Utilities, traders, and developers are adding load faster than the system can add wires. Forecasting teams are rebuilding their assumptions quarterly. Trading desks are pricing risk that didn't exist three years ago.

At the same time, transmission planning and electricity market design have not moved at the same speed.

The interconnection queue data shows the gap. ERCOT is tracking roughly 474 GW of large load seeking interconnection, ~90% data centers - more than its 463 GW generation queue, on a grid that peaks in the mid-80s.

Load growth is no longer the forecasting problem. Delivery is. So what actually closes the gap?

Not more forecasts. That means modeling load growth, transmission constraints, and price volatility in one platform - rather than in separate models, run by different teams, on timelines (short-term, medium-term, and long-term) that never align.

That is the conversation I'm joining at Energy Trading Week Americas, October 27–28 at The Woodlands Waterway Marriott, Houston, TX.

I'll be speaking on the panel "Riding the Rocket: Aligning the Industry to Navigate Massive Load Growth, Embedded Congestion and Increased Volatility."