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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

Nuclear Regulator Apologizes for Tokaimura Accident

LCG, July 10, 2000--Japans Nuclear Safety Commission apologized in a report submitted to the cabinet Friday for the accident last September that took two lives at the Tokaimura nuclear fuel processing plant 75 miles northeast of Tokyo.Two workers died and a third was badly injured as a result of radiation exposure that occurred when they inadvertently started a nuclear chain reaction. The three had been using ordinary buckets to mix uranium and nitric acid in an unprotected tank. One of them said they were using the shortcut to save time.The commissions report blamed a lack of safety culture for the accident, and took responsibility for not establishing such a culture.We deeply regret that the commission could not fulfill its duties, and we feel tremendous responsibility over being unable to respond to the publics trust, the report said.The commission was more than willing to share the blame with the plants operator, Japan Nuclear Cycle Development Institute. JCN, it pointed out, had instituted procedures not authorized for nuclear installations and then had not even followed its own procedures.
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