Sean McAvoy of GridBeyond analyzes historical battery revenue trajectories in ERCOT after substantial new storage capacity flooded the grid.
Prediction Open · timeframe Mar 2028
McAvoy: ERCOT battery storage prices will rebound within two years
“And so we see cyclically in another couple of years, the prices will start to come back in ERCOT and people will start to make money again.”
Opinion
McAvoy: Sustainability is no longer top priority for US energy buyers
“Like, sustainability was number one on everyone's list. In the U.S., it is not anymore.”
Assertion Not checkable as stated
McAvoy: LLM training data centers can easily curtail power, unlike inference centers
“They are doing large language model training.
They're doing batch processing.
They're not real-time
Critical.
They're not doing inferencing AI in those data centers, and you can curtail those data centers, like, very very easily, but when you're talking about,…”
Opinion
McAvoy: Solar and storage alone cannot fully power data centers
“They're not the answer. They are supplemental energy that can help, and they're kind of filling a gap until, you know, more jet generation comes online, and depends on what form of that jet generation can be.”
Assertion Supported
McAvoy: Data centers are funding off-site batteries to speed up grid interconnection
“We are seeing data centers like, you know, and even retail Energy providers who are coming to a utility hand in hand and saying, look, we want to put a data center here. I'm the retail energy provider. I'm going to provide this data center with energy. I neede…”
Prediction Not checkable as stated
McAvoy: Scramble to power data centers will probably last three years
“So you were going through this kind of like chaotic phase at the moment, and it'll last for like probably like three years where whatever you can put together to get yourself online, you are going to do it.”