Houston area resident here. Largely agree with your analysis. Whether or not the great exodus from California is true or not, Im seeing lots of CA license plate

Houston area resident here. Largely agree with your analysis. Whether or not the great exodus from California is true or not, Im seeing lots of CA license plates around lately(along with more out of state plates in general). Maybe they drove here to visit friends and family, maybe they moved here. In 2018/2019 there were rolling blackouts during the peak of summer, which to my knowledge we have not had on my section of ERCOT this year. My beef with the grid is with the aging infrastructure. I live 40 miles from downtown Houston in what used to be a rural area, and now is becoming a suburban area. The local grid has not had any upgrades and has a lot more stress on it with the increase in demand. We lose power to a blown transformer or fuse on average of 4 times per month.