--- title: "ERCOT & PJM Power Market Chartbook" description: "Monthly ERCOT and PJM power market charts covering the interconnection queue, capacity mix, ELCC, load forecasts, large loads, prices, and reliability." canonical: "https://www.ercotqueue.com/chartbook" markdown: "https://www.ercotqueue.com/chartbook.md" resource_type: "research" source_report: "July 2026" generated_at: "2026-08-07T17:27:53.695Z" license: "https://creativecommons.org/licenses/by/4.0/" --- # ERCOT & PJM Power Market Chartbook Monthly ERCOT and PJM power market charts covering the interconnection queue, capacity mix, ELCC, load forecasts, large loads, prices, and reliability. ## Charts - [The ERCOT generation queue, by resource type](https://www.ercotqueue.com/charts/queue-composition.md): ERCOT queue composition: 439.9 GW across 1,797 projects. Battery, solar, gas, wind shares. - [ERCOT capacity mix, 2010–2030](https://www.ercotqueue.com/charts/capacity-mix.md): ERCOT installed capacity mix, 2010 through 2030 projected. Dispatchable thermal, wind, solar, storage. - [Firm capacity credit under ERCOT's ELCC methodology](https://www.ercotqueue.com/charts/elcc-credit.md): ERCOT accredited capacity vs nameplate, by resource type. The 2024 ELCC study results. - [ERCOT long-term load forecast, by vintage](https://www.ercotqueue.com/charts/load-forecast.md): ERCOT long-term load forecast vintages. The 2025 vintage is the steepest on record. - [ERCOT planning reserve margin, by CDR vintage](https://www.ercotqueue.com/charts/reserve-margin.md): ERCOT planning reserve margin by CDR vintage. Each successive report still crosses zero in summer 2028. - [GE Vernova gas power equipment commitments](https://www.ercotqueue.com/charts/gas-turbine-backlog.md): GE Vernova gas power commitments grew from 83 GW to 100 GW in Q1 2026; 110 GW expected by year-end. - [Gas turbine commitments vs annualized production output](https://www.ercotqueue.com/charts/gas-turbine-supply-gap.md): GE Vernova backlog grew 83 → 100 GW in Q1 2026; annualized production targets 20 GW Q3 2026, 24 GW 2028. - [ERCOT large-load queue: requested vs approved-to-energize vs operating peak](https://www.ercotqueue.com/charts/ercot-large-load-funnel.md): ERCOT large-load funnel: 466.5 GW queue, 8.9 GW approved, 3.9 GW operating peak. 0.8% funnel. - [PJM 2027/28 reliability requirement increase, by driver](https://www.ercotqueue.com/charts/pjm-load-driver.md): PJM raised 27/28 reliability requirement by 6,295 MW. ~5,100 MW is attributable to data-center demand. - [PJM 2027/28 BRA: cleared new generation as share of cleared footprint](https://www.ercotqueue.com/charts/pjm-cleared-mix.md): PJM 27/28 BRA: 774 MW new build plus uprates against 134,478 MW cleared footprint. 0.6%. - [ERCOT operational battery storage, by duration](https://www.ercotqueue.com/charts/battery-duration.md): ERCOT battery fleet by duration. 97% is 1-hour or 2-hour systems; average duration is 1.65 hours. - [Stand-alone vs co-located batteries in the ERCOT queue](https://www.ercotqueue.com/charts/battery-colocation.md): Stand-alone vs co-located battery storage in the ERCOT queue, monthly since 2020. Co-location peaked at 38.9%, bottomed at 23.6%. - [Texas Energy Fund approvals vs ERCOT LTSA need](https://www.ercotqueue.com/charts/tef-vs-ltsa.md): Texas Energy Fund has closed loans on ~5.0 GW of new gas generation; ERCOT 2024 LTSA identifies ~49 GW needed by 2030. - [ERCOT and PJM thermal fleet, by decade commissioned](https://www.ercotqueue.com/charts/thermal-age.md): ERCOT and PJM dispatchable thermal capacity binned by commercial operation date from EIA Form 860. - [ERCOT Peaker Net Margin, by year](https://www.ercotqueue.com/charts/peaker-net-margin.md): ERCOT Peaker Net Margin 2018-2025. Seven of eight years below Cost of New Entry; only the Uri year cleared. - [ERCOT and PJM announced retirements pipeline](https://www.ercotqueue.com/charts/retirements-pipeline.md): ERCOT and PJM announced retirements pipeline. Dispatchable capacity leaves on a contractual schedule. - [Announced hyperscaler power commitments to generators](https://www.ercotqueue.com/charts/hyperscaler-commitments.md): Hyperscaler power commitments 2024-2026 by resource type. Microsoft-Brookfield, Microsoft-Chevron, Bloom-Brookfield, Google-Fervo. - [PJM cleared reserve margin vs target, by delivery year](https://www.ercotqueue.com/charts/pjm-reserve-margin.md): PJM 2027/28 BRA is the first auction where the entire RTO cleared below the reliability target, by 6,517 MW UCAP. - [Large-load interconnection queue, by sector](https://www.ercotqueue.com/charts/large-load.md): ERCOT large-load interconnection queue by sector. 466 GW requested; 90% of it data centers. - [ERCOT real-time price distribution, 2015–2024](https://www.ercotqueue.com/charts/price-distribution.md): ERCOT real-time price distribution, 2015 through 2024. Median flat, upper tail growing. - [ERCOT ORDC scarcity hours vs battery buildout](https://www.ercotqueue.com/charts/ordc-scarcity.md): ERCOT ORDC scarcity hours collapsed 89% from 2022 to 2024 as batteries grew. Then the mechanism was retired. - [ERCOT battery revenue, by product](https://www.ercotqueue.com/charts/battery-revenue-stack.md): ERCOT battery revenue by product. Earnings collapsed 85% from 2023 to 2025 as ancillary service markets saturated. - [PJM Base Residual Auction clearing prices, RTO zone](https://www.ercotqueue.com/charts/pjm-bra-prices.md): PJM BRA clearing prices. The 2025/26 and 2026/27 auctions re-rated ~10x vs prior cycles. - [PJM cleared UCAP vs reliability requirement](https://www.ercotqueue.com/charts/pjm-ucap-vs-reliability.md): PJM 27/28 BRA: 145,777 MW procured, 6,517 MW below requirement; 14.4% IRM vs 20% target. - [PJM peak load vs dispatchable capacity](https://www.ercotqueue.com/charts/pjm-load-vs-dispatchable.md): PJM peak load vs dispatchable capacity, 2018 through 2030 projected. The reliability gap narrows. Chart-only directory: [https://www.ercotqueue.com/charts/sitemap.md](https://www.ercotqueue.com/charts/sitemap.md) ## Source, citation, and reuse - Human-readable page: [ERCOT & PJM Power Market Chartbook](https://www.ercotqueue.com/chartbook) - Markdown representation: [https://www.ercotqueue.com/chartbook.md](https://www.ercotqueue.com/chartbook.md) - Source report: July 2026 - Site refresh: August 2026 - Methodology: [ERCOTQueue methodology](https://www.ercotqueue.com/methodology) - License: [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/) ERCOTQueue distinguishes reported source fields from independently derived analysis. Queue capacity records development and interconnection activity; it does not establish financing, construction, or commercial operation. Build Chance is a research signal, not a guarantee or investment recommendation.