The ERCOT Market faces an incoming wave of data centers and other large energy users, driving projected peak load to reach 217 GW by 2030, an increase from 89 GW system capacity in 2025. Those seeking to take advantage of this Texas-sized opportunity will face significant headwinds. The OBBBA is complicating the financing of renewable energy and storage projects, supply chain issues are slowing thermal projects, while SB 6 could potentially reduce demand growth by data centers. All projects will depend on the energy-only ERCOT market to deliver the price signals needed to trigger development and obtain financing. But fundamental shifts are coming regarding ERCOT’s market: the newly launched RTC+B program and the implementation of a slew of legislative mandated programs could significantly change the risks, rewards, and profitability of market participants. Massive investments are needed to meet projected demand, but how will market participants be able to assess how these market changes will affect power prices and identify their best opportunities to profit?

Infocast’s ERCOT Market Summit will provide an unparalleled deep dive into these changes and the direction they will drive the market. A stellar group of policymakers will gather with utility, renewable energy, IPP, storage, finance, large energy users, and trading executives to explore how to harmonize a plethora of new products, services and programs aimed at addressing resource adequacy, reliability, and development of a more diverse generation fleet, without drastically increasing costs to consumers. They will discuss some of the underlying fears in a market pacing the world in energy transition, such as whether adequate spinning reserves are being maintained to avoid issues recently seen in Spain and how to best meet the shifting needs of commercial, industrial and retail customers.