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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

Lake Michigan Silt Closes AEP's Cook Nuke

LCG, Aug. 30, 2001--American Electric power Co. said this morning that the 1,100 megawatt Unit 2 of its Cook nuclear power plant at Benton Harbor, Mich., was being taken off line because of the intrusion of Lake Michigan silt into its cooling water systems.

"The silt was drawn in by plant water intake pipes and degraded cooling water systems required for plant safety equipment and back-up power sources," AEP said in a statement.

Silty water is a fine abrasive and can literally grind down the moving parts of a system in which it circulates. AEP said Unit 1 at Cook, a twin of Unit 2, was taken off line on Monday to replace a circulating water pump discharge valve. The company did not say silt was what made the replacement necessary but did say that silt intrusion affects the cooling water systems for both units.

Three huge pipes, each 16 feet across, bring water from one-half mile out in Lake Michigan into the plant. It is not surprising that silt -- and an occasional boat -- would find its way into the plant's systems.

AEP was unable to say how long the units would be shut down, but said return-to-service schedules for both units will be established following an investigation to determine the cause of the silt intrusion.

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