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Arbor Signs Agreement with GridMarket for 5 GW of Baseload Power

LCG, March 25, 2026--Arbor Energy today announced an agreement with GridMarket, an energy and infrastructure project facilitator, to deliver up to 5 GW of zero-emission power starting in 2029. GridMarket supports large energy users, including data centers, manufacturers, and logistics providers, with securing reliable and cost-effective power.

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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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Industry News

PG&E Begins NorCal Gas Pipeline Expansion

LCG, Oct. 26, 2001--Pacific Gas & Electric Co. said yesterday it has started construction on an expansion of a pipeline that will add about 200 million cubic a day of much-needed natural gas to northernmost California.

A 14-mile stretch of new pipeline will connect with PG&E's 425-mile Line 401, which runs from the California border southeast of Klamath Falls, Ore., to the Panoche Valley, east of Pebble Beach. The expansion will be in the northeastern corner of the state.

PG&E said in a news release that the U.S. bankruptcy court in San Francisco approved the pipeline expansion, which will cost $39.5 million. The work is expected to be completed next September.

PG&E noted that the addition gas would be sufficient to fuel a 1,200 megawatt power plant.

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