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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

Enron Can Sell Portland General Electric Co.

LCG, Feb. 13, 2002--The sale of Portland General Electric Co., the Oregon utility, by Enron Corp. was allowed by the Federal Energy Regulatory commission on Wednesday.

Enron bought PGE in 1998, and had agreed on a sale to Northwest Natural Gas in October. The former energy giant had purchased Oregon's largest utility for $2.1 billion in 1998. Northwest Natural Gas is the state's largest natural gas utility, and serves 530,000 customers in Oregon and Washington.

In order for the deal to be finalized, it will have to also be approved by the Securities and Exchange Commission. Most significantly, the sale would raise cash for Enron's creditors.
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