June 26, 2026
Five Tests Now Separate Real Load From Speculation in TexasICF projects 21% demand growth by 2030, but reserve margins in ERCOT and PJM are already gone, and Rob Gramlich of Grid Strategies calls it plainly a grid delivery problem.
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Grid Strategies
# Grid Strategies Grid Strategies is a consulting firm that has provided advisory services on electricity market issues and grid infrastructure policy relevant to Texas energy markets.
Referenced in 2 briefingsLast referenced: June 26, 2026
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February 7, 2026
Geothermal Goes to Wall Street as Texas Grid Planners Face Record Demand ChallengesGrid Strategies downgraded Texas's transmission planning score from D+ to D-, the worst trajectory of any U.S. region, just as ERCOT's Winter Storm Fern performance showed that post-Uri weatherization investments are paying off operationally.
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