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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

US Supreme Court Upholds FERC Open Access Order

LCG, Mar. 4, 2002--The U.S. Supreme Court ruled today in support of a Federal Energy Regulatory Commission rule that forced utilities to make transmission access open to energy suppliers that do not own their own transmission lines.

FERC Order 888 was issued by the FERC in 1996 in recognition of the incentive that transmission-owning utilities have to give preferential access to their own power transmission needs. The order was being challenged by the regulatory commissions of nine states, including New York, Florida, Idaho, New Jersey, North Carolina, Virginia, Washington, Vermont and Wyoming. They contended that FERC overstepped its authority by intruding on states' ability to regulate retail markets.

Richard Pierce Jr., a law professor at George Washington University, said the implication of the ruling "is terribly important for anybody who's a consumer and interested in getting a level playing field." About half of the states ended monopolies in retail power markets following the order by FERC.

In their 6-3 ruling, the Justices found that the FERC was justified in regulating unbundled retail transmission service, but not bundled services, which was sought by a leading supporter of open access, Enron. FERC's approach had been concerned only with unbundled services.

A spokesman for the Edison Electric Institute, Jim Owen, said, "the decision today reaffirms the wisdom of FERC's approach."
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