$SLNH
An important ERCOT development for large-load and data center infrastructure projects in Texas.
On September 3, ERCOT issued its Batch Zero provisional classifications to the transmission and distribution providers handling the large loads in the process.
The individual project results arenβt public.
For , that makes
@jbelizaireCEO comments from August particularly interesting.
Discussing Kati 2 and Dorothy 3, he said:
βWeβve submitted it into the process. Iβm not sure what the classification is going to be, but weβre expecting that weβll have some level of base load designation for those facilities.β
At the time, Soluna was still waiting to see how ERCOT would classify the projects.
That step has now happened.
We donβt know what ERCOT decided for Kati 2, but given what Soluna has said about the existing power position at Kati and the work already underway around the AI/BESS configuration and updated grid models, I think thereβs a reasonable chance Kati 2 came through this stage in good shape.
Thereβs also another detail worth watching.
ERCOT says some projects have been conditionally included while they complete verification or cure deficiencies in dynamic model data.
That is very close to the type of technical work Soluna has previously described at Kati.
Still speculation until we get the project-specific result.
But if Soluna confirms that Kati 2 received the base-load designation management was expecting, September 3 may prove to have been a meaningful de-risking milestone for the project.