--- source_url: "https://www.pource.com/?utm_source=openai" title: Pource Intelligence — Ground-Truth Reports for Infrastructure Decision-Makers mirrored_at: 2026-08-09T03:03:53.858Z host: www.pource.com cited_in_42a: true mirror_canonical: "https://index.42a.ai/www.pource.com/index__q__utm_source_openai" --- > **Original source:** https://www.pource.com/?utm_source=openai Issue 01 · Live now ## Ground-truth intelligence for infrastructure decision-makers. Monthly reports tracking real vs. claimed capacity across major infrastructure projects. No announcements. Reality. [Subscribe to The Slippage Report](#subscribe)[View Issue 01 preview](https://www.pource.com/__l5e/assets-v1/956986b6-3063-4732-a1f0-dd72e62f5bc3/slippage-report-issue-01.pdf) 53 Projects tracked 18 GW Announced 2.9 GW Verified The problem ## Decision-makers are modelling from announcements. The announcements are wrong. Investors, utilities, grid operators and regulators rely on announced capacity that our evidence shows is systematically overstated. In Oncor territory alone, the gap is $15.1B in capital assumed against projects with no verifiable delivery. ### Announcements ≠ reality Announced capacity projections are systematically overstated. Decision-makers modelling from press releases carry compounding forecast error. ### $15.1B misallocation risk 18 GW announced across Oncor territory data centres. Only 2.9 GW verifiable on the ground. The gap is capital deployed to phantom capacity. ### Queues hide the real number The 438 GW ERCOT interconnection queue conceals duplicate filings and speculative positions. At a 6.2× baseline, realistic delivery is closer to 70 GW. ### Regulation is moving now Fort Worth moratorium, PUCT transparency rulemaking and ERCOT Batch Zero deposits will re-price the queue over the next six months. Oncor territory · Issue 01 $18B assumed → $2.9B verifiable delivery $15.1B deployed to phantom capacity at $1M/MW. Phantom ratio 6.2× How Pource Intelligence works ## Three stages. One reference dataset per vertical. We start from the announced universe, we verify it against public records, and we publish the delta every month. Stage 01 ### Identify projects Comprehensive tracking of every announced project of 50 MW or more in the target vertical — currently Texas data centres across Oncor territory. Stage 02 ### Verify with ground truth Cross-reference every claim against TDLR filings, satellite imagery of construction activity, county appraisal records for land control, utility interconnection queues and permit status. Stage 03 ### Publish monthly intelligence Developer scorecard, base/optimistic/pessimistic capacity forecasts, a watch list of time-sensitive catalysts, and case files with evidence tiers from Confirmed to Zombie. Verification sources TDLR permit filings Texas Dept. of Licensing & Regulation. Satellite imagery Construction activity, month over month. County appraisal records Land control and ownership. ERCOT interconnection queue Deduplicated queue positions. Utility permits Oncor and municipal filings. Regulatory dockets PUCT, city councils, moratoria. The product ## The Slippage Report — Texas data centre capacity. Issue 01, July 2026. 53 projects across Oncor territory, evidenced against TDLR filings, satellite imagery, county records, ERCOT queue and utility permits. Live · Issue 01 · July 2026 ### Inside Issue 01 - Executive summary & key judgements Four judgements with evidence and implications for investors, utilities and grid policy. - The phantom ratio 18 GW announced vs. 2.9 GW verified across 53 tracked projects. High confidence. - Impact analysis Segmented for investors, utilities & grid operators, developers, and regulators. - 6-month capacity forecast Base, optimistic and pessimistic scenarios through December 2026. - Regulatory roadmap Fort Worth moratorium, PUCT rulemaking, ERCOT Batch Zero deposits — dated and named. - Case files, movements & watch list Named findings with evidence citations and confidence tiers. - Slippage table & developer scorecard 53 projects and ranked developers with delivery track record. [Subscribe monthly](#subscribe) [Download Issue 01](https://www.pource.com/__l5e/assets-v1/956986b6-3063-4732-a1f0-dd72e62f5bc3/slippage-report-issue-01.pdf) Watch list 26 Aug 2026Regulatory Fort Worth moratorium vote Binary and consequential. Pre-vote TDLR filings create safe harbor; projects without filings face material execution risk. Q4 2026Rulemaking PUCT Large-Load Transparency Rulemaking Deduplicates interconnection requests and validates claimed capacity — reshapes the 438 GW ERCOT queue. TBA 2026Financial gate ERCOT Batch Zero deposits $100k/MW non-refundable deposit — the first meaningful financial gate on phantom queue entries. Expect significant attrition. Coverage snapshot 53 Projects 8 Operational 7 mo Median delay High Confidence Next issue · August 2026 Methodology ## Every finding is independently verifiable using public records. Projects are placed into an evidence tier. Tiers are transparent, published, and re-evaluated every month against fresh evidence. Tier 1 Confirmed Operational or under active construction, corroborated across three or more independent sources. Tier 2 In progress Permits filed, land controlled, construction milestones verified. Tier 3 Concern Announced with partial evidence — missing filings, unresolved land, unclear financing. Tier 4 Zombie Large announced capacity, zero verifiable progress. Retained for cautionary reference. Scope Every publicly announced data centre of 50 MW or more in Oncor Electric Delivery territory, across planning, permitting, construction and operations. Cadence Monthly re-verification. Findings, movements and evidence tiers refresh with each issue. Longitudinal data compounds developer accountability over time. Sources TDLR filings, satellite imagery, county appraisal records, ERCOT interconnection queue, utility permits, and regulatory dockets. No insider access. Every claim traceable. Why Pource ## The intelligence layer between announcements and decisions. Independent, defensible, forward-looking. ### Verified by public records Every finding is traceable to a regulatory filing, satellite frame, county record or utility filing. No insider access. Fully defensible. ### Developer accountability The monthly scorecard shows which developers deliver against announced timelines and which do not. Longitudinal data compounds every issue. ### Forward-looking Regulatory catalysts — PUCT rulemaking, moratoria, financial gates — are identified months in advance, not after the fact. ### Actionable outputs Capacity forecasts, developer rankings and risk assessments drop directly into investment memos, IRP models and policy briefs. Who reads Pource ## Built for the people who allocate capital, plan the grid, and write the rules. For investors Capital allocation risk assessment. Which projects are real, which developers deliver, and what does the 6-month capacity forecast imply for IRR and carry cost assumptions? For utilities & grid operators Resource adequacy planning. Deduplicate the interconnection queue, stress-test forecasts against verified delivery, and model regulatory impact before it lands. For regulators & policy Evidence-based rulemaking. Independent data on phantom capacity, precedent tracking for moratoria and deposit requirements, and named findings you can cite. For developers & operators Competitive benchmarking. Track your delivery performance against peers on a scorecard your customers already read. Roadmap ## Next verticals. The Slippage Report method extends to every capital-intensive infrastructure category where announcements outrun delivery. Coming soon ### Renewable projects Utility-scale solar and storage: interconnection to COD. Coming soon ### Transmission capacity Long-lead transmission additions and CREZ-style build-outs. Coming soon ### Grid interconnection queues Cross-ISO deduplication and delivery probability. Subscribe ## Get The Slippage Report every month. Monthly ground-truth intelligence on Texas data centre capacity. Executive summary, developer scorecard, 6-month forecast, watch list, and full slippage table. Pricing announced at general release. Early subscribers receive Issue 01 immediately and lock in launch pricing.