Powering the Data Center Boom: Navigating ERCOT's Evolving PPA Landscape

The data center industry is experiencing unprecedented expansion, driven by the surge in AI, cloud computing, and hyperscale operations. This explosive growth is creating massive new demand for energy, cooling, and supporting infrastructure - especially in power markets like ERCOT.

Join industry experts Stefanie Williams, Senior Research Analyst at S&P Global, and Bruno Brunetti, Head of Renewables Revenue Stream at S&P Global, for an in-depth discussion on how this data center boom is reshaping power purchase agreement (PPA) volumes, pricing dynamics, and contract structures in ERCOT.

Stefanie will provide the latest insights on the data center industry's rapid expansion and its implications for the power sector. Bruno will then dive deep into ERCOT, sharing S&P's analysis on:

• The outlook for renewable energy procurement and PPA pricing in the region
• How evolving sustainability and Scope 2 reporting frameworks are impacting PPA considerations
• New factors like AI-driven load growth that are reshaping PPA valuation and contract structures

Barbara Clemenhagen of the Gulf Coast Power Association will moderate the discussion, facilitating audience Q&A and drawing out key takeaways. This is a must-attend session for power generators, renewable developers, data center operators, and other professionals navigating the dynamic ERCOT market.