🚨 Post-close Monday, ERCOT published its first detailed update on the Texas data-center audit and Batch Zero pause. The audit will begin shortly after Aug. 20 and take "several months," delaying Batch Zero classification and the planned September study start. But ERCOT is taking steps to preserve Q1/Q2 2027 energization dates for the most advanced projects --> Some encouraging details: >6 large loads targeting Q1 2027 energization and 17 targeting Q2 will remain in their quarterly stability assessments while the audit proceeds. ERCOT says this avoids "unnecessary delay" once they clear verification. >ERCOT is keeping the April 9, 2027 Batch Zero study deadline for now.» >ERCOT had planned to finalize its long-term load forecast using Batch Zero Base Load by mid-August. It will now wa
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