Bullard: Texas electricity demand will land closer to ERCOT's lower 2030 forecast
Nat Bullard · 2026 trends: Gas turbines, Texas’ load queue and China electrifies · Jan 15, 2026 · at 41:01
Nat Bullard explains why ERCOT's Texas grid demand forecast is likely more accurate than transmission utilities' significantly higher forecasts.
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“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 providers have every incentive to go as big as possible because that's how they get paid. They get paid to build assets.”
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