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Arbor Signs Agreement with GridMarket for 5 GW of Baseload Power

LCG, March 25, 2026--Arbor Energy today announced an agreement with GridMarket, an energy and infrastructure project facilitator, to deliver up to 5 GW of zero-emission power starting in 2029. GridMarket supports large energy users, including data centers, manufacturers, and logistics providers, with securing reliable and cost-effective power.

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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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Industry News

FERC Proposes Standard Market Framework

LCG, March 13, 2002--The Federal Energy Regulatory Commission (FERC) presented an outline for nationally standardizing the U.S. energy market.

The Commission will provide a paper on standard market design involving the development of open-access transmission tariff which would fall under the administration of regional transmission organizers (RTO). RTO's will be responsible for preventing generators from influencing prices by withholding power.

After the Supreme Court Decision last week validating FERC's authority over wholesale transmission sales, the commission is in a position to dictate rules for the competitive market, taking control from the hands of state regulators.

FERC plans to instate a method for electricity pricing called Location Marginal Pricing (LMP), an approach used by mid-Atlantic PJM Interconnection LLC which allows those in the market to circumvent price risk from congestion.

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