CALGARY, Alberta (June 16, 2026) — Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the leading energy data analytics platform, has published a new report on load growth in Texas, ERCOT Large Load | Batch Zero Readiness.
The report assesses ERCOT’s Batch Zero qualification as a stringent, project-level readiness filter tied to near-term deadlines, including July 10 for legacy Large Load Interconnection Study (LLIS) approvals and July 15 for financial-security posting and project information submission.
Using a proprietary 197-project universe and 12-signal readiness matrix, EIR estimates 55 large-load projects totaling 21.7 GW will be included in Batch Zero. EIR also screens 62 projects (37 GW) into Batch 1+. In addition, the report identifies a cohort of 23 projects (~12 GW) that have bypassed the queue via behind-the-meter (BTM) generation.
EIR highlights that qualification incentives and hurdles are shaped in part by the $50,000/MW security requirement described in the report.
“Batch Zero is effectively a readiness gate with firm near-term deadlines and a meaningful financial-security requirement,” said Juan Arteaga, PhD, report author and principal analyst at EIR. “Our screening suggests a concentrated set of projects is positioned to qualify, but developers still face practical execution considerations, including the need to post security and submit required project information on time, alongside site-specific constraints that can affect energization timelines.”
Key takeaways:
- EIR expects 55 projects (21.7 GW) to clear Batch Zero qualification; 62 projects (37 GW) screen into Batch 1+.
- Timing milestones cited in the report include July 10 (legacy LLIS approvals) and July 15 (project information submission and financial security posting).
- The report segments the large-load universe into categories including Base Load (57 operating projects, ~17 GW), Study Load applicants (62 projects, ~28 GW), and a set of projects that lack a signed IA and are likely deferred to a future batch.
- It also identifies 23 projects (~12 GW) pursuing BTM generation as a structural alternative to interconnection constraints.
EIR’s analysis pulls from a variety of products including Enverus ONE.
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About Enverus Intelligence® Research
Enverus Intelligence ® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations and macro-economic forecasts; and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. Enverus is the most trusted, energy-dedicated SaaS company, with a platform built to create value from generative AI, offering real-time access to analytics, insights and benchmark cost and revenue data sourced from our partnerships to 95% of U.S. energy producers, and more than 40,000 suppliers. Learn more at Enverus.com.
