Negotiated Permit Pause

Governor-elect Hinojosa uses the 34 GW headline figure to justify a temporary statewide pause, but negotiates carve-outs for projects already deep in ERCOT interconnection review. This is the most likely path because it lets the incoming administration claim rural and grid protections without immediately freezing every hyperscale investment in Texas.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.