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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

Mirant, Vattenfall Cancel German Utility Talks

LCG, Sept. 26, 2001--Joint venture talks between U.S. power producer Mirant Corp. and Sweden's Vattenfall to form a dominant utility in Germany have broken off and there is little likelihood of resumption, Mirant said this morning in a FAXed news release.

Mirant's statement said top officials of both firms, meeting in Berlin, had decided to end the talks, which would have created a new electric utility in northeastern Germany by merging four existing companies. The four are Berlin's own utility Bewag, power producer Veag, coal company Laubag and Vattenfall subsidiary HEW.

A chill had settled over the talks this morning when Vattenfall announced that it had already made up its mind on the person who would be chief executive of the utility.

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