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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

British Energy To Advance Nuclear Viability

LCG, Feb. 25, 2002--A joint effort between British Energy and British Nuclear Fuels Ltd. will study the possibility of building new nuclear plants, British Energy is said to be ready to announce tomorrow.

British Nuclear Fuels' Westinghouse nuclear technology could be used as a replacement technology for British Energy's existing nuclear power plants in the UK. The older plants are scheduled to be nearly entirely decommissioned by 2020. Regulatory and licensing hurdles would have to be negotiated to bring about the entry of AP 600 and AP 1000 pressured water reactors into the marketplace.

According to the source of the story, "this deal marks British Energy's first major step toward building new nuclear power stations." The two companies are readying a press briefing at BNFL's London headquarters tomorrow.
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