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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

Bulgaria to Promote Energy Resources, Market

LCG, Feb. 21, 2002--The Bulgarian cabinet today agreed that within the next three to four years, Bulgaria should focus on stimulating transparent energy markets within the country, and on lowering its requirements for imports of energy.

In a document released by the Council of Ministers Information and Public Relations Directorate, the outline of a national plan highlighted positive economic results that could come from efficiency, and the possible market structure and legal framework that would encourage engineering efforts using efficient technology.

The strategy also suggested that the government should play a diminished role in controlling energy markets, while true long-term costs would be reflected in prices.

Currently, Bulgaria's energy needs are met by importing 70 percent of energy resources. The ratio of energy consumption to national economic output has increased over the past decade, making Bulgaria less efficient than all other Central and Eastern European countries in terms of energy intensity.
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