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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

Easily Recoverable Appalachian Coal Expected to Last 20 Years

LCG, Mar. 29, 2002--A study conducted by the U.S. Geological Survey over six years concludes that 11 percent of the substantial coal reserves in Appalachian states can be recovered economically with current technology.

Technological advances have increased the amount of recoverable coal, but Leslie Ruppert, who led the study, said that the coal accessible to mining using present techniques may be exhausted within two decades. Beyond the 7.3 billion short tons considered recoverable, Ruppert said, "today, it is coal quality, and not coal quantity, that controls coal pruduction in the Appalachian basin." Of the coal that is not economically viable today, disadvantages include high sulfur content, and seams that are thin or deep underground.

Bill Raney, with the West Virginia Mining Association said, "right now, we're mining coal seams we passed over years ago. I've got a lot of hope in technology." Raney said that the value of coal would impact the amount recovered. Northern Appalachia coal that is high in sulfur content cannot be used under clean air standards, but funding for clean coal technologies that might allow burning of higher sulfur content coal is being considered by Congress.

Approximately 40 percent of national coal production is located in the Appalachian basin, and coal is used to produce about half of national electric generation.
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