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11.06.26 - 12:15
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ASML-Aktie: Goldman Sachs legt schon wieder nach (Der Aktionaer)
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In den vergangenen Wochen haben die Analysten bei ASML reihenweise ihre Kursziele erhöht. Ende Mai präsentierte UBS-Experte Francois-Xavier Bouvignies mit 1.900 Euro ein neues Top-Kursziel. In der vergangenen Woche zog JPMorgan-Stratege Sandeep Deshpande nach....
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11.06.26 - 01:30
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Goldman Flags Tightening Power Grid In Texas Amid Rapid Data Center Growth (ZeroHedge)
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Goldman Flags Tightening Power Grid In Texas Amid Rapid Data Center Growth
Goldman shared some of their thoughts on the tightening of power markets as the decade comes to a close. ERCOT's own Preliminary Long-Term Load Forecast now sees baseline peak-summer demand (excluding most medium and large loads) growing at a 5.2% average annual rate from 2026 through 2030. This is already well above the 3.4% realized average of 2022-2025.
Layer in the medium- and large-scale additions, overwhelmingly data centers plus crypto and industrial electrification, and the forecast explodes to 31% average annual peak-summer growth.
Put that in national context and Texas alone would account for 39% of total U.S. peak-summer power demand by 2030, up from just 11% last year, assuming the rest of the country continues its slower recent trajectory.
Goldman analysts flag a 200 GW queue of large-load applications sitting with the grid operator. Even if only 10% of that queue ultimately energizes, it would still l...
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