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News
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LCG, April 2, 2026--Southwest Power Pool (SPP) today announced that the expansion of its service territory into the Western Interconnection has been a success. The milestone makes SPP the first regional transmission organization (RTO) with services spanning the Eastern and Western Interconnections. Its member organizations, which cover all or part of 17 states, can now benefit from a more operationally and geographically diverse integrated system.
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LCG, March 31, 2026--Holtec International yesterday announced that it successfully completed a milestone test necessary to return Holtec's Palisades Nuclear Generating Station to service. The 805-MW pressurized water reactor (PWR) is located in Michigan and was shut down by Entergy in May 2022. Holtec acquired the facility in June 2022 and has pursued a path to return the plant to service.
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Press Release
New Analysis from LCG Consulting: Where AI is Located Matters – ERCOT 2030 Outlook
LCG, September 19, 2025--Artificial Intelligence and hyperscale data centers are not just driving unprecedented demand growth in ERCOT - they are reshaping the very dynamics of the grid.
In our latest study, we found:
- ERCOT's 2030 peak demand forecast surged from ~86 GW in 2022 to 138 GW in 2025, with raw projections as high as 208 GW.
- Locational siting matters: one solar project's curtailment dropped from 45.8% -> 21.5% with a substation shift, while another’s rose from 0.1% -> 15%.
- Batteries thrive on volatility, not just high prices. Panhandle nodes with frequent swings are attractive for arbitrage.
- Weather assumptions change everything: using 2023 profiles instead of 2013 increased unserved energy more than 10x.
- Flat AI loads are reshaping seasonal stress — winter is no longer a "shoulder" season, but a period of peak concern.
The takeaway is clear: It's not just how much demand is added, but where and under what conditions it materializes.
We've summarized our key findings in the image below.

For the full report, email us at info@energyonline.com.
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UPLAN-NPM
The Locational Marginal Price Model (LMP) Network Power Model
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UPLAN-ACE
Day Ahead and Real Time Market Simulation
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UPLAN-G
The Gas Procurement and Competitive Analysis System
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PLATO
Database of Plants, Loads, Assets, Transmission...
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