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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

Deep Sea Pipeline from Iran to India

LCG, March 19, 2002-India may receive natural gas from Iran by way of a deepsea pipeline.

While plans for an onshore pipeline through Pakistan are still dominant, studies are being undertaken by Italian companies Snamprogetti and Saipem in order to determine whether or not a 2000 kilometer underwater pipeline will be practical. It would be built in the Arabian Sea, skirting Pakistan's shoreline.

Australian company BHP is conducting the onshore pipeline study, considering carefully the security risk of its passage through Pakistan.

The onshore pipeline would allow Iran to sell gas to Pakistan as well and is estimated to cost about $3.5 billion.

Pakistan approves of both plans, and Iran reports that it has a good relationship with both India and Pakistan.

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