Big Changes Are Coming to the Texas Grid w/ Lee Bratcher

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10d ago 43:43

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Welcome back to The Mining Pod! Today, Lee Bratcher, President of the Texas Blockchain Council, joins us to talk about the newly signed Senate Bill 6 that completely overhauls interconnection and curtailment rules for large loads over 75MW on the Texas grid. We cover the four primary pillars of this legislation, why the 4CP program changes could be more consequential than other provisions, and how this affects Bitcoin miners versus AI data centers.

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**Notes:**

• ERCOT expects 150GW growth by 2030 vs 120GW realistic

• 4CP minimum transmission charge could add 1¢/kWh

• 25,000MW of solar now on Texas grid vs near zero 5 years ago

• Large loads over 75MW subject to remote disconnect

• Bitcoin miners typically curtail at $100/MWh range

• Phantom load applications clog interconnection queue

Timestamps:

00:00 Start

02:45 What is SB6?

03:54 Clarification

05:23 Behind the meter

06:49 Remote disconnect

09:09 Changes to 4CP program

14:28 Minimal transmission charge

18:32 NatGas behind the meter

20:05 Load redundancy

22:43 Phantom load

24:33 Loads covering infra cost

28:31 Rollout timeline

30:56 Voltage requirements

37:23 Is this a good bill?

40:56 Batteries

42:56 Wrap up

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