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Texas Large Load Queue Continues Phenomenal Growth, Texas Grid Roundup #83
Large load queue hits 225 gigawatts with no signs of slowing down; PUC staff files discussion draft on large load interconnection; ERCOT board to…
23 hrs ago
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Doug Lewin
17
1
November 2025
Renewable Growth Outpaces Demand, Reading & Podcast Picks, November 30, 2025
Solar and wind outpace demand growth; a great overview of data center rules in Texas; a Texas Energy Fund update; podcasts on electrotech and the need…
Nov 30
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Doug Lewin
and
Emma Hamilton
28
2
Replay: Using Wasted Energy to Power AI with Crusoe's Cully Cavness
A Thanksgiving-week repost of one of our most hopeful conversations, revisited in light of Crusoe’s surge in growth, investment, and impact across…
Nov 26
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Doug Lewin
and
Nathan Peavey
5
1
56:10
Texas Demand Growth Highest in the US, Reading & Podcast Picks, November 23, 2025
Texas demand expected to rise even more than PJM on data center and broader industrial demand; permitting reform bill advances; NERC issues winter…
Nov 23
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Doug Lewin
13
1
2
How AI Data Centers Can Go From Villain to Hero with Varun Sivaram
Two grid paths for AI data centers: drive bills higher and add stress to the grid, or reduce costs and outage risks by becoming flexible grid assets and…
Nov 19
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Doug Lewin
and
Nathan Peavey
8
3
54:57
A Texas Flex, Reading & Podcast Picks, November 16, 2025
More AI data centers coming to Texas and it's only the beginning; distributed flexibility markets & DERs are a solution to multiple energy problems; gas…
Nov 16
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Doug Lewin
and
Emma Hamilton
22
1
An Expensive and Unnecessary Capacity Market
Tomorrow the PUC will discuss a new ERCOT proposal, called DRRS Plus, to establish a capacity market. There are far less expensive and more effective…
Nov 13
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Doug Lewin
34
5
It's Going to Happen First in Texas with Nat Bullard (Part 2)
In Part 2 of my conversation with Nat Bullard, we talk about the rise of batteries in Texas, the Texas Energy Fund, the value of distributed energy…
Nov 12
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Doug Lewin
and
Nathan Peavey
7
1
38:31
Texas Key to US Competition with China, Reading & Podcast Picks, November 9, 2025
Texas solar projects at risk while China speeds ahead; affordability takes center stage; a new flexibility proposal at ERCOT; Texas' potential as a…
Nov 9
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Doug Lewin
and
Emma Hamilton
15
1
Information Is Infrastructure with Nat Bullard (Part 1)
Halcyon Co-Founder Nat Bullard on his annual presentation, his venture to bring order to the chaos of regulatory filings, the global EV market, gas…
Nov 5
•
Doug Lewin
and
Nathan Peavey
8
40:20
Texas Lags Severely on Residential Demand Response Capability, Grid Roundup #82
PUC staff recommends lower profits than Oncor requested but higher than they currently receive; another 1.3 gigawatts of solar + storage online in…
Nov 4
•
Doug Lewin
18
1
Proposed Rate Increase Faces Opposition in Texas: Reading & Podcast Picks, November 2, 2025
Human-centered AI; Hayek's knowledge problem applied to electricity; Oncor's massive rate increase proposal; Bill Gates' note; why Texas keeps building…
Nov 2
•
Doug Lewin
12
2
1
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