Demand is not build authorization

Internal commercialization gate. Exact market name is insufficient; process compatibility is required.

Top candidate: ERCOT Batch Zero large load

Public evidence shows a dedicated large-load process, substantial Oncor customer collateral and Great Bay financing activity. Current ERCOT generator Section 5 coverage does not apply.

Why it is not built yet

The buyer control gap, reviewer burden and payer/authorizer path are not publicly observed. The current decision is DISCOVERY_ONLY, not BUILD_NOW.

Current technical proof

Sol Systems / Great Bay remains first on hardened MISO/PJM scope. Headwater / Overlay is second at ERCOT generator market-core level. Belltown / Overlay is a large-load expansion falsifier.