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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

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Ron Hinson has been named vice president, comptroller and chief accounting officer for Georgia Power, replacing Cliff Thrasher, who became chief financial officer and comptroller for Southern Company Generation and Energy Marketing. Hinson was previously named an assistant corporate secretary in 2001, in addition to his role as assistant comptroller since 1995. Hinson, who has been with Georgia Power for 23 years, will be responsible for overall corporate and regulatory accounting functions and for providing information to regulatory agencies and investors.Janie Wolfe has been named assistant comptroller for Georgia Power. Wolfe will continue to serve as corporate secretary, as she has since June 2001. She replaces Ron Hinson. Wolfe started her career as an auditor in the Southern Company Services Internal Auditing department in 1981.

CMS Energy has named Kinnie Smith Jr. as vice chairman and general counsel. Smith replaces Rodger A. Kershner, whose resignation was announced Wednesday. Smith served on CMS' board of directors from 1987 to 1996, when he retired to enter a private law practice.

Frederick Pastor Jr. has been appointed vice president-construction by PSEG Power, the independent power producer. Previously, Pastor was vice president-nuclear plant services with the Washington Group, which he joined in 2000 following a 30-year career with Stone & Webster, where he held a number of construction executive management positions. At PSEG Power, he will oversee construction in progress in New Jersey, New York, Ohio, and Indiana.

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