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Issue No. 007 Analysis September 7, 2026

The Grid Said Yes. The Air Permit Hasn't.

The largest request to clear ERCOT's queue this summer has a signed grid agreement and no air permit. The permit application is the older of the two filings.

Published to subscribers September 7, 2026. Figures are as of that date and are not restated here; current figures are on the homepage.

Nineteen ERCOT interconnection agreements were signed in the month to August 18. The largest is 1,274 MW of gas in Freestone County. It cleared the grid in 267 days. Its air permit has been pending since May 2025.

For a Texas gas plant, the interconnection queue is no longer the hard gate. It is the gate that clears first. Jewett Energy Center 1 Gas holds a signed grid agreement and no air permit, and the permit is the older filing by five months.

ERCOT published its August GIS Report on September 1 at 2:38 p.m. Central: nineteen requests, 4,788.91 MW, thirteen counties, signed between July 15 and August 18. Ten storage, six solar, three gas. Eight are four co-located solar-and-storage pairs. ERCOT announced none of it; the spreadsheet is the news.

"Completed," briefly. ERCOT's status for a request whose study process has finished and whose interconnection agreement is executed. It says nothing about construction: all nineteen have a blank actual completion date, and Jewett's proposed date is November 1, 2029.

SEQUENCING — Nineteen agreements signed in the month to 18 August. Every ERCOT interconnection agreement signed 2026-07-15 to 2026-08-18, ranked by capacity requested. 4,788.91 MW across 13 Texas counties. Jewett is the largest — and, at 267 days, the fastest. Jewett Energy Center 1 Gas, Freestone, 1,274.00 MW, signed 2026-07-15, 267 days in queue; EmberGreen, Wharton, 1,036.00 MW, 2026-08-04, 782d; Spurland Solar I, Dickens, 302.10 MW, 2026-08-06, 274d; San Gabriel Solar, Milam, 255.00 MW, 2026-08-06, 555d; Spurland Solar II, Dickens, 201.60 MW, 2026-08-06, 274d; Desert Palm BESS, Dimmit, 201.30 MW, 2026-07-24, 707d; Jasper BESS, Midland, 201.13 MW, 2026-07-27, 1,405d; Blue Heron BESS, Reeves, 201.13 MW, 2026-07-27, 1,372d; Dionysus Solar, Houston, 153.26 MW, 2026-07-31, 1,129d; Iron Cowboy Solar, San Patricio, 144.59 MW, 2026-08-10, 431d; Pham BESS, Anderson, 132.98 MW, 2026-07-31, 778d; San Gabriel Storage, Milam, 127.50 MW, 2026-08-06, 555d; Riverwalk BESS, Bexar, 120.00 MW, 2026-08-18, 1,492d; Crocus Solar, Stephens, 102.00 MW, 2026-08-04, 553d; Rose Quartz BESS, Dimmit, 101.41 MW, 2026-07-28, 1,425d; Dionysus Storage, Houston, 77.28 MW, 2026-07-31, 1,129d; Iron Cowboy Storage, San Patricio, 63.27 MW, 2026-08-10, 431d; Crocus Storage, Stephens, 51.00 MW, 2026-08-04, 553d; Graphic Packaging Gas, McLennan, 43.36 MW, 2026-07-30, 931d. “Agreement signed” is not “built.” ERCOT's Completed status means the study process is finished and the interconnection agreement is executed. All nineteen of these requests have a blank Actual Completion Date, and Jewett's own proposed completion date is 2029-11-01. None of them is generating. Source: ERCOT GIS Report, August 2026 edition (DocID 1269363208, published 2026-09-01).

The list ranks by capacity; at the top only, it also ranks by speed.

The 267 days

Jewett entered the queue on October 21, 2025 and signed on July 15, 2026. Across the 551 finished requests signed after queueing, the median is 685 days; eight percent beat Jewett's 267. That median covers requests that already finished; it forecasts nothing now waiting.

The Interconnecting Entity on the ERCOT filing is Jewett Energy Center LLC; no parent is named.

