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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

EU Energy Plan Opens Market

LCG, March 18, 2002-After France conceded, the European Union came to the decision to open energy markets.

Over the past weeks France has been avoiding giving in to pressure from the rest of the EU regarding creating a free market to replace its state-run energy industry. However, France conceded this past Saturday at the EU summit, and European energy markets will be opened to competition.

Officials from pre-election France were hesitant to take up free-market initiatives and were not convinced that competitive markets would improve service. The EU has planned to make decisions sometime this year regarding how governments will protect non-commercial energy supply to the public, an issue France has insisted be addressed.

The EU will allow private gas and electricity companies to operate freely within the 15 participating nations beginning in 2004.

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