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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

Williams to Spin Off Communications Business

LCG, April 2, 2001The Williams Cos. board of directors on Friday made plans to spin off the company's Williams Communications affiliate, saying the move was a logical step toward boosting value for shareholders.

The Williams board said it would distribute as a stock dividend to the company's shareholders about 400 million shares of the Williams Communications stock it currently owns. The distribution will represent about 95 percent of the parent company's stake.

"Given our revenue growth, our solid financing plan, our fully operational network and our stablecustomer base, this spinoff, is the natural evolution of a business strategy begun in 1998, when were-entered the telecommunications space," Howard Janzen, president and chief executive ofWilliams Communications said in a statement.

Williams Communications has been on a roll, doubling its revenues over the past year and completing a 33,000 mile fiber optic network connecting 125 cities a year ahead of schedule. Among the users of the network are long distance telephone companies, Internet providers, all of the major news and broadcast services and more than 600 television stations.

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