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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

CA Generators to be Back Online this July

LCG, May 31, 2002--One of two Southern California generators previously scheduled to provide 450 MW in capacity over a year ago will be up and running in July.

The AES-owned generators were given special treatment last year because of the energy crisis, and environmental review was limited in order that the two generators could be restarted expeditiously.

Complications hampered the operation of the Huntington Beach generators, including $120 million in repair work and disagreements over the payment of contractor PMSI, which filed for bankruptcy in March. PMSI asserts that AES still owes it $62 million.

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