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NTT DATA Announces 900 MW of Onsite Power Agreement with Bloom Energy Across Multiple Data Center Projects

LCG, November 5, 2026--NTT DATA, an AI, digital business and technology services company, today announced an agreement with Bloom Energy to deploy 900 MW of Bloom Energy's fuel cell technology to power multiple data center projects around the world. The agreement is Bloom Energy's largest international project to date.

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Vistra Announces Acquisition of Cogentrix Energy's 5,500 MW Gas-Fired Fleet is Complete

LCG, November 2, 2026--Vistra Corp. announced on October 30 that, following receipt of all required regulatory approvals, it has completed the acquisition of Cogentrix Energy from funds managed by Quantum Capital Group. The acquisition consists of 10 natural gas-fired power generation facilities totaling nearly 5,500 MW of capacity. The addition of Cogentrix's facilities to Vistra's existing generation portfolio raises Vistra's U.S. generation portfolio to nearly 50,000 MW.

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Industry News

Summer 2021 Resource Adequacy Scenarios- Revised Report

LCG June 11, 2021--LCG Consulting (LCG) has released its analysis of resource adequacy in ERCOT for summer 2021, as we do each spring.

Under expected conditions, in agreement with ERCOT’s expectations, our model shows the ERCOT region will have enough installed generating capacity to serve peak loading condition. ERCOT projects peak load as 77,144 MW with a total resource capacity of 86,862 MW.

However, more challenging conditions are always possible. This summer follows what may have been the most extreme weather event to ever test the modern Texas grid, February’s storm that is described as a 1-in-a-100 event. The state is still reeling from its effects, and electricity market participants are facing much stronger public scrutiny of reliability, as well as new legislation, some still pending resolution.

Resource adequacy analysis for the region is critical during extreme summer loading conditions. Reserves have tightened because of recent retirements. The ERCOT landscape is rapidly evolving, with significant transmission changes and unprecedented growth of renewables, particularly wind.

Beside using the conditions that ERCOT itself expects to model this upcoming summer, LCG chose three other scenarios to model: reduced wind output, increased generator outages, and higher-than-expected load.

Each scenario sheds light on where issues might arise and what magnitude of effects might occur.

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