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🦜 Doug Lewin / @douglewinenergy

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Posts: 40

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RT by @douglewinenergy: Solar + batteries! Texas is one of the few places in the U.S. really doing all of the above energy investment and as a result they’re building tons of wind and solar.

Published: July 24, 2026 13:47

Solar + batteries! Texas is one of the few places in the U.S. really doing all of the above energy investment and as a result they’re building tons of wind and solar. Doug Lewin (@douglewinenergy) Air conditioning demand in extreme Texas heat pushed the…

RT by @douglewinenergy: These demand numbers from Texas are wild. 91 GW peak compared to an all-time peak of about 53 GW in California, which has a lot more people. Texas has much more air-conditioning and industrial demand is higher.

Published: July 24, 2026 03:37

These demand numbers from Texas are wild. 91 GW peak compared to an all-time peak of about 53 GW in California, which has a lot more people. Texas has much more air-conditioning and industrial demand is higher. Doug Lewin (@douglewinenergy) Air…

RT by @douglewinenergy: Sitting at the Energy Investment Forum in Dallas listening to panels on the next wave of data center buildout while ERCOT quietly shatters its demand record with 20 GW to spare. The bear case on Texas grid capacity keeps getting falsified in real time. Load growth is coming here because it can. @EIF_Global

Published: July 23, 2026 19:03

Sitting at the Energy Investment Forum in Dallas listening to panels on the next wave of data center buildout while ERCOT quietly shatters its demand record with 20 GW to spare. The bear case on Texas grid capacity keeps getting falsified in real time.…

RT by @douglewinenergy: Extreme heat + humidity pushed Texas need to stay cool/energy demand to all time levels. Another all-time record: solar generation that helped to handle that never-before-seen demand. Great thread/details from Doug on what happened & how it all was handled ⤵️

Published: July 23, 2026 18:00

Extreme heat + humidity pushed Texas need to stay cool/energy demand to all time levels. Another all-time record: solar generation that helped to handle that never-before-seen demand. Great thread/details from Doug on what happened & how it all was…

RT by @douglewinenergy: I am going to keep reposting this content.

Published: July 23, 2026 16:04

I am going to keep reposting this content. Doug Lewin (@douglewinenergy) We did in fact set a new battery record in Texas last night. Two years ago when the grid reached a new 5-minute peak demand record, we had nearly 4,000 megawatts of batteries…

RT by @douglewinenergy: Great thread. TLDR: record demand in Texas, plenty of capacity and prices stayed low, thanks to all the #solar and #BESS installed in the last few years.

Published: July 23, 2026 15:01

Great thread. TLDR: record demand in Texas, plenty of capacity and prices stayed low, thanks to all the #solar and #BESS installed in the last few years. Doug Lewin (@douglewinenergy) Air conditioning demand in extreme Texas heat pushed the ERCOT grid…

RT by @douglewinenergy: Texas shattered its all-time demand record yesterday hitting 91 GW. Was there an energy shortage? Nope. There was a capacity SURPLUS of 20+ GW! If you want to see what Energy Abundance looks like in practice, Texas has it and it’s beautiful. Texas is the future.

Published: July 23, 2026 14:21

Texas shattered its all-time demand record yesterday hitting 91 GW. Was there an energy shortage? Nope. There was a capacity SURPLUS of 20+ GW! If you want to see what Energy Abundance looks like in practice, Texas has it and it’s beautiful. Texas is…

We did in fact set a new battery record in Texas last night. Two years ago when the grid reached a new 5-minute peak demand record, we had nearly 4,000 megawatts of batteries deployed. Last night it was nearly 12,000, a 3x increase in 2 years! #txlege #txenergy

Published: July 23, 2026 14:18

We did in fact set a new battery record in Texas last night. Two years ago when the grid reached a new 5-minute peak demand record, we had nearly 4,000 megawatts of batteries deployed. Last night it was nearly 12,000, a 3x increase in 2 years! #txlege…

RT by @douglewinenergy: Texans were able to run their ACs yesterday thanks to solar energy expansion. Truly remarkable. #txlege

Published: July 23, 2026 12:56

Texans were able to run their ACs yesterday thanks to solar energy expansion. Truly remarkable. #txlege Doug Lewin (@douglewinenergy) Air conditioning demand in extreme Texas heat pushed the ERCOT grid beyond 91 gigawatts today. Before yesterday, we…

RT by @douglewinenergy: This is a massive improvement. All-time energy used and not a single rolling brown out. WE AINT DONE YET, THOUGH!

