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News
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LCG, May 19, 2026--Avangrid, Inc., a member of the Iberdrola Group, today announced the signing of a long-term Power Purchase Agreement (PPA) with Puget Sound Energy (PSE) for the 199.5-MW Big Horn I wind project in Klickitat County, Washington. This agreement represents the fourth PPA executed by the two companies for projects in the Pacific Northwest.
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LCG, May 18, 2026--The U.S. Secretary of Energy today issued an emergency order to address critical grid reliability issues in the Midwest anticipated this summer. The order is in effect beginning on May 19, 2026, through August 16, 2026. The emergency order directs the Midcontinent Independent System Operator (MISO), in coordination with Consumers Energy, to ensure that the J.H. Campbell coal-fired power plant (Campbell Plant) in West Olive, Michigan shall take all steps necessary to remain available to operate and to minimize costs for the region.
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Press Release
New Analysis from LCG Consulting: Where AI is Located Matters – ERCOT 2030 Outlook
LCG, September 19, 2025--Artificial Intelligence and hyperscale data centers are not just driving unprecedented demand growth in ERCOT - they are reshaping the very dynamics of the grid.
In our latest study, we found:
- ERCOT's 2030 peak demand forecast surged from ~86 GW in 2022 to 138 GW in 2025, with raw projections as high as 208 GW.
- Locational siting matters: one solar project's curtailment dropped from 45.8% -> 21.5% with a substation shift, while another’s rose from 0.1% -> 15%.
- Batteries thrive on volatility, not just high prices. Panhandle nodes with frequent swings are attractive for arbitrage.
- Weather assumptions change everything: using 2023 profiles instead of 2013 increased unserved energy more than 10x.
- Flat AI loads are reshaping seasonal stress — winter is no longer a "shoulder" season, but a period of peak concern.
The takeaway is clear: It's not just how much demand is added, but where and under what conditions it materializes.
We've summarized our key findings in the image below.
For the full report, email us at info@energyonline.com.
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