Lingering risks
Still, uncertainty remains over the coming months, with volatility in polar weather patterns making winter conditions harder to gauge, according to a Dec. 9 ERCOT report. Officials cited recent instability in the Polar Vortex, an Arctic stream of cold air that can push south when it weakens.
ERCOT CEO Pablo Vegas said at a recent ERCOT board meeting that while renewable energy generationThe process of creating electricity. — mainly solar powerThe conversion of sunlight into electricity using photovolta... — has grown rapidly in recent years, its unavailability during the hours of highest winter demand creates a vulnerability.
“Winter still represents the higher risk period in the ERCOT market, because fewer of these resources that are being added are available during the winter peak periods, which tend to be in the mornings, before the sun rises, or in the early evenings, right after it sets,” Vegas said.
The rise in battery capacityThe maximum amount of power an energy source can physically ... over the last two years is perhaps the most significant factor affecting grid stability. The storage capacity of large-scale batteries has nearly quadrupled since December 2023, and recently overtook coal power.
Rhodes said that while solar generation generally diminishes during peak hours in winter, batteries are well-positioned to pick up the slack. Those generally occur in the morning hours in winter, when people wake up and begin consuming more electricity before solar power can generate significant power.
“They’re dispatchable. They can be called on whenever,” Rhodes said.
The Legislature enacted weatherization rules after the 2021 freeze. ERCOT has seen compliance with its weather-hardening rules jump since the program was implemented.
Now, few power plants are found out of compliance, and Vegas said that most of those can correct issues quickly.
“The weatherization program is one of the best defenses we have against extreme weather, and the industry has been responding to those requirements very well,” Vegas said in an interview.