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Goldman Flags Tightening Power Grid In Texas Amid Rapid Data Center Growth

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%...
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