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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.

Faster-than-Expected Data Center Load Growth May Cause Increased Regional Short-term Fossil Fuel Generation and Wholesale Electricity Prices

Peabody Energy Receives DOE Grant for New Mexico Power Plant

LCG, October 19, 2004--Peabody Energy received a $19.7 million Clean Coal Power Initiative grant from the U.S. Department of Energy fordemonstrating technology to achieve ultra-low emissions at the proposed 300 MW Mustang Energy Project located near Peabody's Lee Ranch Coal Company operations in New Mexico.

The plant would demonstrate on a commercial scale a technology that operates in a manner similar to a traditional scrubber system. The system will employ sodium bicarbonate (baking soda) in the scrubber and is expected to achieve 99.5 percent removal of sulfur dioxide, 98 percent removal of nitrogen oxide and 90 percent removal of mercury. The sulfur and nitrogen byproducts will be used to create high value, granular fertilizer. The plant will use low-NOx burners, fabric filtration and a dry cooling system to minimize emissions and water consumption. The Department of Energy grant will be repaid as the technology is demonstrated.

Peabody's announcement did not include a target operational date or information regarding buyers of the plants output.

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Faster-than-Expected Data Center Load Growth May Cause Increased Regional Short-term Fossil Fuel Generation and Wholesale Electricity Prices

Faster-than-Expected Data Center Load Growth May Cause Increased Regional Short-term Fossil Fuel Generation and Wholesale Electricity Prices

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Peabody Energy Receives DOE Grant for New Mexico Power Plant