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CleanSpark just pulled off something that most large industrial power users in Texas are still waiting in line for. The Bitcoin miner received a conditional Batch Zero baseload designation from the Electric Reliability Council of Texas, locking in 585 MW of power for its Texas sites, with an additional 300 MW studied load allocation sitting alongside it.
The company disclosed the development in its August 2026 operational update, released September 8, with CEO Matt Schultz framing it as a direct result of the company aligning itself with both ERCOT and the Public Utility Commission of Texas processes during an active regulatory audit period initiated by Governor Abbott.
What Batch Zero actually means
The conditional classification matters because it de-risks the power supply side of CleanSpark’s Texas operations at a moment when state regulators are actively reviewing large industrial electricity consumers. Mining facilities have drawn particular scrutiny in Texas, making the formal designation something closer to regulatory armor than a simple utility contract.
CleanSpark currently holds 1.8 GW of power under contract across its portfolio, with 808 MW in active use. The 585 MW baseload designation is a significant chunk of that unused headroom, and it gives the company a firmer foundation for expanding operations in the state without waiting on fresh grid studies.
August operations: fewer machines, same output
The operational numbers for August tell an interesting story about efficiency. CleanSpark produced 593 BTC during the month, hitting a peak daily output of 20.40 BTC and running at an operational hashrate of 50 EH/s. The fleet doing that work consisted of 201,269 miners operating at a peak efficiency of 16.07 joules per terahash.
The headline from the original announcement was a 13% decrease in deployed miners relative to prior periods. A smaller fleet producing a stable hashrate is the kind of math that hardware upgrade cycles produce. The efficiency figure of 16.07 J/Th supports that reading, as more efficient machines mean lower electricity cost per Bitcoin mined.
Georgia and the data center angle
Separate from the Texas power news, construction continues at CleanSpark’s Sandersville, Georgia facility. The site operates under a 20-year triple-net lease structured to generate approximately $6.6 billion in revenue from what the company describes as a high-investment-grade tenant, with deliveries targeted for the fourth quarter of 2027.
A triple-net lease means the tenant covers property taxes, insurance, and maintenance on top of the base rent. For CleanSpark, that structure converts a physical asset into something closer to a long-duration bond with a very creditworthy issuer on the other end.
That $6.6B revenue projection across 20 years puts the average annual contribution from Sandersville at roughly $330 million, a meaningful number for a company whose core business is still tied to Bitcoin price volatility and network difficulty fluctuations.
What to watch from here
The ERCOT Batch Zero classification is conditional, not final. The regulatory review process in Texas is still live, and Governor Abbott’s audit of large industrial power users has not concluded.
The 300 MW studied load allocation in Texas also deserves attention. It sits alongside the 585 MW baseload designation and represents additional capacity that could come online if CleanSpark pursues expansion. With 1.8 GW under contract and less than half currently deployed, the company has room to grow without signing a new power deal.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
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