Declining US power grid reliability could encourage more customers to leave the grid by adopting cheaper storage solutions, including utility-scale batteries. In Texas, growing demand from data centers and other infrastructure is putting additional strain on the grid and fueling discussions about possible limits on new connections. Prediction markets currently assign only a 2% probability to a Texas data center moratorium by the end of 2026. Texas authorities, ERCOT and utilities will be monitored for any regulatory action or requests to pause grid interconnections that could confirm a tightening of the rules.
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