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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

Enron, India Break Off Dabhol Talks

LCG, Aug. 20,2001--Negotiations between an Enron Corp. subsidiary and the government of India were abruptly suspended yesterday, with no agreement on the company's Dabhol power project, which is India's largest foreign investment, the Economic Times said this morning.

The Press Trust of India reported that Indian Attorney General Soli Sorabjee said the proceedings will resume at a date mutually acceptable by all parties.

"We had a free and frank exchange of views but because of the complex nature of the matter, the conciliation proceedings had to be adjourned," said Sorabjee, who is representing the Indian government before the three-member commission.

The commission consists of former Supreme Court of India judge B. P. Jeevan Reddy who is representing the federal government, Lawrence Street, former chief justice of New South Wales representing Enron's Dabhol Power Co. and former New Zealand high court Judge David A. R. Williams who was jointly chosen by both sides.

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