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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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10.06.26 - 08:06
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More than half of clean energy schemes needed for Labour′s 2030 target offered grid connection (The Guardian)
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The 700 projects include wind and solar farms, battery storage, gas and hydro plansMore than half the renewable energy projects needed to meet the government's clean power targets by 2030 are now able to plug into the electricity grid after years of delay, according to the system operator.The National Energy System Operator (Neso) has offered more than 700 clean energy projects in Great Britain a grid connection date since the start of the year, after a two-year process to unblock a bottleneck that threatened to delay projects into the 2030s. Continue reading......
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