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RWE Commissions the 200-MW Stoneridge Solar Project in Texas

LCG, November 26, 2025--RWE announced today the commissioning of the Stoneridge Solar project, located in Milam County, Texas. The project capacity is 200 MW of solar power, plus a battery energy storage system (BESS) that provides 100 MW (200 MWh) of battery storage capacity. The BESS improves the supply of short-term, reliable, affordable electricity in ERCOT.

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Oklo and Siemens Energy Sign Agreement to Accelerate Power Conversion System for New SMR in Idaho

LCG, November 19, 2025--Oklo Inc. and Siemens Energy announced today that the parties have signed a binding contract for the design and delivery of the power conversion system for Oklo’s Aurora-INL (Idaho National Laboratory) nuclear small modular reactor (SMR). The agreement authorizes Siemens Energy to begin engineering and design work to expedite procurement of long-lead components and to initiate the manufacturing process for the power conversion system. Oklo’s expertise in advanced fission technology will be combined with Siemens Energy’s extensive industry experience with steam turbine and generator systems, with the ultimate goal of generating carbon-free, reliable electricity.

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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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