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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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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.

Read more

Industry News

Office of Nuclear Security and Incident Response Launched Sunday

LCG, April 8, 2002-The nascent Office of Nuclear Security and Incident Response will work with the White House Office of Homeland Security in order to diminish security risks to the 103 nuclear plants in the United States.

Under pressure from lawmakers and other critics after September 11th-induced fears of terrorism, the government created the organization to provide support in future emergencies and to step up security at nuclear plants. It will also asses threats and manage classified documents and Nuclear Regulatory Commission counterintelligence.

The Nuclear Regulatory Commission (NRC) created the new office and is conducting meetings today regarding nuclear plant safety.

Until Sunday, the Office of Nuclear Material Safety and Safeguards had supervised plants and storage facilities.
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