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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

California Delays Electricity Regulation Votes Again

LCG, March 7, 2002- California state power regulators postponed decisions on two energy regulation proposals yesterday.

The California Public Utilities Commission's Commissioner Carl Wood's proposal prohibits energy customers from renewing contracts, possibly forcing energy sellers out of California. A less extreme plan is that of Commissioner Jeff Brown's, which employs an "exit fee," enabling outside contracts to continue while charging a fee which would go to relieve some of the state's debt due to power purchases.

While many of the over 80,000 Californian businesses who opted to buy electricity from competitors saved a lot of money, consumers and some lawmakers insist businesses should buy electricity from the state so that residential and small business customers do not have to put up with higher energy prices. Others who support consumer choice applaud Brown's plan.

Wednesday's vote has been delayed until March 21st.

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