<p><span style="font-weight: 400;"><img src="/storage/docs/2024/05/Screen%20Shot%202024-05-08%20at%202.51.58%20PM.png" width="552" height="311" /></span></p>
<p><span style="font-weight: 400;"><a href="https://app.gridmonitor.com/sharing/?token=2aab9da6-23b6-4910-9888-c963e5fdd857" target="_blank" rel="noopener">2</a> - Update on Large Load Queue and Recent ERCOT - Evan Neel</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">684 MW added to the queue in the last 12 months, bringing the total to over 41 GW in new load in the queue.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">In 2027, 10GW had planning studies approved and 18GW were under ERCOT review.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">2,837 MW of approved energized load resides in load zone west, and 1,642 MW in other load zones.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Non-simultaneous peak consumption is observed to be 2,902 MW.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Simultaneous peak consumption is observed to be 2,610 MW.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">1300 MW of curtailment during solar eclipse.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">300 megawatts of AS obligations held throughout the eclipse.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">No breakdown of interconnection requests for data center or Bitcoin mining loads.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">ERCOT does not track load interconnection requests specifically related to hydrogen products.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Load information is protected differently than generation information</span></li>
</ul>
<p><span style="font-weight: 400;">3 - Review of NPRRs - Sai Morty/ERCOT - Eric Goff - Floyd Trefny</span></p>
<p><span style="font-weight: 400;"><a href="https://app.gridmonitor.com/sharing/?token=37bf73c5-4001-45b7-936f-746c9f5a11cd" target="_blank" rel="noopener">3.1</a> - NPRR1188 –Implement Nodal Dispatch and Energy - Settlement for Controllable Load Resources - Bob Wittmeyer</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">NPRR1188 received comments in the fall of the original filing which raised concerns about distinct treatment for controlled load resources (CLRs) that were co-located.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Comments recognized and addressed concerns raised by Lancium, with language changes to provide equitable treatment to CLRs and added language to fully implement the changes.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Language added back into NPRR1188 to address NPRR1058 timing.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Concerns raised about potential impacts on load zone pricing, existing hedges, and forward markets of CLRs moving from load zone to nodal pricing.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Legal research confirmed the implementation of NPRR1188 within commission rules, with no belief that a rule change is necessary.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Discussion on potential impact on forward markets, load zone movement, and implementation timelines.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Debate on the need for analysis and the long-term benefits of proposed changes, with emphasis on the value and reliability benefits.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Pushback on the four-year requirement for load behavior changes.</span></li>
</ul>
<p><span style="font-weight: 400;"><a href="https://app.gridmonitor.com/sharing/?token=2cc51a57-ee33-401b-b5b2-1a0d8cc11a60" target="_blank" rel="noopener">3.2</a> - NPRR1203 – Refundable Deposits for Large Load Interconnection Studies - Eric Goff</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Exploration of the concept of refundable deposits and consideration of the proposed interconnection study fee.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Adjustment of the price for the interconnection study fee to accurately reflect the cost.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Consideration of changes in terminology related to the large load process and the triggering point for the fee assessment.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Desire to move the resolution of outstanding issues forward and request for feedback.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Input from Davida Dwyer on ERCOT's ability to charge only for services provided and the consideration of maintenance fees for work related to tracking and reporting on the queue.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Importance of accurately capturing the hours spent on consultations and other tasks not directly related to studies.</span></li>
</ul>
<p><span style="font-weight: 400;"><a href="https://app.gridmonitor.com/sharing/?token=ff4824f6-cc5b-44ac-b2fa-d12b15d300f0" target="_blank" rel="noopener">3.3</a> - NPRR1226 – Demand Response Monitor - Floyd Trefny</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Floyd Trefny discussed the demand response monitor and its evolution during the large flexible load meeting.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Originally conceived as an internal ERCOT system, it evolved to potentially be available on the ERCOT market systems after discussions with others.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The monitor would display aggregated responsive loads in a graph form, including megawatts of responsive load and corresponding price changes.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The definition of "load" in the protocols was discussed, and a new term for state estimator load was suggested to avoid confusion.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The importance of displaying the graph in a protocol and market rule, without actually revealing it, was emphasized.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">There were discussions about selecting loads for ERCOT demand response and the public display of the graph on the ERCOT system.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Concerns were raised regarding confidentiality and correct use of the data, particularly in the context of storage offering behavior and operational deployments.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Understanding the significance of how to manage smaller loads was also discussed.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">It was suggested that operators and owners of generation would benefit from using the data to inform their decisions on commitments and market behaviors.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Suggestions were made to have the data available in a CSV format, with an extended archive, and the need for a clear statement about confidential information was also raised.</span></li>
</ul>
<p><span style="font-weight: 400;"><a href="https://app.gridmonitor.com/sharing/?token=dac56983-aad8-43a8-8f75-bedd4f2c4957" target="_blank" rel="noopener">4</a> - Large Load Impact on Ancillary Services - ERCOT Staff</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Ancillary services are procured by ERCOT in the day ahead market to balance next day supply and demand of electricity.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The different types of resources that can provide ancillary services include generation resources, controllable and non-controllable load resources, aggregate load resources, and batteries.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Large loads can participate in the ancillary service market either as a controllable load resource or a non-controllable load resource.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">At any given time, less than 20% of all operational large loads are providing ancillary services.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Large loads have been observed to independently respond to price signals for CP and extreme weather events.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Independent load response can cause an increase in both net load variability and uncertainty, impacting different types of ancillary services differently.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">ERCOT is considering a proactive approach to include load behavior in forecasting to improve the accuracy of ancillary service procurement.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">It was noted that there are challenges in accurately forecasting price-sensitive demand, but ERCOT has sophisticated load forecasting methodologies in place.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Additionally, Golden Spread Electric Cooperative is moving forward with a voluntary early curtailment load concept to prioritize the timing of load curtailment.</span></li>
</ul>