PROJECT SPOTLIGHT — Jewett Energy Center 1 Gas. ERCOT Queue ID 29INR0150, Freestone County, Texas, Grid Alpha ID 45569; every field we hold, as of 2026-09-03. Identity and sponsorship: Interconnecting Entity, Jewett Energy Center LLC; Parent / affiliate, NULL in the ERCOT filing — no parent is named in the interconnection filing, a TCEQ air-permit applicant name suggests one and we have not verified it; EPC contractor, NULL; OEM supplier, NULL. Location: Freestone, TX; ERCOT / NORTH; FM 39, 8.5 mi N of Jewett; 31.416336, -96.236071; Tap JEWETT_N5 and JEWETT_S5 to #46020 LMEST_POI_5. Technical: capacity requested 1,274.00 MW; Gas — Combined-Cycle; summer / winter MW, NULL; site air-permit scope, four CCGT units — TCEQ states no MW, the 1,274 MW is one interconnection request, not the site total. Lifecycle: queue date 2025-10-21; screening study 2025-10-21 to 2025-11-19; FIS requested 2025-10-14; FIS approved, NULL; agreement signed 2026-07-15; GIM study phase SS Completed, FIS Started, IA; proposed completion 2029-11-01; actual completion, NULL; approved to energize, NULL; TCEQ air permit 180096 — PENDING, applied 2025-05-07, still on TCEQ's pending NSR list, page last modified 2026-09-01; Offtake / PPA, NULL. Provenance: ERCOT GIS Report, August 2026 edition, DocID 1269363208, published by ERCOT 2026-09-01 14:38 CT, first seen by us 2026-03-27, record updated 2026-09-02 02:00 ET. Scoring: scorecard (latest) 30 — the scorecard PENALISES a signed agreement: gas + active scores 40, gas + completed 25; survival curve / DTB, NULL; offtake score input, NULL. ERCOT's “Completed” means the interconnection study process is finished and the agreement is signed. It does not mean the plant is built: Actual Completion Date is blank and the proposed date is 2029. Generation queue only — this is not the large-load queue.

The permit that isn't

The site's air permit application — TCEQ 180096, with PSDTX1668 and GHGPSDTX251 — was filed on May 7, 2025 by NRG Jewett Energy Center LLC, at NRG Energy's then-headquarters in Houston. The ERCOT filing does not say NRG, and we have not verified the link.

TCEQ processed it on the expedited track and drafted a permit it has not issued. The pending New Source Review page, last modified September 1, still lists it. The permit would authorize four combined-cycle units; TCEQ states no capacity for them.

Where it sits

WHERE IT SITS — Freestone County ranks 19th of 192 counties. Total capacity of every interconnection request on file, by county; ERCOT GIS Report, August 2026 edition. 1. Pecos 20,699 MW; 2. Brazoria 11,672 MW; 3. Wilbarger 8,506 MW; 4. Wharton 8,483 MW; 5. Milam 8,286 MW; 6. Reeves 8,281 MW; 7. Jack 7,979 MW; 8. Hill 7,874 MW; 9. San Patricio 6,856 MW; 10. Mitchell 6,792 MW; 11. Harris 6,722 MW; 12. Deaf Smith 6,594 MW; 13. Matagorda 6,336 MW; 14. Zapata 6,291 MW; 15. Lamar 6,054 MW; 16. Cameron 5,959 MW; 17. Ellis 5,867 MW; 18. Upton 5,649 MW; 19. Freestone 5,357 MW; 20. Borden 5,257 MW. Freestone: 22 requests on file; 2,423 MW agreement signed; 2,934 MW no agreement yet; 1,274 MW is this one request. Capacity is as filed in the GIS Report. 75 of the 1,778 rows carry 0.00 MW and are counted as zero, so every county total is a floor, not a ceiling. Freestone's second-largest request is a separate 990.6 MW combined-cycle plant with no signed agreement. Two of its gas rows report 0.00 MW. This is the generator interconnection queue. It is a different queue from ERCOT's large-load queue and the two are never summed.

Freestone County holds 22 requests totalling 5,356.53 MW, nineteenth of 192 Texas counties. Eight have a signed agreement; fourteen do not. The county's second-largest request, a 990.60 MW combined-cycle plant under another entity, is among the fourteen. Jewett is the first gas request in the county to get through.

Why this is investable

The agreement is signed — the milestone most queue requests never reach. The permit is filed, expedited and pending: a date to watch, not a fact to assume. Against that, no disclosed offtake and no named EPC, turbine supplier or parent.

What to watch

  • Whether TCEQ moves 180096 from pending to issued
  • Whether an offtake agreement is disclosed
  • Whether the 2029 date tightens or slips
  • Whether the parent question resolves in a public filing rather than an address match

Abbott's List

As of September 4 nothing we track has stumbled on a line of Abbott's List, which covers data centers, not generators. PUCT Project 59142 holds 54 filings, the most recent dated August 20. ERCOT told the Commission it would gather information through September and report in December; neither deadline has passed. The queue kept clearing anyway.


None of this is the demand side. The generation Batch Zero counts on sits in a queue no directive has asked anyone to verify. In it, 427 requests still have no signed agreement and date to 2023 or earlier.

Nineteen requests cleared ERCOT's hardest-looking gate in a file posted on a Tuesday. Texas now holds nineteen requests it has cleared to connect and has not yet cleared to build.

Why this comes from Grid Alpha

Grid Alpha reads the filings so you don't have to. We read every interconnection request in the ERCOT generator queue and score each one on the questions that decide whether a project gets financed — permits, financing, site control, offtake, ownership — before they make headlines. The live data is at gridalpha.com.

The nineteen agreements were announced by nobody. They are a spreadsheet ERCOT published at 2:38 p.m. on September 1, and the largest request in it is also the fastest.

 

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