Published: July 23, 2026 12:27

This is a massive improvement. All-time energy used and not a single rolling brown out. WE AINT DONE YET, THOUGH! Doug Lewin (@douglewinenergy) Air conditioning demand in extreme Texas heat pushed the ERCOT grid beyond 91 gigawatts today. Before…

RT by @douglewinenergy: The Texas power grid continues to fascinate us every day. Working towards building true energy abundance (in the right way) is a privilege! 🙏

Published: July 23, 2026 12:22

The Texas power grid continues to fascinate us every day. Working towards building true energy abundance (in the right way) is a privilege! 🙏 Doug Lewin (@douglewinenergy) Air conditioning demand in extreme Texas heat pushed the ERCOT grid beyond 91…

RT by @douglewinenergy: Truly love / miss the Doug Lewin updates and his Substack on ERCOT, which has become less frequent since he got busy @Google. The takeaway here is pretty simple - this all-time record today was +17 GW higher than the summer peak of 2021. Max solar output was +27 GW, per @johnarnold. Adding batteries + solar + all forms of energy is, in fact, extremely good for the grid.

Published: July 23, 2026 04:56

Truly love / miss the Doug Lewin updates and his Substack on ERCOT, which has become less frequent since he got busy @Google. The takeaway here is pretty simple - this all-time record today was +17 GW higher than the summer peak of 2021. Max solar output…

RT by @douglewinenergy: Update from Texas: "despite the highest demand ever and the highest net peak demand ever, there were no grid issues and prices stayed below $250 per megawatt-hour: wholesale prices were 95% below the cap."

Published: July 23, 2026 03:20

Update from Texas: "despite the highest demand ever and the highest net peak demand ever, there were no grid issues and prices stayed below $250 per megawatt-hour: wholesale prices were 95% below the cap." Doug Lewin (@douglewinenergy) Air conditioning…

RT by @douglewinenergy: 🥵 Here's some of the max heat index readings from today, which reached as high as 120°! 🥵 #txwx #dfwwx #texomawx #ctxwx

Published: July 22, 2026 23:15

🥵 Here's some of the max heat index readings from today, which reached as high as 120°! 🥵 #txwx #dfwwx #texomawx #ctxwx

R to @douglewinenergy: I would not be surprised to see a new net load record, higher wholesale prices, *and* a new battery record this evening but we'll see soon enough! We already have the new demand record and first time ever over 90 gigawatts. It's an extraordinary day on the ERCOT grid. End/đź§µ

Published: July 22, 2026 22:57

I would not be surprised to see a new net load record, higher wholesale prices, *and* a new battery record this evening but we'll see soon enough! We already have the new demand record and first time ever over 90 gigawatts. It's an extraordinary day on the…

R to @douglewinenergy: Wind production is also expected to be higher today than yesterday, likely offsetting the loss of some of the gas & coal units. (Ofc, the inverse is true, thermal plants' higher availability yestereday helped make up for lower wind). It's a system, and each resource contributes.

Published: July 22, 2026 22:55

Wind production is also expected to be higher today than yesterday, likely offsetting the loss of some of the gas & coal units. (Ofc, the inverse is true, thermal plants' higher availability yestereday helped make up for lower wind). It's a system, and…

R to @douglewinenergy: One thing the net peak load metric doesn't account for is gas & coal plant outages which are 40% higher today than yesterday. We need a new metric that accounts for demand, wind + solar output, *and* thermal generation outages. That would be a better barometer of grid risk. 6/

Published: July 22, 2026 22:53

One thing the net peak load metric doesn't account for is gas & coal plant outages which are 40% higher today than yesterday. We need a new metric that accounts for demand, wind + solar output, *and* thermal generation outages. That would be a better…

R to @douglewinenergy: Batteries deployed over 10 gigawatts as the sun went down. It was only the 7th time batteries exceeded 10GW of discharge—five have been in July 2026. It's almost certain tonight will be the 8th, and it's possible we'll get a new battery record. 5/

Published: July 22, 2026 22:43

Batteries deployed over 10 gigawatts as the sun went down. It was only the 7th time batteries exceeded 10GW of discharge—five have been in July 2026. It's almost certain tonight will be the 8th, and it's possible we'll get a new battery record. 5/

R to @douglewinenergy: But despite the highest demand ever and the highest net peak demand ever, there were no grid issues and prices stayed below $250 per megawatt-hour: wholesale prices were 95% below the cap. Absolutely incredible. Batteries played a massive role in keeping prices low... 4/

Published: July 22, 2026 22:39

But despite the highest demand ever and the highest net peak demand ever, there were no grid issues and prices stayed below $250 per megawatt-hour: wholesale prices were 95% below the cap. Absolutely incredible. Batteries played a massive role in keeping…

RT by @douglewinenergy: ERCOT is setting an all-time demand record today at 91 GW, which is +17 GW vs the summer peak in 2021. But over the same period, maximum solar output is +27 GW. Add in the massive battery buildout, and wholesale power prices are actually lower now than they were 5 years ago.

