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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

Attorney General Files Lawsuit Charging California Companies

LCG, March 12, 2002-Yesterday Attorney General Bill Lockyer went through with his plan to file civil suit against California energy companies. Lockyer accused four companies of swindling Californians by selling them emergency energy that was never provided. "They sold emergency generating capacity to the California Independent System Operator (ISO), which is responsible for maintaining the western power grid, then turned around and sold the same power capacity into the lucrative spot market for wholesale electricity." Lockyer said these companies sold the same power twice at least 20,000 times.

Dynergy Inc., Reliant Energy Inc, Mirant Corp., and Williams Energy Marketing and Trading Company were sued for over $150 million, not much in comparison with the alleged $28 billion worth of overcharges in the spot and longterm markets. However Lockyer says they are only the first and that the whole market will come under scrutiny.

This lawsuit is especially unusual because it was filed in state court instead of federal court or before the Federal Energy Regulatory Commission. Lockyer said he chose to file civil instead of criminal charges because the state might then be able to retrieve lost money.

Spokesmen from Dynergy, Mirant and Williams asserted that they had always behaved responsibly and that as yet no proof has been disclosed.

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