Keel Infrastructure flags Texas data-center moratorium as sign of tighter scrutiny on AI power demand
KEEL•Texas moratorium seen as a turning point
Keel Infrastructure flagged Texas’ moratorium on new data-center approvals as a turning point for the AI infrastructure buildout.
Interconnection queue climbs above 474 GW
ERCOT’s interconnection queue rose above 474 GW, more than five times the state’s record peak demand.
Data centers represent roughly 90% of new power requests, raising execution risk for projects relying on near-term grid access.
State to audit electricity, water and project impacts
Texas will audit proposed projects’ electricity and water needs, on-site generation plans, public incentives, ownership and community impacts.
ERCOT paused its initial “Batch Zero” review pending the audit’s outcome, extending timelines for queued developments.
