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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

Cal-ISO Releases Names of Idle Power Plants

LCG, Jan. 29, 2001The California Independent System Operator began Saturday to release the names of power plants that are sitting on the sidelines while the ISO is scrambling for power to keep the state's electric transmission grid from breaking down.

Power plant owners had regarded the information as highly sensitive, believing the knowledge that a plant was shut down would confer a competitive advantage, and insisted on secrecy. There are also employers who think employees don't know what each other earns.

California Gov. Gray Davis signed legislation last week requiring the disclosure. The new law was backed by consumer activists who believe that independent power producers have been secretly keeping their plants off line in order to drive up wholesale electricity prices.

"At one time this was pretty secret stuff," said Duke Energy Corp. spokesman Tom Williams of the disclosure, adding it now "has a limited effect on the market because traders know what units are down."

On Saturday and Sunday, Cal-ISO issued at around noon lists of plants shut down for planned maintenance and for unplanned problems. As this is written, the most recent report is that for yesterday.

The biggest unit shut down in an unplanned outage was the 750 megawatt Moss Landing Unit 6, an old plant that Duke purchased from Pacific Gas & Electric Co. and wants to replace with a modern facility.

There were 25 generating units idle in unplanned outages yesterday, and it would be hard to accuse power producers of collusion on the basis of the list. Among those facilities were two 45 megawatt units belonging to the City of Pasadena, a 53 megawatt unit at the San Luis Dam operated by the California Department of Water Resources and two units of 25 megawatts each in Alameda County operated by the Northern California Power Association, which furnishes electricity to municipal utilities.

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