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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

Scottish Power May Bid $3 Billion for Portland General

LCG, April 30, 2001Scottish Power Plc, the big British electric company that bought PacifiCorp, a multi-state U.S. utility in the Pacific Northwest in 1999, was said yesterday to be considering a $3 billion offer for Enron Corp.'s Portland General Electric Co.

A $3.1 billion deal for Enron to sell Portland General to Sierra Pacific Resources Inc. broke down last week after Nevada put its electric deregulation scheme on hold for fear that problems besetting California might wash across the border between the states. Sierra Pacific had counted on using proceeds from the sale of its Nevada power plants to pay Enron for the Oregon utility, but the plant sales were frozen by Nevada's action.

The British newspaper The Observer observed yesterday that Portland General would be a "perfect fit" with PacifiCorp, which does business in California, Washington, Wyoming, Utah and Idaho, as well as Oregon.

"Portland sits in the middle of PacifiCorp territory in Oregon," an unnamed source told The Observer. "There would be added customers and big synergies in infrastructure, operations, and head office functions. It would make sense."

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