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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

Corona Gives Up Municipal Utility Dreams For Now

LCG, May 8, 2003The Southern Californian city of Corona has decided to give up trying to buy electricity distribution infrastructure from utility Southern California Edison.

Corona, burnt over what it calls unreasonably high electricity prices, has been trying to start its own, complete municipal utility district. It began establishing a municipality in 2001.

In October the city filed an eminent domain complaint in order to take over power lines and substations currently owned by Southern California Edison. Around the same time, Edison had announced that these assets were not for sale.

City council members decided to withdraw their bid because of legislation pending in Sacramento, Edisons application for rate reduction, and budgetary constraints. The city council voted unanimously to resolve litigation with the utility yesterday.

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