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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

California Adopts Six-Month Plant Licensing Regulations

LCG, Nov. 16, 2000--The California Energy Commission yesterday voted unanimously to adopt emergency regulations for a new six-month power plant licensing process that will allow some power plants to be licensed and come on-line more quickly.

Power projects that qualify for the speedy treatment are those which would have raised no eyebrows in the first place. In other words, the commission has done nothing to speed up the permitting of run-of-the-mill power plants which are the kind the state needs.

A qualifying project will be one that could be licensed with a phone call.

  • It must meet all local, state and federal air quality rules including best available control technology requirements and have contracts for required air emission offsets.

  • It must not cause adverse water impacts or require new appropriations of water. The commission said it will look kindly on projects that are air-cooled.

  • It must be in full compliance with all land use requirements, including the general plans and zoning requirements of local government bodies.

  • It must avoid "significant natural resource impacts," which means it cannot interfere with spotted owls, snail darters, rare wild mushrooms or the salt marsh mouse. I would help if it looked pretty, too.

  • It must achieve efficient use of fuels.

      If you're a power plant developer and you can do all that you can get a permit in six months or maybe even sooner. But you will have to have already settled with local jurisdictions.

      All agencies will be required to provide their input within 100 days of when the commission accepts the application and the so-called "discovery" process much abused by anti-power plant activists will be held within "certain time frames," the commission said.

      If something goes wrong with a "fast track" application, the developer can move it to what the commission calls its "standard 12-month review process" without preparing a new application. Sometimes the 12-month process takes three years.

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