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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

Debate on Vietnamese Dam Pushed Back

LCG, Mar. 29, 2002--A vote on a large dam project in Vietnam has been delayed by the national assembly until the second session late this year, government media reported.

Plans had previously been submitted by the government, and were allegedly found to require further work, according to the Tuoi Tre (Youth) newspaper. The dam, the size of which has been revised downward, would require displacement of up to 100,000 people and cost up to $4 billion. The region selected, in the northwestern Son La province, is earthquake-prone.

The assembly has historically been cooperative with the Communist Party leadership, but has expressed a more unilateral stance recently. The need for expanded electric power supplies is seen in annual growth in demand of 14 percent in the last few years. Annual growth is projected to be above 10 percent for the next twenty years.
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