SRE · 8-K · 20260806PR000043

Data Center / Load Growth

SEMPRA · 2026-08-06 · Importance 64 · Surprise 42 · In source text

Texas is experiencing unprecedented electric-demand growth, with ERCOT setting a new all-time peak load of 91 GW in July 2026. ERCOT endorsed high-voltage transmission projects requiring more than $7 billion of incremental investment to support approximately 16 GW of new electric demand, with anticipated in-service dates from 2026 to 2034. Oncor has approximately 44 GW of large-load requests eligible as base or studied load, including 8 GW of existing interconnected large load ramping toward authorized capacity; if fully realized, these requests would represent more than 140% growth relative to Oncor’s current 31 GW system peak load.

Key facts

• The referenced 44 GW of large-load requests would represent over 140% growth relative to Oncor’s current system peak load of 31 GW if fully realized. source
• Approximately 44 GW of large-load requests in Oncor's service territory are expected to be eligible as base or studied load under ERCOT’s Batch Zero process, consisting of approximately 27 GW of base load and 17 GW of studied load, and including 8 GW of existing interconnected large load ramping up to authorized capacity. source
• ERCOT set a new all-time peak load of 91 gigawatts (GW) in July 2026. source

Impact estimates