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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

Gas Prices Provided by Williams for Indexes Were False

LCG, Oct. 25, 2002--Natural gas traders for Williams Cos. reported false gas trades to industry publications, Williams announced today following an investigation into the matter.

The Commodities Futures Trading Commission is currently investigating the circumstances under which the false reporting by some traders took place, with the cooperation of Williams. A survey of anonymous traders is made by publishers of price indexes, which are used in many contracts to determine the terms of settlement. Dynegy and American Electric Power indicated last week that the prices of some trades reported to Platts, a McGraw-Hill Cos. division, had been false.

Williams does not report trading information to industry publications at present, following its significantly reduced emphasis on trading operations. The company is now trying to improve its liquidity through asset sales.
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