ERCOT · 2025 Risk · Infrastructure · Population Impact
Bell East–Salado 345kV strained. ~3,000 MW winter import gap. Data center surge driving new peak highs.
Critical · WinterCat-5 scenario: 153 outages modeled. 345kV substations at flood risk. 2.4M customers exposed.
Critical · HurricaneKnob Creek–Salado import constraint. 5,000 MW above summer baseline. TNMP growth accelerating.
High · Winter + GrowthRenewable congestion at max. No major lines since CREZ 2013. 3–5 yr interconnection delays.
High · Congestion25+ GW wind with limited export. Curtailment rising. Topology optimization active.
Moderate · CurtailmentHighest demand density + risk = highest demand-response ROI per customer.
7.8M peopleCedar Park, Hutto, Taylor. Fastest residential growth. Smart-meter ready.
~265K + growingPost-hurricane resilience demand. Customers seeking alternatives. Large TAM.
7.3M people