331 Texas Commercial Electricity Plans Deactivated in One Day, Biggest Contraction of 2026

The TxCP scrape for the Texas market took place on July 10, 2026, at 13:00 UTC. In one single cycle, it pulled 331 commercial plans from the active Texas market which serves as the largest one-day contraction in 2026 as of this date, pulling roughly 5.5 times more than the July 1 Q3 reset which pulled 60 plans, and was 60 percent larger than the last single-day record of 207 removals in late June.

Following the reset, there are 572 remaining active commercial plans among the five deregulated TDU territories down from 903 yesterday, resulting in an overall market average rate settling at 10.78 cents per kWh.

Today's Scrape Numbers

• 331 commercial plans deactivated
• 73 new plans added
• 17 existing plans repriced
• 572 active commercial plans across 5 TDU territories
• 27 scraped REPs, 19 altered catalogs, 8 catalogs unchanged
• Prior-cycle warning list: 229 plans flagged, 102 deactivated in this cycle

Of the twenty-seven REPs, nineteen altered their published catalogs within one day. That is the operational signature of coordinated pricing as opposed to just some incremental maintenance of catalogs.

Where The Contraction Occurred

The majority of the reset was directed at short-term inventory. Afterwards, the distribution of term-length remaining plans across the 572 looks like this:

• Short-term (12 months or fewer): 402 plans, roughly 70 percent of the market
• Mid-term (13 to 24 months): 63 plans
• Long-term (25 months or more): 58 plans

Even after losing hundreds of plans, the dominant inventory still remains in short-term. This means the removals were substituting older short-term SKUs with newer ones based on current wholesale pricing, not a tactical move towards longer contracts.

TDU Rate Bands Post Reset

Aggregated per-TDU rate ranges for the July 10 dataset (in cents per kWh at commercial usage):

• Oncor: across 132 plans 4.42 low, 10.84 median, 23.60 high
• CenterPoint: across 134 plans 4.65 low, 9.16 median, 17.50 high
• AEP Central: across 99 plans 4.65 low, 11.90 median, 19.10 high
• AEP North: across 90 plans 4.65 low, 12.50 median, 19.60 high
• TNMP: across 117 plans 4.65 low, 10.33 median, 21.10 high

CenterPoint offers the lowest median rate, and Oncor has the widest low-to-high band. AEP North's median is about 3.3 cents larger than CenterPoint's which is a 36 percent difference for what appears to be the same product.

The Rate Gap By Term Length Has Widened

Median rates by contract length across the post-reset dataset are as follows:

• Short-term median: 13.0 cents per kWh
• Mid-term median: 6.89 cents per kWh
• Long-term median: 8.0 cents per kWh

Mid-term inventory now has a median price approximately 47 percent lower than short-term. Long-term is situated between these two. The size of the gap is unprecedented and seems to be a Q3 result of REPs pulling less expensive short-term inventory before the summer peak billing.

Implications For July Commercial Shopping

Three signals from the July 10 dataset:

1. Fewer options, especially at short contract lengths. The market has lost 37 percent of plan count in a day, with the majority being short-term removals.
2. Price spreads between contract lengths are larger. Locking a mid-term or long-term rate looks materially cheaper than the short-term median, although demand charges and contract terms still apply.
3. Increased volatility in the catalog. In one cycle, 19 of 27 REPs made changes to their catalogs. Rate quotes from earlier this week may be out of date.

The TxCP dataset updates daily from the same 27 REP source lists. The next scrape will indicate whether this is a one-cycle reset or the beginning of a multi-day contraction.