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TEXAS CAMPUS REPORTING
Reporting on Texas campus decisions
Latest reporting
- CIAC is cash you do not get back. Financial security returns on a 20-percent schedule. Model them as one line and campus liquidity breaks.
- Your campus is still provisionally classed. CapEx that assumes a final base or studied seat before verification cures is sequencing construction interest against a flip risk.
- Oct 12 is not another Batch Zero exhibit clock. It is the State and Community Impact RFI.
- The rule accepts three forms of interconnect security. The election is a liquidity, rating, and bank decision, not a checkbox.
- Every invoice in the draw can check out and the campus can still be a million dollars short of finishing the switchyard.
- Your capital release still treats "financial security posted" as one checkbox. The Verification RFI Exhibit List splits it across three submitters.
- A missed TWDB water survey is now criminal-offense and Chapter 11 risk. Oct 14 is the Governor's enforcement clock.
- Behind 265.5 MW of wind, Texas approved a ~525.5 MW campus. Curtailment is not capped by paired gen.
- Two gates, one calendar: TCEQ permit halt and ERCOT energization pause
- The cascade that breaks data center developers: Oracle, force majeure, and the Texas projects already in the same trap
Earlier reporting
- The fee everyone was budgeting for is gone. The money did not get cheaper.
- The filing that decides your project is one you are not allowed to submit
- Four instruments decide what a stalled phase 2 costs you, and you have signed all of them.
- Most campus budgets have two categories for shared works. The money is in the third.
- You cannot sell the capacity. You can sell the project that holds it.
- Your electrical position gets examined. The water contract and the development agreement get signed.
- You underwrote the tenant's credit and the tenant's power. You did not underwrite the tenant's lender.
- A water-use survey is now an ERCOT gating item
- The words tenant, lessee and occupant appear zero times in the rule that allocates your megawatts
CAPABILITIES
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CAMPUS CHALLENGES BY TOPIC
Start with what is blocking the campus
Power, capacity and energy
Water and regional services
Land, approvals and expansion
Funding, interfaces and delivery
INSIGHTS BY TOPIC
Texas campus decisions
Capacity & phasing
Power & energization
Water & entitlements
Land & connectivity
Districts & public infrastructure
Utility structures & partnerships
Capital & public infrastructure
- Annexation, ETJs and CCNs: who controls each campus dependency?
- When annexation reduces risk for a Texas data center campus
- Higher data center power tariffs: who pays for reserved capacity?
- Pay for the demand you create. Structure the capacity others can use.
- Finance the campus in layers. Make the obligations work together.
Tariffs & grid support
- A Texas data center campus can lose twice on the same megawatt.
- Higher data center power tariffs: who pays for reserved capacity?
- A campus can support the grid without promising to power the town.
- Texas data center electricity tariffs: service structures, flexibility and who pays.
- Flexibility belongs to the workload owner, not the campus brochure.