ERCOT Grid Snapshots: Texas Grid Roundup #89
Our editors break down highlights and insights from the ERCOT Board's most recent meeting.
ERCOT Board meetings provide a wealth of information about the state of the grid; last week’s meeting is no exception.
Below are a dozen or so slides — out of the hundreds presented to the Board last week — that our editors thought were most useful (all the presentations can be found here). If there were other slides or information from the Board meeting you found particularly illuminating, please let us know in the comments.
These Grid Roundups – along with the full archives, select episodes of the Energy Capital Podcast (including this one on how batteries are reshaping the grid, with Fluence VP Suzanne Leta), Reading and Podcast Picks, and more – are for paid subscribers.
Transmission Costs Are Down Per Unit
Overall transmission costs have increased 65% over the last decade (the red bars), but rising energy use has resulted in a lower cost per megawatt-hour (the blue bars). When fixed system costs are spread among more users, per-unit costs decreases.
This is empirically happening in Texas. It will continue as more data centers come online.
Demand and Generation
To drive the point home, ERCOT’s final analysis of 2025 shows that every single month had a higher minimum demand than the corresponding month in 2024.
