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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

Recovered Energy Generation Projects On-line in North Dakota

LCG, February 13, 2009--Ormat Technologies yesterday announced that two, 5.5 MW recovered energy generation projects recently achieved commercial operations at two compressor stations in North Dakota along the Northern Border Pipeline. Two more projects are scheduled to commence operations by year-end.

The compressor stations are driven by natural gas-fired turbines, and the Ormat heat recovery systems use heat exchangers to extract the energy from the gas turbine exhausts, which are at a temperature of 800-900 degrees F. The energy is used to vaporize a working fluid to drive a turbine in an Organic Rankine Cycle system designed by Ormat Technologies, rather than a traditional steam system using water as the working fluid.

The use of another working fluid not only enables the relatively low temperature exhausts to support the power generation system, but it eliminates the need for water. The design has zero or near zero emissions, and its fuel is the waste heat from the compressor station.

The electricity generated from the projects is under power purchase agreements with Basin Electric Power Cooperative (BEPC) of Bismarck, North Dakota.












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