Skip to main content
pallara

ERCOT 12CP (PUCT proposal) · estimate

DataBank, Red Oak, Texas

A 480 MW campus whose first 180 MW is leased. Every building not yet drawing is headroom a contracted-peak minimum would bill.

Added a year by the large-load minimum

$20,028,000

on 300 MW announced but not yet drawn, at $66.76/kW-yr

Billed on draw alone$12,016,800With the minimum$32,044,800

If nothing changes for 20 years, the minimum adds $400,560,000, nominal. As draw catches up, the gap closes.

Change these numbers

What the estimate uses

  • 480 MW treated as contracted peak: the campus's announced critical power.
  • 180 MW treated as normal draw at peak hours: the first three buildings, reported as already leased. They are leased, not yet drawing.
  • No curtailment. The rate is The 12CP calculator's ERCOT average. Utilities range about $40 to $76, not Oncor's own.

Sources

  • Tradeline, Aug 6, 2026: 480 MW of critical power; the first three facilities, 180 MW, are leased to an AI company.
  • Bisnow, Apr 21, 2026: the first buildings are each already leased.
  • Dallas Innovates, Sep 10, 2024: Phase 1 includes a 400 MW Oncor substation.

Figures as published on October 29, 2026. PUCT Project 58000 proposal for publication, adopted July 9, 2026; 16 TAC 25.192(b) as proposed.

What this is not

  1. Not a bill. Announced capacity is not a contract figure, and published operating MW is not metered peak-hour load.
  2. Whether the proposed minimum reaches loads already connected is not settled. If it does not, the added figure is zero for the connected part.
  3. Curtailing at peaks lowers the charge billed on draw, but not the part the minimum sets.

Run your actual contracted and drawn MW, year by year, in the estimator. Corrections to the public figures: contact.