white paper

AI Meets the Grid: Interconnection Queue Analysis in PJM and ERCOT

Data centers requiring over 10 GW of power were announced in PJM and ERCOT in just six months. Getting that power online means navigating backlogged and slow interconnection queues. This analysis maps what is in the queue across both markets, which technologies are moving and which are stalled, and what the latest policy shifts mean for achieving speed to power.

Key takeaways:

  • More than 300 GW of generation and storage across roughly 1,500 projects are waiting in the PJM and ERCOT queues, enough capacity on paper to meet projected data center demand through 2030.

  • But, active projects in data center load growth zones across both markets are waiting 3 to 4 years in the interconnection queue.

  • Renewables and storage make up 77% of PJM's active queue and 87% of ERCOT's, while natural gas projects move through the queue significantly faster.

  • After the One Big Beautiful Bill Act, monthly gas entries to ERCOT's queue increased 150%, while renewable withdrawals followed in both markets.

Published: May 2026

white paper

AI Meets the Grid: Interconnection Queue Analysis in PJM and ERCOT

Data centers requiring over 10 GW of power were announced in PJM and ERCOT in just six months. Getting that power online means navigating backlogged and slow interconnection queues. This analysis maps what is in the queue across both markets, which technologies are moving and which are stalled, and what the latest policy shifts mean for achieving speed to power.

Key takeaways:

  • More than 300 GW of generation and storage across roughly 1,500 projects are waiting in the PJM and ERCOT queues, enough capacity on paper to meet projected data center demand through 2030.

  • But, active projects in data center load growth zones across both markets are waiting 3 to 4 years in the interconnection queue.

  • Renewables and storage make up 77% of PJM's active queue and 87% of ERCOT's, while natural gas projects move through the queue significantly faster.

  • After the One Big Beautiful Bill Act, monthly gas entries to ERCOT's queue increased 150%, while renewable withdrawals followed in both markets.

Published: May 2026

white paper

AI Meets the Grid: Interconnection Queue Analysis in PJM and ERCOT

Data centers requiring over 10 GW of power were announced in PJM and ERCOT in just six months. Getting that power online means navigating backlogged and slow interconnection queues. This analysis maps what is in the queue across both markets, which technologies are moving and which are stalled, and what the latest policy shifts mean for achieving speed to power.

Key takeaways:

  • More than 300 GW of generation and storage across roughly 1,500 projects are waiting in the PJM and ERCOT queues, enough capacity on paper to meet projected data center demand through 2030.

  • But, active projects in data center load growth zones across both markets are waiting 3 to 4 years in the interconnection queue.

  • Renewables and storage make up 77% of PJM's active queue and 87% of ERCOT's, while natural gas projects move through the queue significantly faster.

  • After the One Big Beautiful Bill Act, monthly gas entries to ERCOT's queue increased 150%, while renewable withdrawals followed in both markets.

Published: May 2026