ERCOT has spent the last few years in a comfortable surplus: low prices, muted volatility, and little need to worry about reserve margins despite the headlines. That era is ending with data center development driving load growth at a pace the market has never seen, and the reserve margin, that once provided a wide buffer, narrowing rapidly. In this webinar, Ascend Analytics will walk through the supply and demand dynamics now reshaping ERCOT's capacity outlook, the conditions under which meaningful price volatility could re-emerge, and what the value prospectus looks like under our latest forecasts.

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