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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

Construction Commences on Enel’s Aurora Wind Farm in North Dakota

LCG, November 27, 2019--Enel Green Power North America, Inc. (“EGPNA”), the US renewable energy company of the Enel Group, has started construction of the 299-MW Aurora Wind Farm in North Dakota. The project is expected to be fully operational by the end of 2020. The estimated investment in the project is approximately $450 million dollars.

Power purchase agreements (PPA’s) for the sale of power generated include a 23-year PPA between EGPNA and Basin Electric Power Cooperative for 142 MW of capacity, along with a 12-year virtual PPA with Gap Inc. for 90 MW of capacity. The electricity purchased by Gap Inc. is estimated to power over 1,500 of its retail stores, equivalent to around 50 percent of the electricity needs of the more than 3,300 stores operated by Gap Inc. worldwide.

The Aurora project is located approximately five miles northwest of Tioga in Williams and Mountrail counties and is Enel Green Power’s second project in the state.
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