The Texas Energy and Power Newsletter

Solar Surge: Texas Grid Roundup #88

Brief

Texas solar continues rapid deployment: a Dallas Fed analysis (citing EIA monthly capacity data) found 2025 solar additions matched 2024, and Texas is forecast to add more solar in 2026 even as ERCOT queue cancellations rise and PUC reforms pause.

Why it matters

Federal Reserve Bank of Dallas reported Texas added as much utility‑scale solar capacity in 2025 as in 2024 despite tariffs and federal policy shifts; the report cites EIA monthly capacity data and projects substantially more solar additions in 2026.

Key details

  • Texas Energy & Power (Grid Roundup #88, published 2026-02-13) notes a surge in ERCOT interconnection queue cancellations and that the PUC has slowed large‑load reform while ERCOT implements a new batch interconnection process, affecting timelines for new resources.
Cleaned source text

title: Solar Surge: Texas Grid Roundup #88

author: Texas Energy & Power Media

content_type: article

publication: The Texas Energy and Power Newsletter

published: 2026-02-13T14:27:25

source_url: https://www.texasenergyandpower.com/p/solar-surge-texas-grid-roundup-88

word_count: 452

In this edition: The Fed Reports: Texas solar keeps booming despite tariffs and policy shifts. ERCOT queue cancellations surge as policy and congestion pressures grow. PUC slows large-load reforms while ERCOT sorts out the new batch process. These Grid Roundups – along with the full archives, select episodes of the Energy Capital Podcast (including this one on how batteries are reshaping the grid, with Fluence VP Suzanne Leta ), Reading and Podcast Picks , and more – are for paid subscribers. Subscribe now “Utility-scale solar shines in Texas despite tariffs, federal policy changes” That was the headline last week from the Federal Reserve Bank of Dallas , which put out a powerful report showing that despite anti-energy policies and tariffs, “Texas managed to add just as much solar capacity in 2025 as it did in 2024, although many other states experienced a slowdown.” The report went on to juxtapose projections of growing energy demand in ERCOT and elsewhere with the impact that anti-energy policies will have in meeting those needs. It also emphasized challenges that are constraining growth of other forms of energy. Those realities will continue to buoy solar development in Texas, despite efforts to sink it: “... Nuclear power is experiencing a revival of interest but requires long lead times to bring new capacity online. “Natural gas, abundant in the region, can provide reliable all-day baseload power, unlike solar power. However, the price of new natural gas turbines for power plants has increased considerably in recent years. Orders are also backlogged, limiting how much capacity can be added in the aggregate in the near term. “Reflecting this environment, Texas is anticipated to add substantially more solar capacity than other forms of power in 2026, based on data from the U.S. Energy Information Administration’s monthly survey of generation capacity .” And the report offered a dramatic snapshot of power sources that have come onto the Texas grid in recent years. The Dallas Fed article is yet another reminder that without renewables, Texas could never have

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