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Faster-than-Expected Data Center Load Growth May Cause Increased Regional Short-term Fossil Fuel Generation and Wholesale Electricity Prices

LCG, March 18, 2026--The EIA released a new "In-depth Analysis" of the potential impact of faster-than-expected near-term growth in data center power demand on power generation and wholesale prices on March 12. The analysis models the lower 48 states through 2027 and compares results to its base case scenario. Key takeaway from this sensitivity analysis is the potential increase in fossil fuels in some regions and potentially a significant increase in wholesale prices in ERCOT.

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Faster-than-Expected Data Center Load Growth May Cause Increased Regional Short-term Fossil Fuel Generation and Wholesale Electricity Prices

LCG, March 18, 2026--The EIA released a new "In-depth Analysis" of the potential impact of faster-than-expected near-term growth in data center power demand on power generation and wholesale prices on March 12. The analysis models the lower 48 states through 2027 and compares results to its base case scenario. Key takeaway from this sensitivity analysis is the potential increase in fossil fuels in some regions and potentially a significant increase in wholesale prices in ERCOT.

Read more

Industry News

EDF Renewables North America Announces 620-MW Palen Solar Site is Fully Operational

LCG, August 19, 2022--EDF Renewables North America (EDFR) announced Wednesday that the 620-MW Palen Solar site is now fully operational and delivering carbon-free energy to the grid. The site, located in Riverside County, California, consists of four solar PV projects, with one project including 200 MWh (50 MW) of battery energy storage. Construction activity at the site commenced in early 2020, with the four projects completed starting in December 2020.

The Senior Vice President, Implementation & Projects Management for EDFR stated, “The Maverick projects are the cornerstone of our large-scale solar and storage growth and expertise. The renewable energy industry has experienced significant volatility over the past years battling both unprecedented pandemic and supply chain constraints. We are excited to now have all four projects operating at full capacity and to contribute to California’s climate goal to reduce greenhouse gas emissions to 40 percent below 1990 levels by 2030.”

The four projects at the Palen Solar site use horizontal single-axis tracking technology. EDF Renewables’ Asset Optimization group will perform operations and maintenance services at the site for the life of the project. The services include NERC compliance support, remote monitoring, and balance-of-plant management to maximize power production.

The projects are located adjacent to each other on unincorporated land administered by the Federal Bureau of Land Management (BLM). The BLM has designated this area as a Solar Energy Zone (SEZ) and Development Focus Area, land set aside for utility-scale renewable energy development.
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