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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

NRC Calls Con Edison on Carpet over Indian Point 2

LCG, Sept. 6, 2000The Nuclear Regulatory commission said yesterday that two of its top officials will meet with senior managers of the Indian Point 2 nuclear power plant on September 11 in an attempt to cut through a haze of confusing reports from the pant owner.

Hubert J. Miller, the NRC's Region I administrator, and Roy Zimmerman, deputy director of the agency's Office of Nuclear Reactor Regulation, will meet with Consolidated Edison Co. of New York managers to "try to gain a better understanding of Consolidated Edison's assessments of performance issue, actions taken to address them and performance measures being used to monitor progress," the NRC said.

A year ago, Indian Point 2 suffered a shutdown with electrical system complications. On February 15 of this year, the plant gasped a puff of radioactive steam into the atmosphere and shut down when a steam generator tube sprang a leak. In May, the NRC decided the plant required "agency focus," which it defines as "heightened scrutiny."

The NRC is clearly not satisfied with the numerous reports sent in by Con Edison and wants to get to the bottom of things before any nuclear reactions are contemplated at the Buchanan, N.Y., facility.

The agency said Indian Point 2's recent problems "illustrated a number of longstanding performance issues, such as engineering support shortcomings, equipment reliability problems and large corrective action backlogs."

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