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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

Plug Power Fuel Cells Pass Reliability Milestone

LCG, Nov. 8, 2000--Plug Power Inc. said this morning that its residential fuel cell had passed a key milestone by achieving a "mean time between failure" of more than 1,000 hours. The company is "beta testing" five of the RU1 development units.

That would indicate that half of the failures occur before 41 days have elapsed and half of them occur after 41 days.

According to Greg Silvestri, chief operating officer, Plug Power had a busy and productive summer. "We achieved significant milestones in system testing and reliability and built initial development units of our first commercial product design," he said.

That first commercial product, the RU1, is a 60-Hertz unit that produces power indistinguishable from that supplied by a utility. The units convert natural gas into hydrogen-rich fuel that is passed through the system's fuel cell stack where electricity is electrochemically generated. The fuel cell's power conditioner then converts the electricity into high-quality alternating current for normal household use.

During the summer, the company built 30 fuel cell systems, bringing the total to 91 systems builtso far this year. During the fourth quarter, the company will manufacture the initial prototype RU1 units, one of which is expected to be on display by GE Fuel Cell Systems in the GE Power Systems booth at PowerGen International next week.

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