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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

Massachusetts Politicians Request Delay in SeaBrook License Extension

LCG, January 23, 2019--Two U.S. senators and a U.S. representative from Massachusetts jointly sent a letter to the Nuclear Regulatory Commission (NRC) last week opposing the NRC's decision to grant NextEra, the owner of the Seabrook, New Hampshire, nuclear power plant, a 20-year license extension and amendment later this month for the plant.

The NRC had recently announced plans to grant NextEra the extension of its operating license "on or about January 30," together with an amendment to the license regarding the presence of concrete degradation at the plant caused by alkali-silica reaction (ASR), which was discovered in 2009. The politicians requested a delay in the license amendment and renewal until after this summer's Atomic Safety Licensing Board hearing, which would include public input.

A NextEra representative stated, "Since 2011, the Nuclear Regulatory Commission has held more than a dozen public meetings, with the opportunity for members of the community to weigh in. Public meetings are an important part of the NRC's process, and we expect public conversations to continue. License renewal is important for protecting the role of Seabrook Station as a regional asset and a producer of clean, reliable and low-cost electricity for New England."

Commercial operations for the 1,250-MW pressurized water reactor (PWR) began in August 1990. The current license is due to expire March 15, 2030, and the license extension will enable carbon-free, electric generation from the nuclear facility into 2050.
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