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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

Newsmakers

David Helwig, most recently ComEd executive vice president of operations, was recently appointed president and chief operating officer for InfraSource, an Exelon subsidiary based in Morton, Pa. He has managed all areas of the ComEd transmission and distribution system, and has over two decades of experience in line, engineering and services areas for PECO Energy, as well as General Electric Nuclear Energy's global services.

Robert Fishman, senior vice president at Calpine Corp. has been selected to lead Calpine's GE LM6000 combustion gas turbine peaker program. He will oversee development, engineering and construction of 15 peaking turbines located at sites throughout Northern California. Fishman has also been president of PB Power, part of the Parsons Brinckerhoff group of companies. He has nearly three deacdes of experience in project development, management and facilities engineering.

Secretary of Energy Spencer Abraham has reappointedRufus D. Gladney to the National PetroleumCouncil. Gladney serves as ConsumerEnergy's executive manager of business servicesand was appointed to the council last year.

Michael W. Rencheck will become senior vicepresident of engineering and region operations forAEP Pro Serv, Inc., a subsidiary of AmericanElectric Power. Rencheck entered AEP as vicepresident-nuclear engineering of the Cook NuclearPlant in Bridgman, Michigan.

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