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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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Oklo Announces DOE Approval for Nuclear Safety Design Agreement of Aurora Powerhouse at Idaho National Lab

LCG, March 17, 2026--Oklo Inc. (Oklo) today announced that it has signed a U.S. Department of Energy (DOE) Other Transaction Agreement (OTA) to support the design, construction, and operation of Oklo’s first reactor, the Aurora powerhouse at Idaho National Laboratory (INL) under DOE’s Reactor Pilot Program (RPP). The DOE Idaho Operations Office subsequently approved the Nuclear Safety Design Agreement (NSDA) for the fast-fission power plant, and Oklo immediately requested DOE commence review of its Preliminary Documented Safety Analysis (PDSA).

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Industry News

Washington State Storm Cuts Power

LCG, Oct. 29, 2003--Power was cut to over 100,000 electricity customers in Washington state, due to a storm that packed high winds on Tuesday.

The area affected included the Snohomish County Public Utility District, as well as north Seattle, and the counties of Skagit and Island. The latter counties are served by Puget Sound Energy. During the worst part of the storm, 82,000 customers lost power in Snohomish County PUD territory, and ferry travel was suspended on two routes and delayed on another.

Damage to buildings and equipment was sustained from the impact of 70 mph winds, which resulted from a cold front. Dust was a factor in a 30-vehicle accident on a state highway, although no fatalities were reported. The cold front could cause fruit still unharvested from orchards to be lower in quality, and might affect the yield from next year's harvest as well.
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