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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

Judge Dismisses Suit Against Cheney-Led Panel

LCG, Dec. 9, 2002--A lawsuit brought by David M. Walker, head of the General Accounting Office (GAO), against Vice-President Dick Cheney concerning communications which helped shape the Bush Administration's energy policy, was dismissed today by Judge John D. Bates in Federal District Court.

In bringing the lawsuit, Judge Bates said Walker did so without significant backing from Congress, which appointed him to lead the GAO, Congress' investigative arm and an agency widely perceived to be free from partisan biases. Bates found that such a suit would have to meet "especially rigorous" standards in order to be considered, since it would bring the judicial branch into a matter involving the constitutional separation of power between the executive and legislative branches.

Walker, who served under Republican presidents Reagan and the elder President Bush, said in February, "The GAO is not asking for information regarding conversations between administration officials, but between the White House and outside parties." His lawsuit arose after Cheney refused in 2001 to turn over to the GAO records of those present at meetings Cheney and his staff held with business leaders and others policy advisors. He said objections by Cheney that Walker was asking for "recommendations, deliberations, minutes or notes" were "misrepresentations."

The case may be appealed, possibly to the Supreme Court, and marks the first time that the 81-year-old agency has brought a lawsuit against the executive branch.
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