transmission service providers
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 15, 2026 by Nat Bullard · across every show →
Everything said about transmission service providers, oldest first
Jan 15, 2026 bearish
Bullard: Texas electricity demand will land closer to ERCOT's lower 2030 forecast
“The true number is,
Either somewhere in between or much closer to ERCOT's figure.
I mean, ERCOT has the reason for demand, supply balancing, and upkeep, and everything else to get it really, really accurate in energy terms.
But the transmission service prov…”
Jan 15, 2026 neutral
Bullard: Texas 2030 demand forecasts diverge between 1,000 TWh and 1,600 TWh
“ERCOT says, you know what, we could go from, like, a little under 500
Terawatt hours in 2024 to like a thousand by 20 30, right?
So let's call it, you know, up a 110% in that time period.
The transmission service providers on the other hand are like, sorry …”