The Blockspace Pod: Understanding ERCOT’s Massive Overhaul w/ Tom Kleckner
CoinDesk Podcast Network
CoinDesk
4.7 • 698 Ratings
🗓️ 27 January 2026
⏱️ 34 minutes
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| 0:00.0 | There are a lot of changes coming down the pipe for Urquat as the Texas grid kind of grapples with this AI boom and what it'll mean. |
| 0:07.7 | Latest long-term forecast indicates peak power demand will jump about 70% to 145 gigs in 2031. |
| 0:15.7 | Everyone wants to know how much of that load is really coming. |
| 0:18.5 | That surge is kind of outgrown Urquas process. |
| 0:21.5 | SB6 shifts transmission costs to the large load users. |
| 0:25.4 | It establishes grid reliability protection measures |
| 0:28.2 | and requires some upfront financial guarantees. |
| 0:31.4 | The Irkhov CEO has said, |
| 0:33.0 | we just want large loads to pay their fair share. |
| 0:38.7 | Welcome back to the BlockspacePod, brought to you by CleanSpark. |
| 0:42.0 | By the end of 2025, Urcott's five-year large load interconnection queue had swelled to |
| 0:47.1 | 226 gigawatts, and now Ercott's playing catch-up as data center companies rushed to the state |
| 0:53.6 | to deploy AI in HBC builds. |
| 0:56.3 | Our guest today, Tom Kleckner, a correspondent at RTO insider, explains all of the changes |
| 1:01.6 | that Ercot is currently weighing in order to address this demand while making sure that the |
| 1:06.8 | Texas grid doesn't break under the weight of it. There are a number of changes being proposed, a lot of ideas being shuffled around, |
| 1:15.2 | and we're not totally clear on what will be decided on yet, |
| 1:18.1 | but this episode will be a good primer for y'all to see where Urquhart's head is at |
| 1:22.9 | and what changes might be coming down the pipe. |
| 1:25.0 | You're listening to the Blockspace podcast, and we'll be right back after a word from our sponsors. Tom Kleckner, welcome to the Blockspace Pod. How you doing, sir? |
| 1:38.3 | I'm doing fun, Colin. Thanks very much. Glad to be here. Yeah, appreciate you hopping on. You were the |
| 1:43.2 | perfect guest to talk about |
... |
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