电力负荷将从何而来？预测美国电力需求增长.pdf

1、CONFIDENTIALPUBLICCONFIDENTIALPUBLICEnergy Storage Summit USAWhere will the Load come from?Forecasting US Power Demand Growth Chad SeelyERCOT Senior Vice President,Regulatory Policy,General Counsel,and Chief Compliance OfficerMarch 24,2026PUBLICERCOT Facts27+million customers in the ERCOT Region$14

2、billion Transmission projects endorsed in 20251,460+generating units,including PUNs1,928+active Market Participants that generate,move,buy,sell,or use wholesale electricity Summer 2026 Installed CapacityThe sum of the percentages may not equal 100%due to rounding.*Other includes biomass and Direct C

3、urrent Tie capacity.2025 Energy Use*Other includes solar,hydro,petroleum coke(pet coke),biomass,landfill gas,distillate fuel oil,net DC-tie and Block Load Transfer imports/exports and an adjustment for wholesale storage load.2Other*-0.1%Natural Gas41.1%Wind23.6%Coal12.9%Solar13.9%Nuclear 8.6%Natural

4、 Gas37.5%Wind22.4%Coal7.6%Solar19.7%Nuclear 2.9%Storage 8.6%Other*1.0%Hydro 0.3%Reflects operational installed capacity for Summer 2026 based on December 2025 Capacity,Demand and Reserves report.PUBLICERCOT RecordsPeak DemandRecord85,508 MW(August 10,2023)WeekendPeak Demand Record85,116 MW(August 20

5、,2023)Expected Capacity for Summer 2026 104,850+MWPeak Demand(December 2025 Capacity,Demand and Reserves report)1 MW of electricity is enough to serve about 250 residential customers during ERCOT peak hours.Wind,Solar&Energy Storage by the numbers40,719 MWof installed wind capacity as of December 20

6、25,the most of any state in the nation28,751 MWGeneration Record(March 14,2026)69.15%Penetration Record(April 10,2022)37,824 MWof utility-scale installed solar capacity as of March 202632,362 MWGeneration Record(March 13,2026)66.32%Penetration Record(March 13,2026)18,795 MWof installed energy storag