Operational Excellence (OPEX) Daily Briefing – Thursday, December 18, 2025: Spire Global Expands AI-Based Renewable Energy Forecasting in Texas (ERCOT).
Điểm Tin Operational Excellence (OPEX) Mỗi Ngày – Thứ Năm, Ngày 18/12/2025: Spire Global Mở Rộng Dự Báo Năng Lượng Tái Tạo Bằng AI Tại Texas (ERCOT).
Welcome to my unique weekday article for the paid subscriber-only edition.
Operational Excellence (OPEX) Daily Briefing – issued on weekdays (Monday to Friday).
Điểm tin Operational Excellence (OPEX) hằng ngày (phát hành các ngày thứ Hai đến thứ Sáu).
This is the bilingual post in English and Vietnamese. Vietnamese is below.
Đây là bài viết song ngữ Anh-Việt. Tiếng Việt ở bên dưới.
English
PART 1 – OFFICIAL INFORMATION
In December 2025, Spire Global, Inc., a U.S.-based satellite data and weather analytics company, announced the expansion of its AI-powered wind and solar power generation forecasting services into the ERCOT (Electric Reliability Council of Texas) market — the largest independent electric grid operator in the state of Texas. This information was officially disclosed through Spire Global’s corporate announcements and investor disclosure filings.
According to Spire Global’s published information, this expansion is part of the company’s Power Generation Forecasts solution strategy, a product line focused on real-time and hourly renewable power output forecasting, designed to directly support operational activities and planning for power generators, grid operators, and electricity market participants.
Spire Global stated that its forecasting service is built on a foundation of proprietary satellite data, combined with high-resolution meteorological models and AI algorithms specifically trained for renewable energy applications. The objective of the solution is to translate complex meteorological variables—such as wind conditions, solar radiation, cloud cover, and localized weather patterns—into specific power generation estimates measured in megawatts (MW) for each time interval throughout the day.
Prior to its expansion into Texas, the Power Generation Forecasts service had already been deployed across multiple European electricity markets, including countries with high renewable energy penetration such as Germany, France, the Netherlands, Austria, Hungary, and the United Kingdom. The selection of ERCOT represents the next step in Spire Global’s strategy to expand into energy markets characterized by high operational complexity and stringent forecasting accuracy requirements.
In its disclosures, Spire Global emphasized that ERCOT is a unique market, where wind and solar power account for an increasing share of the generation mix, while the electric grid operates largely independently from other U.S. regions. As a result, forecasting inaccuracies in renewable generation can directly impact supply–demand balance, operating costs, and overall system stability.
According to Spire’s description, the forecasting service does not rely on a single model but instead employs a multi-model approach. Specifically, the system combines Spire’s internal forecasting models, global meteorological forecast models, real-time satellite data, and AI algorithms to generate multiple parallel forecast scenarios. This approach enables users to assess uncertainty levels, compare scenarios, and proactively plan operational responses.
Spire Global indicated that these forecasts are designed to support day-ahead market bidding decisions, as well as short-term and real-time operational adjustments. For power generators and grid operators, more accurate wind and solar output forecasts help reduce the risk of capacity shortages or oversupply, while also limiting costly emergency interventions.
In statements cited from corporate disclosures, Spire Global’s leadership noted that AI and satellite data are playing an increasingly critical role in helping the energy sector adapt to the growing share of weather-dependent power sources. Rather than serving solely post-event analysis, modern forecasting tools are now directly integrated into daily operational workflows, enabling faster decision-making supported by clearer data foundations.
Spire also noted that demand for accurate forecasting solutions is rising as electricity demand in Texas continues to increase, driven in part by the expansion of data centers, industrial activity, and extreme weather events. In this environment, the ability to convert meteorological data into actionable operational information has become a critical capability for organizations participating in the electricity market.
According to the disclosed information, the expansion into ERCOT is intended not only to serve power generators, but also energy traders, renewable project developers, and market risk management organizations. Spire positions its solution as a planning, coordination, and risk management support tool, rather than a pure data analytics product.
From a corporate disclosure perspective, Spire Global views the expansion of energy forecasting in Texas as part of a long-term strategy to increase its presence within the energy operations value chain, particularly in markets accelerating the transition toward renewable energy. The company stated that as wind and solar penetration continues to rise, high-accuracy, scalable forecasting tools will become a baseline requirement of the market.
The information released by Spire Global demonstrates that AI is being directly embedded into energy system operations, not only for historical data analysis, but to support real-time decision-making. The expansion of forecasting services into ERCOT clearly reflects this trend, in which renewable power forecasting becomes an inseparable component of modern grid coordination and operations.