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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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Oklo Announces DOE Approval for Nuclear Safety Design Agreement of Aurora Powerhouse at Idaho National Lab

LCG, March 17, 2026--Oklo Inc. (Oklo) today announced that it has signed a U.S. Department of Energy (DOE) Other Transaction Agreement (OTA) to support the design, construction, and operation of Oklo’s first reactor, the Aurora powerhouse at Idaho National Laboratory (INL) under DOE’s Reactor Pilot Program (RPP). The DOE Idaho Operations Office subsequently approved the Nuclear Safety Design Agreement (NSDA) for the fast-fission power plant, and Oklo immediately requested DOE commence review of its Preliminary Documented Safety Analysis (PDSA).

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Industry News

AES to Restart Two Retired Southern Cal Units

LCG, May 15, 2001AES Corp. said yesterday that its Huntington Beach, Calif. plant had received the green light from the California Energy Commission to begin rebuilding two retired natural gas-fired electric generation units that will add 450 megawatts of new power in California.

The two units, built shortly after World War II, were retired in 1995 by Southern California Edison Co. the former owner of the Huntington Beach plant. The reconstruction will upgrade and improve the reliability of old boilers, replace obsolete controls, and install "state-of-the-art" emissions controls, AES said.

Ed Blackford, president and site manager of AES Huntington Beach, said "Not only will these unitsbe on line in time to address California's urgent need for electricity this summer, but the state-of-the-art modifications will make this plant one of the cleanest gas-fired plants in California."

Mark Woodruff, president of AES Southland, added "Not only will this project bring more clean electricity to California, it will also help lower electricity prices."

AES is one of the "biggest snakes on the planet earth" accused by California Gov. Gray Davis of price gouging.

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