ERCOT: peak demand grows 25% by 2030

Observed peak demand (GW)

Historical

Modo Energy July 2026

ERCOT LTLF April 2025

ERCOT LTLF May 2025 (Adjusted)

Source: Modo Energy ERCOT Forecast Q3 2026 (Jul-26 fundamentals), ERCOT LTLF 2025

Note: "ERCOT" reflects the LTLF 2025 base case, built from Transmission Service Provider (TSP) submissions. "ERCOT (Adjusted)" reflects ERCOT's own adjustments for expected large load attrition and delays.

MODOENERGY