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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

DPL Joins Alliance RTO

LCG, Dec. 1, 2000--DPL Inc., parent company for Dayton Power & Light Co., said this morning that it had completed the paperwork and was now official a member of the Alliance Regional Transmission Organization.

"The Alliance RTO will maintain the reliability and affordability that has been built into the DPLsystem over the last ninety years," said Allen Hill, chief executive of the utility holding company. "We reviewed a number of alternatives and decided that the Alliance RTO was the best option for our customers."

Alliance is growing rapidly. Ameren Corp. last month joined Commonwealth Edison Co. and Illinois Power Co. in shifting from the Midwest Independent System Operator to Alliance.

In total, Alliance members own more than 50,000 miles of transmission lines serving 35 million customers over a 140,000 square mile area, DPL noted.

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