Efficient Financing & Incremental Investment Opportunities
MACRO ENVIRONMENT
•
DEMOGRAPHIC GROWTH
Texas growing by 1,000 people a day1
Dallas Fort Worth gained more
|
residents over the past decade than any
other metro area in the U.S., leading
metro areas for the 2nd decade in a row²
Oncor has served over the past decade
3 of the top 15 fastest growing cities and
4 of the top 10 fastest growing counties
in America³
Texas is one of the top two states in the
nation for net inbound U-Haul traffic for
the 5th year in a row
•
SYSTEM GROWTH
77,000 additional premises added in 2020
2.2% premise growth as of 20205
Economic development RFI is up 60%
from 2020, a record year for economic
development activity6
Historic transmission point of
interconnection growth at Oncor
Strong West Texas growth
2020 Far West Texas peak demand
exceeded 2019 demand
2020 demand on the Culberson Loop,
which primarily serves the Delaware
Basin, exceeded the 2019 peak by 23%
RENEWABLE INTEGRATION
In 2020, wind was a greater share of the
generation mix in ERCOT than coal
157,000 MW of generation under study in
ERCOT8
91,800 MW of solar
33,700 MW of storage
23,800 MW of wind
7,600 MW of gas
The largest solar project in the U.S. is.
currently under construction in Oncor's
service territory
Samson Solar Energy Center: 1,300 MW
Oncor's service territory offers one of the most attractive organic investment opportunities in North America
1. Amount is approximate. Houston Chronicle.
2.
Amount is approximate. Cushman & Wakefield: Demographic Shifts - The World in 2030.
3.
4.
U.S. Census Data.
U-Haul Data.
5.
Amount is approximate. Per Oncor's average growth per year over the five years ended 12/31/2020 in the number of distribution system points of delivery as reported in its Annual Reports on Form 10-K.
Request for Information (RFI).
5698
7.
ERCOT Fact Sheet: February 2021.
8.
Amounts are approximate. ERCOT Data, May 2021.
40
SEMPRAView entire presentation