Full Title: 2024 Reliabilty Performance and Regional Risk Assessment
Author(s): Texasre
Publisher(s): Texasre
Publication Date: June 14, 2025
Full Text: Download Resource
Description (excerpt):
Electricity is the key driver of modern life and the foundation of our digital future. The North American BPS faces mounting resource adequacy challenges from surging demand growth to power our increasingly electrified economies combined with thermal generator retirements. The Texas RE/ERCOT Region (hereafter “Region”) is at the forefront of these changes. The Region is forecasting unprecedented load growth that is primarily driven by the integration of large loads associated with new data centers and artificial intelligence (AI) services, as well as increased demand from the oil and gas sectors. ERCOT currently forecasts an additional 70.5 GW of new load could be interconnected to the system by 2028. While the full amount of forecasted load may not materialize, the sheer amount of new demand represents a significant challenge that will require a comprehensive and proactive response to ensure electricity continues reliably flowing to Texans. This report concludes that reserve margin issues associated with large load growth represent an actionable performance trend, and the disorganized integration of large loads constitutes the largest increased risk to the Region.