EnergyServ Solutions

My clients are making capital allocation decisions in Texas based on grid reliability assumptions they've held for years. ERCOT just complicated that.

The Texas grid operator published a peak demand projection of 367,790 megawatts by 2032 — four times the all-time high set in August 2023. Data centers account for more than 60% of that figure. ERCOT's own CEO called it "higher than expected future growth." Travis Kavulla, a former utility regulator, called the whole exercise a fool's errand — grid operators can't predict which data centers will actually get built.

The forecast is probably wrong. Nobody disputes that. The question is which direction, and by how much.

For industrial operators in Texas, that's not a theoretical problem. Power pricing, site selection, infrastructure investment — all of it runs on assumptions about what the grid looks like in five years. Right now those assumptions rest on a number the grid operator won't stand behind.

What’s your next move? DM me and let’s talk about it.



https://www.bloomberg.com/news/articles/2026-04-15/texas-sees-power-demand-more-than-tripling-from-record-by-2032?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc3NjQ0MjA5NiwiZXhwIjoxNzc3MDQ2ODk2LCJhcnRpY2xlSWQiOiJUREszNlBLSzNOWkgwMCIsImJjb25uZWN0SWQiOiI0NUFGNzhEOUJBRkU0MUZDQUVFRjFFOTc5RTMzQjI3MyJ9.TQdR-h6eoKu64jSsEZok5VxRW52TX2z-UWJhiuAsNnM

Texas Sees Power Demand More Than Tripling From Record by 2032 The Texas grid operator published a dramatic projection for power demand through 2032, based on proposed data-center construction in the state, implying that peak electricity usage would have to quadruple from current levels.

U.S. utilities plan to spend $1.4 trillion over the next five years just to keep the lights on for AI. Electricity prices are already up 33% since 2019. They're rising faster than inflation. Faster than gas. And we're just getting started.

A single AI data center can consume as much power as an entire city — running 24/7, no seasonality, no slowdown.

Power is the new oil.

The companies that control generation, transmission, and access to the grid are sitting on the most strategic infrastructure of the next decade. The rest of us are going to pay for it — one rate hike at a time.

Utilities Plan to Spend $1.4 Trillion Over Next Five Years to Power AI Boom Soaring spending plans by 51 investor-owned utilities will help patch up the aging power grid and meet rising electricity demand for AI, a new report finds.