2025 High Renewables Sensitivity

1 min. readlast update: 05.22.2025

Pexapark’s 2025 High Renewables Buildout sensitivity sources assumptions from ERCOT’s long term load forecast and resource adequacy reports. We use these publicly available datasets to ensure that the outcomes of our model are entirely objective and transparent.  

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ERCOT assumes that peak load will grow up to 62% between 2025 and 2030. A significant amount of this load will come from data centers, crypto, hydrogen, and the electrification of oil & gas extraction. 

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On the supply-side, this case assumes that nearly all renewables and BESS projects with signed interconnection agreements do interconnect to the grid within 1 year of expected COD. For years beyond the interconnection queue, we extrapolate consistent continued growth for wind, solar, and BESS. 

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Summary of all supply and demand assumptions: 

Year Solar Wind BESS Avg Demand Peak Demand
2025 35.7 40.9 18.3 55.5 85.4
2026 51.8 42.6 29.3 63.7 94.2
2027 68.6 46.7 37.5 74 103.7
2028 71.9 50 38.7 90.5 120.9
2029 75.4 53.6 40.1 101.5 127.9
2030 79 57.4 41.5 112.3 138
2031 82.8 61.5 42.9 118.5 143.4
2032 86.8 65.9 44.4 123.1 146.9
2033 91 70.5 45.9 125.4 147.5

 

Sources: 

Load: 2025 Long Term Load Forecast https://www.ercot.com/gridinfo/load/forecast  

Renewables: Resource Capacity Trends Report https://www.ercot.com/gridinfo/resource  

 

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