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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

South Korean Power Strike Continues

LCG, Mar. 28, 2002--According to Korea Electric Power Co. (KEPCO), South Korea's state-owned power company, approximately 35 percent of striking workers at numerous facilities, or 2,200 overall, have broken ranks with other unionized workers and returned to work.

The strike is in its 31st day, and government and management officials now say that only after the strike has been declared over by its leaders will they return to the negotiating table. The union has not accepted privatization, and was told last week that members would be fired Monday of this week if the strike were still in effect.
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