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conflictMEDIUM2026-05-05 01:41 UTC

The PJM '74% Withdrawal' Warning: Why ERCOT’s July 15 Deadline is a Nodal Bloodbath

I’ve been tracking the PJM queue fallout from last week. that 74% withdrawal rate is a massive warning shot for anyone filing for the July 15 Batch Zero deadline in Texas. We’re moving from 'land scouting' to 'grid forensics.' Most of those PJM projects didn't fail because of financing; they failed

ORIGINAL SOURCE →via Reddit r/energy
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