Is anybody watching Load development in ERCOT?


ERCOT launched an up to date load development forecast in April together with projections from Transmission Service Suppliers, and the numbers are truthfully type of wild. Curious what others suppose: how possible is that this load development to truly materialize, given drivers like AI information facilities, crypto, industrial enlargement, and many others.? And if it does, what does that imply for buying and selling and political threat of reregulation? Would love to listen to views on each the realism of the forecast and the way merchants are positioning round it.

https://preview.redd.it/n5kghcftlr2f1.png?width=3303&format=png&auto=webp&s=81744976f849397c0a7349d0baaff577de9f4c74

https://www.ercot.com/gridinfo/load/forecast

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