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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

Duke , GPU in South Australian Gas Pipeline

LCG, June 27, 2001Subsidiaries of Duke Energy Corp. and GPU Inc. said yesterday they had formed an alliance to build a natural gas pipeline in Australia, running more than 400 miles from southwestern Victoria to Adelaide in the state of South Australia.

South Australia faces a shortage of natural gas as its current supply comes mostly from the Cooper Basin, which is in decline. Phil Grigsby, commercial development manager for Duke Energy International, said gas from the Gippsland Basin or gas fields proposed to be developed in western Victoria, including new Otway Basin discoveries over the past month could be shipped to Adelaide over the new pipeline.

Both Duke and GPU Gas Net had separately explored the possibility of building a Victoria to South Australia pipeline before the two companies formed their alliance.

Pending the results of a binding open season, the new pipeline could be built in a little more than two years and begin delivering natural gas by the end of 2003, Grigsby said. "I think this is a significant step. The combined efforts of a Duke International and a GPU put a lot of momentum behind a project," he said.

Duke said TXU Australia, which owns the Torrens Island Power Station in South Australia, would be an anchor customer of the new pipeline. Others could be Australian National Power, a subsidiary of the UK's International Power Plc, and the South Australian Magnesium Project.

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