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MISO Long-Term Nodal Insights

LCG, November 12, 2025--LCG Consulting is excited to announce the release of the MISO 2034 Data Model, built from the latest MISO Transmission Expansion Plan (MTEP). This powerful, nodal-level data model offers a forward-looking view of generation, transmission, and load forecasts across the MISO region—empowering energy professionals to explore the grid of the future with confidence.

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Xcel Energy and "Allies" Request Retirement Extension for Comanche Generating Station Unit 2

LCG, November 12, 2025--Xcel Energy, together with the Utility Consumer Advocate (UCA), Colorado Energy Office (CEO), and Trial Staff of the Public Utilities Commission (PUC), filed a petition on November 10 requesting Commission approval to keep Comanche Generating Station Unit 2 available for up to one additional year after its currently planned retirement on December 31, 2025.

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Press Release

New Analysis from LCG Consulting: Where AI is Located Matters – ERCOT 2030 Outlook

LCG, September 19, 2025--Artificial Intelligence and hyperscale data centers are not just driving unprecedented demand growth in ERCOT - they are reshaping the very dynamics of the grid.

In our latest study, we found:

  • ERCOT's 2030 peak demand forecast surged from ~86 GW in 2022 to 138 GW in 2025, with raw projections as high as 208 GW.

  • Locational siting matters: one solar project's curtailment dropped from 45.8% -> 21.5% with a substation shift, while another’s rose from 0.1% -> 15%.

  • Batteries thrive on volatility, not just high prices. Panhandle nodes with frequent swings are attractive for arbitrage.

  • Weather assumptions change everything: using 2023 profiles instead of 2013 increased unserved energy more than 10x.

  • Flat AI loads are reshaping seasonal stress — winter is no longer a "shoulder" season, but a period of peak concern.


The takeaway is clear: It's not just how much demand is added, but where and under what conditions it materializes.

We've summarized our key findings in the image below.

Summary graphic of key findings: demand growth, locational siting, battery opportunities, weather impact, and seasonal stress

For the full report, email us at info@energyonline.com.
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