Dominguez称ERCOT疲软源于电池早于数据中心负荷并网,随着数据中心建成市场将趋紧。
我们在得州看到的正是我们完全预料到的情形。电池储能等比负荷更早并网。我认为随着数据中心建成,市场将趋紧并大致达到平衡。原文 (en)
What we're seeing in Texas is what we fully anticipated. The battery storage and other things you're talking about started earlier, they're arriving on the grid earlier than the load is. I think the market will start to tighten up as the data centers get built and you start to see the market come into more or less equilibrium.