Bullard: Texas 2030 demand forecasts diverge between 1,000 TWh and 1,600 TWh
Nat Bullard · 2026 trends: Gas turbines, Texas’ load queue and China electrifies · Jan 15, 2026 · at 39:52
Nat Bullard discusses divergent Texas electricity load projections between grid operator ERCOT and Transmission Service Providers.
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“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 we expect to go all the way up to about 1600 terawatt hours. We're going to go 240% up from where electricity demand was in the state in 2024.”
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