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Arbor Signs Agreement with GridMarket for 5 GW of Baseload Power

LCG, March 25, 2026--Arbor Energy today announced an agreement with GridMarket, an energy and infrastructure project facilitator, to deliver up to 5 GW of zero-emission power starting in 2029. GridMarket supports large energy users, including data centers, manufacturers, and logistics providers, with securing reliable and cost-effective power.

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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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Industry News

OUC's Board Of Commissioners Approves Retirement of Coal Unit 1 and Conversion of Coal Unit 2 to Natural Gas at Stanton Energy Center

LCG, December 16, 2021--OUC (Orlando Utilities Commission) yesterday formally approved the retirement of Stanton Energy Center's (SEC) Unit 1 by no later than 2025 and the conversion of SEC's Unit 2 to natural gas by no later than 2027. Previously, Unit 1, OUC's oldest coal-fired power plant, had been slated for conversion to natural gas.

OUC’s General Manager and CEO stated, "Today's official adoption by our Board of Commissioners is further proof of our commitment to meet our goal of Net Zero CO2 emissions by 2050 with interim targets of 50 percent by 2030 and 75 percent in 2040. The retirement of Unit 1 also is a significant milestone toward fully eliminating coal-fired generation no later than 2027. As we continue our transition to clean energy, operational flexibility is key to maintaining the reliability, resiliency and affordability our customers expect."

To enable the retirement of the coal-fired Unit 1, OUC acquired in September the Osceola Generating Station, a 510-MW, simple-cycle natural gas-fired power plant located in Osceola County, Florida. The Osceola plant has three, dual-fuel gas turbines that can be rapidly powered up or down to better complement the growth of intermittent solar power installations in the area. The Osceola facility was inactive and is now undergoing renovations and testing, and it is expected to be fully operational no later than 2025.

In December 2020, OUC leadership recommended significantly reducing the use of coal by no later than 2025 and eliminating it entirely by no later than 2027. The announcement was the result of the utility's Electric Integrated Resource Plan (EIRP), the utility’s 30-year energy roadmap. OUC is pursuing its strategic objectives, which include continued investments in renewable energy and energy efficiency and driving the adoption of vehicle electrification and energy storage.
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