Prediction certainty 4/5 debate potential 3/5

Dell: ERCOT power market volatility will eventually rebound due to load growth

Zach Dell · How Base Power plans to use its fresh $1B · Oct 9, 2025 · at 31:50

Zach Dell is founder and CEO of Base Power, discussing wholesale power market volatility cycles in Texas's ERCOT grid.

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“When volatility is high, people want to build a lot of batteries, and a lot of batteries presumably dampen volatility, and when volatility is low, people don't want to build a lot of batteries... Load growth is likely to still march up. Solar additions are likely to still march up. And so eventually, The market snaps back, right?”

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