ISO / RTO · MODELED TAPE
PJMDEM98.4GWFCST104.2GW+5.8LMP$49.36CONG$11.6●RES15.8%●TX8●MIXSrc: · · Upd Oct 10, 2026MISODEM76.5GWFCST84.9GW+8.4LMP$39.82CONG$18.7●RES17.4%●TX10●MIXSrc: · · Upd Oct 10, 2026ERCOTDEM58.9GWFCST66.1GW+7.2LMP$41.20CONG$9.8●RES7.6%●TX12●MIXSrc: · · Upd Oct 10, 2026SPPDEM31.7GWFCST36.2GW+4.5LMP$33.15CONG$6.4●RES21.6%●TX5●MIXSrc: · · Upd Oct 10, 2026CAISODEM27.2GWFCST33.5GW+6.3LMP$63.20CONG$13.9●RES11.4%●TX7●MIXSrc: · · Upd Oct 10, 2026NYISODEM16.1GWFCST19.0GW+2.9LMP$68.40CONG$10.3●RES14.1%●TX4●MIXSrc: · · Upd Oct 10, 2026ISO-NEDEM12.8GWFCST15.4GW+2.6LMP$57.10CONG$7.9●RES17.2%●TX3●MIXSrc: · · Upd Oct 10, 2026PJMDEM98.4GWFCST104.2GW+5.8LMP$49.36CONG$11.6●RES15.8%●TX8●MIXSrc: · · Upd Oct 10, 2026MISODEM76.5GWFCST84.9GW+8.4LMP$39.82CONG$18.7●RES17.4%●TX10●MIXSrc: · · Upd Oct 10, 2026ERCOTDEM58.9GWFCST66.1GW+7.2LMP$41.20CONG$9.8●RES7.6%●TX12●MIXSrc: · · Upd Oct 10, 2026SPPDEM31.7GWFCST36.2GW+4.5LMP$33.15CONG$6.4●RES21.6%●TX5●MIXSrc: · · Upd Oct 10, 2026CAISODEM27.2GWFCST33.5GW+6.3LMP$63.20CONG$13.9●RES11.4%●TX7●MIXSrc: · · Upd Oct 10, 2026NYISODEM16.1GWFCST19.0GW+2.9LMP$68.40CONG$10.3●RES14.1%●TX4●MIXSrc: · · Upd Oct 10, 2026ISO-NEDEM12.8GWFCST15.4GW+2.6LMP$57.10CONG$7.9●RES17.2%●TX3●MIXSrc: · · Upd Oct 10, 2026
SMStock & Milster

Field Note · 2026 · 9 MIN READ

Field Note: The Permian Transmission Decision

The PUCT-reviewed Permian Basin Reliability Plan is the largest single transmission decision in Texas history — and reshapes Permian electrification economics.

R. Stock

Managing Partner · Head of Infrastructure Intelligence

Previously: power & utilities advisory, top-three strategy consultancy

2026 · 9 min read

ERCOTPermianTransmissionOilfield

Context

Oilfield electrification, crypto, planned data center load, and industrial growth have made the Permian the most undersized transmission corridor in ERCOT.

The Permian Basin Reliability Plan under PUCT review proposes multi-billion-dollar reinforcement on a multi-year build cycle.

What it means for siters

Compatible workloads (flexible load, behind-the-fence generation, hybrid configurations) can move ahead of the build.

Inflexible large loads should plan timing against realistic in-service dates, not announcement dates.

Key Takeaways

  • 01The Permian transmission decision shapes the next decade of West Texas electrification.
  • 02Workload flexibility will determine which siters can move ahead of the build vs. with it.

Discuss the implications for your platform.