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Arbor Signs Agreement with GridMarket for 5 GW of Baseload Power

LCG, March 25, 2026--Arbor Energy today announced an agreement with GridMarket, an energy and infrastructure project facilitator, to deliver up to 5 GW of zero-emission power starting in 2029. GridMarket supports large energy users, including data centers, manufacturers, and logistics providers, with securing reliable and cost-effective power.

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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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Industry News

Arbor Signs Agreement with GridMarket for 5 GW of Baseload Power

LCG, March 25, 2026--Arbor Energy today announced an agreement with GridMarket, an energy and infrastructure project facilitator, to deliver up to 5 GW of zero-emission power starting in 2029. GridMarket supports large energy users, including data centers, manufacturers, and logistics providers, with securing reliable and cost-effective power.

Arbor is developing a new type of commercial turbine, the HALCYON 25 MW supercritical carbon dioxide (sCO2) power system. The first HALCYON turbine is planned to commence operations by 2028. Arbor plans to manufacture gigawatts’ worth of turbines in support of projects around the world by 2030.

GridMarket's CEO stated, "Power availability is quickly becoming the gating factor for data center and industrial development. Our customers are increasingly looking for ways to secure new capacity faster than traditional generation timelines allow. Arbor’s system adds a new option for bringing baseload power online as demand continues to grow."

Power cycles based on sCO2 as the working fluid have the potential to yield higher thermal efficiencies at lower capital cost and with a significantly smaller footprint than state-of-the-art steam-based power cycles. When CO2 is held above its critical temperature and pressure, it acts like a gas yet has the density of a liquid. In this supercritical state, small changes in temperature or pressure cause dramatic shifts in density, which makes sCO2 a highly efficient working fluid to generate power.

Arbor states that its 25-MW HALCYON turbine will be shipped as a pre-assembled, 3D-printed unit that reduces manufacturing complexity and shortens lead times. Systems can be deployed individually or combined into larger plants as demand grows, while a fuel-flexible design enables zero-emission natural gas today with a pathway to negative-emission operation over time. If waste biomass is used as a fuel, Arbor states that its system can deliver carbon-negative power. Furthermore, Arbor expects that the modular systems can be stacked from 25 MW to over 1 GW to deliver reliable, clean power to utilities, hyperscalers, and industrial operations.

Arbor expects to scale deployments rapidly over the next decade. By 2030, the company plans to ship more than 100 turbines annually, representing over 1 GW of new capacity each year. The additional generation is expected to support data centers, manufacturers, and utilities seeking to strengthen grid resilience with distributed, zero-emission baseload power.
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