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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

State Okays Dayton Power & Light Sale of Gas Assets

LCG, July 13, 2000--The Public Utilities Commission of Ohio has approved the sale by Dayton Power & Light Co. of its natural gas distribution assets to Vectren Corp., the curiously-named holding company for Indiana Gas Co. and Southern Indiana Gas & Electric Co.

As part of their ruling, the regulators ordered that Vectren adopt DP&Ls existing tariff for gas service. The business will operated under the name Vectren Energy Delivery of Ohio Inc.

Niel C. Ellerbrook, chief executive of Vectren, said "With the timely receipt of the PUCO order, we are one step closer to our goal of completing this acquisition and providing quality services to our new customers in Ohio."

The transaction still must be approved by the Securities and Exchange Commission under the Public Utility Holding Company Act. Other remaining approvals include the Federal Communications Commission's authorization of the transfer of radio licenses held by DP&L, and action by certain local authorities regarding the transfer of operating rights.

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