Grant McDaniel

θ | Danish American | Renewable Energy Developer | Humanitarian | Connoisseur

[Grant McDaniel @grantbmcdaniel]

The power of a positive attitude can never be underestimated. A positive outlook can help you overcome obstacles, tackle challenges, and drive success. Cultivate a positive mindset and watch your business soar. #PositiveAttitude #SuccessMindset

[Grant McDaniel @grantbmcdaniel]

The AI boom needs new wires. Guess who pays for those?

[Grant McDaniel @grantbmcdaniel]

Transformers, not turbines, are the grid's real bottleneck right now.

[Grant McDaniel @grantbmcdaniel]

Data centers pick sites by megawatts now, not square footage.

[Grant McDaniel @grantbmcdaniel]

Most deals die from silence, not rejection. Follow up.

[Grant McDaniel @grantbmcdaniel]

Your power bill is negotiable. Almost nobody negotiates it. Why not?

[Grant McDaniel @grantbmcdaniel]

In December ERCOT flipped on real-time co-optimization. Energy and ancillary services now clear together every five minutes, with battery state of charge in the math. Projected wholesale savings top a billion dollars a year. The edge goes to whoever dispatches best.

[Grant McDaniel @grantbmcdaniel]

Talent gets attention. Volume gets results.

[Grant McDaniel @grantbmcdaniel]

For 20 years ERCOT demand grew 1 to 2 percent a year. The new forecast: peak load approaching 145 GW by 2031, from 85 GW in 2024. Data centers are over half the increase. The era of predictable grid planning is done. Build accordingly.

[Grant McDaniel @grantbmcdaniel]

Four years to connect to the grid. Would you wait?

[Grant McDaniel @grantbmcdaniel]

Most bad decisions are fixable. Slow ones compound.

[Grant McDaniel @grantbmcdaniel]

In 2020 ERCOT had no batteries. Today: 8.6 gigawatts.

[Grant McDaniel @grantbmcdaniel]

Revenue is vanity. Do you actually know your margins?

[Grant McDaniel @grantbmcdaniel]

Texas's draft SB6 rules make big loads pay to get in line. 75 MW and up means $50,000 per MW posted as security before interconnection studies even start. A 1 GW data center puts up $50 million. Speculative projects leave the queue. Serious ones go off-grid faster.

[Grant McDaniel @grantbmcdaniel]

225 gigawatts are stuck in line. ERCOT called McKinsey.

[Grant McDaniel @grantbmcdaniel]

xAI's Colossus is getting a 1.2 GW off-grid power plant. A West Texas project pairs 1.8 GW of batteries with 7.65 GW of gas. The grid didn't lose these customers. It never had time to win them. Off-grid is now the default for frontier AI.

[Grant McDaniel @grantbmcdaniel]

Monday gets decided today. Most people wait for it.

[Grant McDaniel @grantbmcdaniel]

Data centers finish before the grid does. Batteries bridge it.

[Grant McDaniel @grantbmcdaniel]

226 gigawatts of new large loads want onto the Texas grid, mostly data centers. The all-time peak is 85. Texas just passed a law letting the grid curtail big loads in a crunch. Translation: your connection is not firm. Dedicated power plus storage is the product now.

[Grant McDaniel @grantbmcdaniel]

Your circle isn't too small. You just stopped reaching out.

[Grant McDaniel @grantbmcdaniel]

Texas grid batteries nearly doubled in one year. The niche era is over.