From January to September 2025, ERCOT’s (The Electric Reliability Council of Texas, which manages about 90% of the state’s load) electricity demand hit 372 TWh, up 5% year-over-year and 23% since 2021, the fastest growth among U.S. grids. Renewables are driving this shift, with solar and wind meeting 36% of demand in the first nine months of 2025:
- Solar output surged to 45 TWh (+50% YoY, a four-fold evolution since 2021).
- Wind reached 87 TWh (+4% YoY, +36% since 2021).
Natural gas, though still the largest source at 43%, plateaued since 2023, with solar’s midday peak (24 GW in summer 2025) reducing its daytime share from 50% (2023) to 37%. Battery storage, newly tracked in 2025, provided 4 GW at 8:00 p.m. in summer, bridging solar gaps.
ERCOT’s demand is projected to rise by 14% by mid-2026, underscoring rapid renewable integration and storage adoption.
