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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

Radiation Detected on Workers' Clothes at Pennsylvania Nuke

LCG, March 4, 2003Two people working at the Susquehanna plant in Pennsylvania were found to be carrying radioactive material on their clothes.

Yesterday, monitoring systems found the radiation as the two were leaving a secured area. Plant managers assert the level of radiation was not far above background radiation.

The two people are contractors and had most recently done work in Sweden. Company officials have said that the radiatioactive material most likely came from another job, noting that Monday was the contractors first day within the secured area.

PPL, which owns the plant, has said the surrounding area is not radioactive, and General Electric, which employs the contractors, is conducting its own investigation.

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