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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

Connecticut Sues to Block Con Ed-Northeast Merger

LCG, Dec. 5, 2000--Connecticut Attorney General Richard Blumenthal, a man who has built his career on harassing Northeast Utilities, has filed suit to prevent the acquisition of that utility by Consolidated Edison Inc.

In a suit filed in the Superior Court of Connecticut in New Britain, Blumenthal charged that Con Edison's high rates and poor environmental record would be exported from New York to Connecticut in the merger were allowed to go through.

Blumenthal charges lots of things. A couple of years ago he was charging Northeast with a terrible environmental record, saying the utility had created an "unlicensed nuclear waste dump" at the site of its shuttered Connecticut Yankee nuclear power plant in Haddam Neck.

That got the U.S. Environmental protection Agency and the state Department of Environmental Protection interested so they investigated. It turned out there wasn't enough radiation found to compete with a full set of dental x-rays.

Yesterday, Blumenthal asked the court to overturn a decision by Connecticut regulators to approve the Con Edison-Northeast merger, subject to a laundry list of conditions that the utilities said were likely to kill the transaction anyway.

The two utilities are themselves having second thoughts about the deal, in light of conditions imposed by Connecticut and some other states.

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