  ·  ≈9 min read

P&C

Substations & P&CERCOT / Texas

Substations, Protection & Control

New 765 kV switchyards now approved, transformer lead times past three years, and a new IBR protection standard in force. The scarcest engineering discipline in the build.

GSU transformer lead times past 160 weeks

October 2026  ·  ≈9 min read

DEMAND

DemandERCOT / Texas

Large-Load & Data-Center Demand

A 474 GW queue, a 91 GW summer record, a forecast ERCOT calls too high, and a state audit that has frozen new data-center hook-ups until December.

474 GW requested; only ~3.7 GW running at peak

October 2026  ·  ≈9 min read

BESS

StorageERCOT / Texas

BESS & Battery Storage

Texas is the #2 US battery market (16.5 GW by mid-2026), but merchant revenue has collapsed over 80% since 2023, and batteries now suppress the scarcity prices that once paid them. Why value is moving to the operators.

ERCOT BESS fleet hit 16.5 GW by mid-2026; record 11,980 MW discharge on 22 Jul 2026

October 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.

474 GW ERCOT large-load queue, ~90% data centers

October 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 2026474 GWERCOT large-load queue~90% data centers; new hook-ups paused pending a state audit. Texas Tribune, August 2026160+ wkGSU transformer lead timeGenerator step-up units past 160 weeks by Q1 2026, up from ~143 in 2024. Wood Mackenzie via Reuters, July 202616.5 GWERCOT battery fleet28.8 GWh by end Q2 2026; record 11,980 MW discharge on 22 Jul 2026. Modo Energy / Grid Status, 2026
Methodology

How this intelligence is built