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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

Newsmakers

The results of the Nuclear Energy Institute elections have reestablished the positions of many already holding posts. New appointees include Alan J. Fohrer and Michael B. Sellman, who have joined the Nuclear Energy Institute's Executive Committee. Also, Donald C. Hintz, president of Entergy Corp. was elected NEI vice-chairman, and Robert E. Prince will join the NEI board. The NEI develops industry policy and is located in Washington D.C.

James A. Messersmith will become vice president of the Oglethorpe Power Corporation and will be responsible for gas-fired and hydroelectric generation. He has been with the company since 1991 and has been in the energy generation industry for 27 years.

Simon Kukes, president of Tyumen Oil Company, will join the Maguire Energy Institute Board of Advisors. Maguire Energy Institute is located at SMU's Cox School of Business in Dallas, Texas.

Sydney M. Ferguson has been given the position of senior vice president responsible for corporate communications and government relationships at USEC Inc., an international energy company and major uranium fuel supplier. Ferguson most recently served as Managing Director of Qorvis Communications, Inc.

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