Texas load growth is no longer tomorrow’s problem, it’s today’s challenge for the Electric Reliability Council of Texas (ERCOT) and every major grid. In this episode, I sit down at the GCPA to explain how large, flexible loads and smarter market design in Texas are rewriting the rules of grid reliability and cost.
*Key takeaways:*
– Why large loads matter: how gigawatts of new demand change not just capacity but energy-over-time.
– Why the interconnection queue isn’t the whole story: and what actually gets built, where, and when matters.
– Why “flexibility” isn’t fancy jargon: how demand-side resources and big loads help the grid, if markets pay right.
– Why Texas’ experimentation edge counts: why ERCOT and Texas policy matter now for national relevance.
– Why contracts and data-plumbing aren’t sexy, but they’re the gatekeepers — large load finance and settlement systems define what actually gets turned into steel.
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