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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

Newsmakers

Melinda Ackerman has been appointed senior vice president for human resources by American Electric Power Co. Inc., effective April 1, succeeding Rodney B. Plimpton, who will retire in June. Ackerman has served as vice president for human resources services and operations since 1998.

Allen Franklin president and chief executive officer of The Southern Co., has been named chairman, replacing A. W. Dahlberg who will retire.

John M. McLaughlin Jr. has been named to the new position of vice president of corporateplanning by CMS Energy Corp. He most recently was vice president of development for The Americas, Southern Hemisphere, based in Buenos Aires, Argentina.

Judy Vandagriff, vice president for taxation with El Paso Corp., has been promoted to senior vice president for taxation.

Basil Woller has been promoted to senior vice president and general auditor by El Paso Corp. He most recently was vice president and general auditor.

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