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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

Newsmakers

Kenneth Whipple will take the place ofWilliam T. McCormick as chairman and chiefexecutive at CMS Energy Corporation. Whippleplans to stay less than a year and will be assisted byMcCormick in the search for a more permanent CEO.

Dynegy Inc. has appointed Daniel L.Dienstbier as interim chief executive as CEOChuck Watson resigned. Dienstbier is a boardmember and also serves as president of NorthernNatural Gas.

German utility RWE AG named Harry RoelsChairman, replacing the retiring Dietmar Kuhnt.Roels has previously served in several capacities atRoyal Dutch/Shell Group.

Enron board members Frank Savage andJohn Mendelsohn resigned from their posts.John W. Ballentine and Corbin A. McNeillJr. have been elected to replace them.

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