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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

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

China Energy Chief Gone Missing

LCG, October 22, 2002-China's State Power Corporation chief has been officially missing for several weeks amid allegations of corruption.

Gao Yan, director of the State Power Corporation, may have gone to Australia to escape prosecution, some speculate.

In a second and likely related mystery, Shenzhen Energy Group chairwoman Lao Derong disappeared last week.

Some corruption experts contend that party leaders may be looking for officials to punish in order to take off some of the pressure from public outrage at widespread fraud.

Plans for prosecution of Yan comes as several other high-ranking Chinese officials find themselves under scrutiny. This year China Central Television executive Zhao An, as well as a number of banking and finance executives and China Everbright executive Zhu Xiaohua have been prosecuted and in some cases imprisoned for improper business practices such as taking bribes.

China's power chief was expected to resign this year after the country's deregulation began; China plans to split its State Power Company into a number of separate companies in an effort to create competition. Australian officials have so far been unable to verify whether or not Yan has entered their country.

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