ERCOT released new data this week shedding light on the scale of the challenge ahead. Still, the grid operator cautioned that there's a lot of uncertainty about what's coming.
Ty always to Caroline Ghisolfi for helping me make the charts look beautiful:
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New ERCOT data shows the daunting challenge facing the Texas power grid
Data centers are the primary driver of a huge increase in the expected demand for electricity on the ERCOT grid over the next five to six years.