Thu, Apr 16

NEWS: ERCOT says Texas demand could quadruple but cautions forecast may be inflated

ERCOT (doubtfully) predicts Texas peak demand quadrupling to 368 GW by 2032. (Utility Dive)

  • Why the spike? State law requires transmission providers to report all large and medium loads in their pipeline, including projects simply discussed with a utility. And data centers alone account for 228 GW of submitted large loads by 2032. 

  • Sanity check: ERCOT quickly told the PUCT it doesn't trust the figure. Strip out the pipeline numbers…and ERCOT’s base forecast tops out at around 111 GW. Now,ERCOT is asking the PUCT to let it adjust the forecast under a new rule (which allows revisions backed by historical realization rates).

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