On August 8, 2024, Oncor, the Dallas-based electric utility, stated that almost three-fourths of new interconnection requests are from data centers. [1] Oncor has received 80GW worth of new service requests from large industrial and commercial customers, of which three-fourths, or 59GW, come from planned data centers. The Electric Reliability Council of Texas (ERCOT) projects that the load in the region could peak at 152 GW by 2030, and Oncor anticipates providing electricity to 40% of that future load.

In late July, a transmission plan released by ERCOT outlined billions in potential transmission projects to be built by 2038, with many falling within Oncor’s service region. Oncor has experienced a 13% jump in interconnection requests since Q2 of 2023, without about 25% coming from “large load customers,” according to CEO Allen Nye. Oncor will need a few months to process the new requests before it can draft a plan to serve the new load.

[1] https://investor.sempra.com/static-files/d4d3be75-4774-471f-8538-b21196541079