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Texas has hit a new peak demand record for electricity and is projected to face an 80% supply shortfall by 2030, with peak demand in the ERCOT territory potentially reaching 120 GW.
The Electric Reliability Council of Texas (ERCOT) has flagged a rising risk of Spain-style blackouts due to the potential for Boston-sized data center loads to trip offline, raising concerns about grid stability.
Data centers are projected to drive a significant surge in US electricity demand, accounting for half of all growth in 2025. Texas's grid operator, ERCOT, warns that the state's electricity demand could quadruple due to this soaring data center expansion.
Keefe Bruyette maintains a positive outlook on CleanSpark's (CLSK) Sealy Project, despite uncertainty surrounding the ERCOT batch study.
Rosenblatt has reiterated its 'Buy' rating for Hut 8, projecting a 23% upside for the stock despite delays from ERCOT.
Vistra has announced the addition of 4.5 gigawatts of capacity, a move that aligns with 'reasonable' forecasts for the PJM and ERCOT energy markets.
The Athanor trial is focusing on the personalities of four former military personnel from the DGSE's Action Service, whose fates changed in 2020 after accepting a contract, with the discreet shadow of the DGSE looming over the proceedings.
CenterPoint Energy has detailed a $1.2 billion increase in its capital plan, which includes 14 GW of projects expected to be eligible for ERCOT's Batch Zero initiative.
During the Athanor trial, leaders of France's DGSE intelligence agency faced questioning regarding whether soldiers from Cercottes genuinely believed they were carrying out an execution mission for…
NRG Energy has been reinstated with an 'Outperform' rating by Evercore, citing the company's strong position to capitalize on the tight ERCOT balance.