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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ICF
ICF International is a consulting firm that has provided advisory services on energy efficiency, grid management, and regulatory policy matters relevant to Texas's electricity infrastructure and datacenter operations.
Referenced in 1 briefingLast referenced: June 26, 2026
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