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ERCOT operates under a “connect and manage” interconnection philosophy. This means things can actually get built quickly (unlike other ISOs), but some management is required.

Of course, there are some downsides to this approach, but overall I think it’s a superior. Just look at renewable and battery penetration compared to other ISOs.

This isn't the US - it's just the state of Texas. The rest of the contiguous United States is on two large grids. Texas has its own.

It's up to ERCOT to figure their own mess out. They will. Nobody else really has to care about it.

They aren’t being allowed to connect until they get it worked out. At least that’s how I read it.