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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

After Nuke Incidents, TEPCO Attempts to Reestablish Itself

LCG, October 15, 2002-The new president of Japanese company TEPCO has announced that all steps will be taken to recover public support, including delaying use of MOX fuel.

In August, Japan's Tokyo Electric Power Co. (TEPCO) was found to have falsified safety records for five of its nuclear reactors. Subsequently, several of its top officials were replaced, including now ex-President Nobuya Minami.

TEPCO's new president, Tsunehisa Katsumata, announced that all possible steps would be taken to restore public confidence in the company. This process would involve postponing the recycling of nuclear material. The company intends to use plutonium-uranium mixed oxide (MOX) fuel, the nuclear waste from standard nuclear plants, but will put this plan on hold indefinitely.

Japan's first major MOX-powered plant is expected to come on line in 2005.

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