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Sabah Bayatli

Sabah Bayatli

Aug 17, 2026

10:28
I guess my question for you is: What do you t-- What is your core takeaway from, from seeing those records broken and broken the way that they were?
10:36
I think what we, what we saw in July twenty-second, just a week ago, was really, uh, gave u-gave us the confidence that ERCOT market is structured properly.
10:47
And what I mean is, uh, it-- we are able to bring enough supply To match the, the upcoming load.
10:55
Now, um, w- in the, the next five years, we are talking about huge expectation on the load growth in ERCOT is driven mainly, frankly, because of data centers.
11:05
Data center is probably the primary driver.
11:08
But we also, like in Texas, we are seeing a lot of people opening factories in Texas, we are seeing a lot of onshoring in Texas.
11:14
So I think, uh, for you to be able to bring all these businesses to your state or to your market, you really need to make sure that you are opening the path for the supply to come.

5 MINS LATER

16:38
[laughs]

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