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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

Enron's Ken Lay to Testify Before Senate Panel

LCG, Dec. 18, 2001--Enron Corp. chief executive Kenneth Lay, who turned down invitations to talk to lawmakers last week and today, has agreed to testify before the Senate Commerce Committee on February 4, Sen. Byron Dorgan said this morning.

Dorgan, a North Dakota Democrat, said Lay "has committed to appear before our committee and present testimony at a second hearing which will be held on February 4."

Former Enron chief executive Jeff Skilling, who resigned abruptly in August after just six months on the job, and former Chief Financial Officer Andrew Fastow, who was sacked in October, have also been invited to testify in February, Dorgan said.

Skilling, who Enron hired from consultants McKinsey & Co., is seen as the architect of Enron's high-volume, low-asset trading strategy, while Fastow was responsible for the "off-balance-sheet entities" lawmakers want to learn more about.

"We also intend to request at that hearing the attendance of Mr. Skilling and Mr. Fastow, former top executives at Enron, and others who can help explain what happened," said Dorgan.

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