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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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Oklo Announces DOE Approval for Nuclear Safety Design Agreement of Aurora Powerhouse at Idaho National Lab

LCG, March 17, 2026--Oklo Inc. (Oklo) today announced that it has signed a U.S. Department of Energy (DOE) Other Transaction Agreement (OTA) to support the design, construction, and operation of Oklo’s first reactor, the Aurora powerhouse at Idaho National Laboratory (INL) under DOE’s Reactor Pilot Program (RPP). The DOE Idaho Operations Office subsequently approved the Nuclear Safety Design Agreement (NSDA) for the fast-fission power plant, and Oklo immediately requested DOE commence review of its Preliminary Documented Safety Analysis (PDSA).

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Industry News

830 MW Texas Combined-Cycle in Operation

LCG, June 5, 2002--Calpine Corporation, based in San Jose, California, announced that its 830 MW Baytown Energy Center has entered into combined-cycle operations.

The Texas facility, located in Baytown, generates 700 MW under base load and can provide 130 MW additional capacity when demand increases.

The company says its plant results in 96 percent less nitrogen oxide emission, 99 percent less sulfur dioxide emission, and half as much carbon dioxide emission than the Texas average for power plants.

Calpine has a twenty-year contract with chemical company Bayer to provide electricity and steam from the Baytown plant.

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