德克萨斯州电力需求可能因数据中心需求激增而四倍增加:ERCOT
Texas Electricity Demand Could Quadruple Due To Soaring Data Center Demand: ERCOT

原始链接: https://www.zerohedge.com/energy/texas-electricity-demand-could-quadruple-due-soaring-data-center-demand-ercot

德克萨斯州大部分地区的电网运营商ERCOT预测,到2032年电力峰值需求将大幅激增,可能达到367,790兆瓦——超过2023年8月创下的85,508兆瓦的现有记录的四倍以上。 这一增长主要得益于数据中心和其他大型客户需求的快速增长。 初步预测纳入了公用事业关于这些大型负载的数据,这是最近通过的立法(SB 6)的要求。 然而,ERCOT本身对预测的准确性表示担忧,认为它可能高估了未来的增长,并要求与德克萨斯州公共事业委员会(PUCT)进行审查。 对2026年夏季的当前预测(90,500-98,000兆瓦)远低于长期预测,凸显了不确定性。 ERCOT旨在完善其预测方法,以确保在德克萨斯州经历异常增长时提供可靠的服务。 关于潜在调整的讨论计划在即将举行的PUCT和ERCOT董事会会议上进行。

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原文

Peak demand in the Electric Reliability Council of Texas (ERCOT) territory could more than quadruple to 367,790 MW by 2032, driven primarily by data centers as well as other large load customers, the grid operator said in a preliminary forecast published Wednesday and noted by Utility Dive.

Source: ERCOT

ERCOT, which serves most of Texas, set its current peak demand record of 85,508 MW in August 2023. 

The forecast is based on ERCOT’s economic forecasts as well as information provided by utilities working with medium and large load customers, including data centers, cryptocurrency mining, industrial and oil and gas processes.

Large-load demand data from utilities was included at the direction of state lawmakers as part of SB 6, which was passed last year, but ERCOT officials told the Public Utility Commission of Texas that it may seek revisions to the forecast.

Source: ERCOT

The grid operator “has concerns with using the preliminary load forecast values for the Reliability Assessment and any other transmission and resource adequacy analysis,” Chad Seely, ERCOT senior vice president of regulatory policy, general counsel and chief compliance officer, told the PUCT in comments on the forecast filed Wednesday.

“ERCOT would prefer to consult with Commission Staff to evaluate whether it is appropriate to seek adjustment of the forecast.”

“Texas is experiencing exceptional growth and development, which is reshaping how large load demand is identified, verified, and incorporated into long-term planning,” ERCOT President and CEO Pablo Vegas said in a statement. “As a result of a changing landscape, we believe this forecast to be higher than expected future load growth.” 

Source: ERCOT

ERCOT’s comments on the forecast noted that the grid operator is currently projecting summer 2026 peak load to range between 90,500 MW and 98,000 MW — significantly more modest than the 112,000 MW forecasted peak demand in the preliminary long-term load forecast.

“We look forward to working with the PUCT on potential adjustments to refine how ERCOT ascertains the most accurate information for load forecasting and ensuring the system reliably and efficiently serves Texans,” Vegas said.

ERCOT staff will discuss the forecast at tomorrow’s PUCT open meeting and at the ERCOT board of directors meeting on April 21.

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