Published: July 22, 2026 22:37

ERCOT is setting an all-time demand record today at 91 GW, which is +17 GW vs the summer peak in 2021. But over the same period, maximum solar output is +27 GW. Add in the massive battery buildout, and wholesale power prices are actually lower now than…

R to @douglewinenergy: ... it was the highest net load day ever. That's peak demand (all the use across ERCOT added together) minus wind and solar output. That record was also demolished by 3.5 gigawatts (more than Austin Energy's peak demand, for a sense of scale). 3/ https://www.gridstatus.io/records/ercot?record=Maximum%20Net%20Load

Published: July 22, 2026 22:35

... it was the highest net load day ever. That's peak demand (all the use across ERCOT added together) minus wind and solar output. That record was also demolished by 3.5 gigawatts (more than Austin Energy's peak demand, for a sense of scale). 3/ …

R to @douglewinenergy: Yesterday was notable not only for the all-time demand record (broken again today) and all-time solar record as detailed below, but also... (cont.)

Published: July 22, 2026 22:32

Yesterday was notable not only for the all-time demand record (broken again today) and all-time solar record as detailed below, but also... (cont.) Doug Lewin (@douglewinenergy) Two Texas grid records today: Highest demand ever: 87, 340 megawatts at…

Air conditioning demand in extreme Texas heat pushed the ERCOT grid beyond 91 gigawatts today. Before yesterday, we had never exceeded 86 GW so this record shatters the old one. Note there was >20 GW of buffer, no energy emergency, no conservation call. #txlege #txenergy 1/

Published: July 22, 2026 22:31

Air conditioning demand in extreme Texas heat pushed the ERCOT grid beyond 91 gigawatts today. Before yesterday, we had never exceeded 86 GW so this record shatters the old one. Note there was >20 GW of buffer, no energy emergency, no conservation call.…

RT by @douglewinenergy: 🥵 The heat is on! DFW & Waco both reached a high temperature of 106° degrees today, which is the hottest day since August 2024 🥵 #txwx #dfwwx

Published: July 22, 2026 22:18

🥵 The heat is on! DFW & Waco both reached a high temperature of 106° degrees today, which is the hottest day since August 2024 🥵 #txwx #dfwwx

RT by @douglewinenergy: ERCOT set a peak demand record exceeding 90 GW. Incredible. But batteries are still charging and prices are low.

Published: July 22, 2026 20:55

ERCOT set a peak demand record exceeding 90 GW. Incredible. But batteries are still charging and prices are low.

RT by @douglewinenergy: ERCOT just broke it's all-time power demand record for the second day in a row. For the first time ever, the Texas stand-alone grid has passed 90k megawatts of demand. Plenty of reserves.

Published: July 22, 2026 20:42

ERCOT just broke it's all-time power demand record for the second day in a row. For the first time ever, the Texas stand-alone grid has passed 90k megawatts of demand. Plenty of reserves.

RT by @douglewinenergy: Wednesday brings the hottest weather so far of the summer for the Austin-area. 106 would tie the daily record at Camp Mabry. Y’all stay cool!

Published: July 22, 2026 02:11

Wednesday brings the hottest weather so far of the summer for the Austin-area. 106 would tie the daily record at Camp Mabry. Y’all stay cool!

RT by @douglewinenergy: Tough day for solar haters. It’s a good thing it’s part of our grid mix.

Published: July 22, 2026 00:05

Tough day for solar haters. It’s a good thing it’s part of our grid mix. Doug Lewin (@douglewinenergy) The all-time power demand record in Texas held today. We got within ~300 megawatts of it. ERCOT forecasts 90 gigawatts of demand Wed. but >30GW of…

R to @douglewinenergy: Despite record demand in Texas, not only were there no energy emergencies or calls for conservation, there was abundant surplus energy available—so much so that wholesale power prices were extremely low. Solar plays a massive role in driving prices lower. #txlege

Published: July 21, 2026 22:02

Despite record demand in Texas, not only were there no energy emergencies or calls for conservation, there was abundant surplus energy available—so much so that wholesale power prices were extremely low. Solar plays a massive role in driving prices…

Two Texas grid records today: Highest demand ever: 87, 340 megawatts at 4:45pm CT (beating the record by nearly 2 GW) New solar record at 34,665 MW The two go together! When it's extremely hot, as it often is in Texas, demand and solar production both shoot upward. #txenergy 1/

Published: July 21, 2026 22:02

Two Texas grid records today: Highest demand ever: 87, 340 megawatts at 4:45pm CT (beating the record by nearly 2 GW) New solar record at 34,665 MW The two go together! When it's extremely hot, as it often is in Texas, demand and solar production both…

R to @grid_status: The other two were set August 10, 2023 and can be seen on ERCOT's "Demand and Energy Reports" here https://www.ercot.com/news/presentations

