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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.
**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
