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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

TXU Acquires 51 Percent of German Municipal Utility

LCG, July 14, 2000--TXU Europe said yesterday that it will acquire a 51 percent interest in Stadtwerke Kiel, the municipal energy utility for the capital of Germanys Schleswig-Holstein province, for $215 million.

Stadtwerke Kiel serves about 250,000 electricity and gas customers in and around the city, which lies at south end of the Kieler Frde and is home to a major German naval base. The Kiel Canal connects the North Sea with the Baltic Sea.

Phil Turberville, chief executive of TXU Europe, said "We are delighted that this partnership hasbeen unanimously approved by the supervisory boards and the parliament, and we are veryencouraged by the support we have had from all parties, including the workers council and tradeunion."

Alan Wyatt, a TXU Europe senior vice president, said the acquisition "provides a very strongentry point for us into the German market."

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