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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

Slovakia Privatizes Energy (a Bit)

LCG, May 22, 2002-The government of Slovakia decided to allow the sale of 49 percent of each of three electricity distributors.

Final approval for the sale came after three weeks of delay, which saw discussions between parties within the group responsible for approval.

49 percent of Zapadoslovenska Energetika AS will be sold to Germany's E.On for €330 million ($304 million). RWE Plus will buy the same percent of Vychodoslovenska Energetika AS for €130 million ($120 million), and Electricite de France will buy 49 percent of Stredoslovenska Energetika for €158 million ($145 million).

Having chosen from 10 bids, the Slovak government is selling its assets with the help of HSBC Holdings, CAIB Securities, and BNP Paribas, and expects payment within three months.

The sale of Slovak electricity generator Slovenske Elekrarne AS will wait until after fall elections.

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