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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

GE Partners with ACCIONA in Dakota Wind Project

LCG, August 13, 2008--GE Energy Financial Services, a business unit of General Electric Company, announced Monday that it is investing $141 million in the Tatanka Wind Farm, a project developed by ACCIONA. Wachovia Investment Holdings LLC also provided structured equity to the $381 million project, which began commercial operations last month. ACCIONA operates the 180-MW wind farm.

The Tatanka Wind Farm includes 120, 1.5-MW wind turbines and has a footprint that covers over 14,000 acres of farmland in Dickey and McIntosh Counties, North Dakota, and McPherson County, South Dakota. Construction started in April of last year.
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