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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 Submits Revised Plan Designed to End Debts

LCG, March 11, 2002-On Thursday, PG&E filed an alternate plan for dealing with its bankruptcy. The first plan was rejected by Judge Dennis Montali because it allowed PG&E to preempt state law, splitting up PG&E's assets.

The new plan requires redistributing $8 billion worth of PG&E assets into three companies, yeilding much state control over to the federal government. This plan does not deviate much from the PG&E's earlier attempt to split itself up, although this time 78,000 acres of watershed land would remain in PG&E's hands; state and federal officials, environmental groups, and farmers were concerned that authority over these environmentally-sensitive lands might be handed over. PG&E still wants to preempt other state laws, however, including those prohibiting the sale or transfer of power plants until 2006.

The state has other plans for PG&E, and while the corporation believes its new filing will pull it out of debt and allow it to pay creditors, California says PG&E should use pre-existing funds to pay off its debt.

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