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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

Korean Union Members Strike Against Privatization

LCG, March 8, 2002-A thirteen hour talk with Korea Electric Power Corporation (KEPCO) failed to progress as over 5,000 union members continue an illegal strike.

Workers at the South Korean monopoly fear for their jobs as the country prepares for privatizing power. The illegal strike is in its twelfth day, and warrants have been issued for union leaders, although police have made no arrests yet.

Labor Minister Bang Yong-seok said that the government will privatize regardless of strikers and sees "zero possibility to change this policy." KEPCO, having been split into six pieces, plans to sell of all but the sixth part, which leaves nuclear and hydroelectric power to the state.

1,000 temporary workers have been hired, but union leaders refuse to back down. If the government goes through with privatization, the Korean Confederation of Trade Union, consisting of some 600,000 members, says it will join in a sympathy strike.

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