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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

Newsmakers

Three Changes on KeySpan Board This Weekend
KeySpan Corp. said last Friday that three new members had been elected to its board of directors to replace Vincent Tese, who is resigning, and George Bugliarello and Basil A. Paterson, whoare retiring, effective December 31. The new directors are:

  • Andrea S. Christensen, a partner with the law firm of Kaye, Scholer, Fierman, Hays & Handler.

  • Vicki L. Fuller, a senior vice president of Alliance Capital Management Corp.

  • James L. Larocca, an adjunct professor at Long Island University and a former Energy Commissioner of New York State.

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