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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

Grid Operators in Northeast Work Together

LCG, March 15, 2002-The New York Independent System Operator (NYISO) and Pennsylvania- New Jersey- Maryland Interconnection LLC (PJM) agreed to combine efforts in facilitating power trade in the region.

On Wednesday the northeast operators announced their intent to improve market efficiency by coordinating regulations and resources. They plan to homogenize rules as well as allow for more leeway in decisions, such as which plants will supply a region's regular or emergency needs . Quarterly Reports would be given to the Federal Energy Regulatory Commission (FERC) and state public utility commissions.

If the agreement falls through then FERC may mediate further discussion.

As the nation's first regional transmission organization (RTO), PJM Interconnection controls the largest wholesale power market in the world. NYISO and PJM's combined markets affect supply about 41 million people with electricity in Pennsylvania, New Jersey, Maryland, Delaware, Virginia, Washington D.C, and New York.

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