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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

Constellation Announces 650 Megawatts for Illinois

LCG, Aug. 18, 2000--Constellation Power Source, an affiliate of Baltimore Gas & Electric Co., said on Thursday that an ad hoc subsidiary, Holland Energy LLC, will build a 650 megawatt merchant power plant costing $250 million in Holland Township, Ill.

Construction of the new plant is scheduled to begin next week with commercial operation expected in June 2002. Power from the facility, a combined-cycle plant with two gas turbines and one steam turbine, will be sold into the regional wholesale electricity market.

"Deregulation of electric markets across the country is creating opportunities to meet wholesaleenergy demands in growing regions like the Midwest," Charles W. Shivery, the companys president said, adding "Constellation Power Source is looking for the best fit, where the availability of additional energy will meet the needs of the community, the market, and our company."

The company also recently announced plans to construct a 250 megawatt peaking plant near Bristol, Va., and a 300 megawatt natural gas-fired power plant in the University Park suburb of Chicago.

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