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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

S. Korea to Build Four Nuclear Plants

LCG, August 12, 2002-Korea Hydro & Nuclear Power Co. (KHNP) has signed contracts to have four nuclear generators constructed.

KHNP, a unit of Korea Electric Power Corp. (KEPCO), expects the plants to be finished in 2009 and 2010 at a total construction cost of $6 billion.

DOOSAN Heavy Industries and Construction Company, as well as Korea Power Engineering Company, Inc. and Westinghouse Electric Co., have been contracted to work on the four generators.

Shin-Kori 1 and 2 will be built in Pusan Metropolitan City, while Shin-Wolsong 1 and 2 will be built in Kyungju-City.

KHNP operates some 16 nuclear generators, currently providing 13,716MW of capacity.

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