Published: July 21, 2026 00:04

The other two were set August 10, 2023 and can be seen on ERCOT's "Demand and Energy Reports" here ercot.com/news/presentations

R to @grid_status: The instantaneous record of 85,931 was set August 20, 2024 and can be seen at the link below. Today was 3rd all time in that metric https://www.gridstatus.io/records/ercot?record=Maximum%20Load

Published: July 21, 2026 00:03

The instantaneous record of 85,931 was set August 20, 2024 and can be seen at the link below. Today was 3rd all time in that metric gridstatus.io/records/ercot?…

R to @douglewinenergy: A quick word on records. They are measured 3 ways: (1) 5 minute or instantaneous record: 85,931 megawatts (this is how @grid_status reports it) (2) a 15 minute record: 85,637 as reported by @ERCOT_ISO (3) a one-hour record (the most often cited, also from ERCOT): 85,508. 2/

Published: July 21, 2026 00:01

A quick word on records. They are measured 3 ways: (1) 5 minute or instantaneous record: 85,931 megawatts (this is how @grid_status reports it) (2) a 15 minute record: 85,637 as reported by @ERCOT_ISO (3) a one-hour record (the most often cited, also from…

The all-time power demand record in Texas held today. We got within ~300 megawatts of it. ERCOT forecasts 90 gigawatts of demand Wed. but >30GW of spare capacity thanks to massive amounts of solar power. Today was #5 all-time for solar as it generated >35% most of the day. 1/

Published: July 20, 2026 23:58

The all-time power demand record in Texas held today. We got within ~300 megawatts of it. ERCOT forecasts 90 gigawatts of demand Wed. but >30GW of spare capacity thanks to massive amounts of solar power. Today was #5 all-time for solar as it generated >35%…

RT by @douglewinenergy: Texas' bite of the U.S. microchip industry is growing thanks to federal and state incentives: https://www.texastribune.org/2026/07/20/texas-semiconductor-chips-texas-instruments-nvidia-elon-musk/

Published: July 20, 2026 21:18

Texas' bite of the U.S. microchip industry is growing thanks to federal and state incentives: texastribune.org/2026/07/20/…

The most electricity ever used in Texas is 85.5 gigawatts. ERCOT forecasts higher demand *every day* this week, with the highest peak expected Wed. at an astounding 89 GW. Supply is expected to exceed demand by >30 GW with solar at or near record levels. #txlege #txenergy

Published: July 19, 2026 22:12

The most electricity ever used in Texas is 85.5 gigawatts. ERCOT forecasts higher demand *every day* this week, with the highest peak expected Wed. at an astounding 89 GW. Supply is expected to exceed demand by >30 GW with solar at or near record levels.…

R to @douglewinenergy: Texas actually grew 27TWh in 2025 (more than the 17% cited on the slide), or 5.8%, according to ERCOT. This is the way to lower energy costs: control the peaks, fill in the valleys. It's how the electric industry expanded rapidly from its beginning through the 1960's. 3/end đź§µ

Published: July 17, 2026 21:23

Texas actually grew 27TWh in 2025 (more than the 17% cited on the slide), or 5.8%, according to ERCOT. This is the way to lower energy costs: control the peaks, fill in the valleys. It's how the electric industry expanded rapidly from its beginning…

ERCOT is half the size of PJM and has added 2.5x the amout of power generation over the last four years. PJM could take some lessons from ERCOT, as Tyler explains below. Rising demand is also part of the formula for lowering power costs... (cont.) 1/đź§µ #txenergy

Published: July 17, 2026 21:23

ERCOT is half the size of PJM and has added 2.5x the amout of power generation over the last four years. PJM could take some lessons from ERCOT, as Tyler explains below. Rising demand is also part of the formula for lowering power costs... (cont.) 1/🧵…

R to @douglewinenergy: See the note on the bottom right: Texas' energy *use* is up ~25-30% (GWh) while peak (GW) is up only ~15%. That's a big part of the way to lower power bills: have peaks rise slower than overall enegy use. And Texas actually grew faster than this... 2/

Published: July 17, 2026 21:23

See the note on the bottom right: Texas' energy *use* is up ~25-30% (GWh) while peak (GW) is up only ~15%. That's a big part of the way to lower power bills: have peaks rise slower than overall enegy use. And Texas actually grew faster than this... 2/

RT by @douglewinenergy: The National Water Center has updated the Key Messages for catastrophic flooding impacts across portions south-central Texas. More info: https://water.noaa.gov #flooding #TXwx

Published: July 16, 2026 20:45

The National Water Center has updated the Key Messages for catastrophic flooding impacts across portions south-central Texas. More info: water.noaa.gov #flooding #TXwx