I haven't listened to this yet, but I found the notes interesting:
- ERCOT expects 150GW growth by 2030 vs 120GW realistic
- 4CP minimum transmission charge could add 1¢/kWh
- 25,000MW of solar now on Texas grid vs near zero 5 years ago
- Large loads over 75MW subject to remote disconnect
- Bitcoin miners typically curtail at $100/MWh range