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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

Merchant Plants' Siting May Be Regulated in Kentucky

LCG, Mar. 21, 2002--A bill passed unanimously by the Kentucky Senate that would give local decision-makers greater control over merchant plant siting will now be considered by the House.

Kentucky has received 29 applications since 1999 for the building of merchant power plants. Lawmakers have expressed concern that low prices offered by Kentucky utilities would lead the plants to sell all of their power out-of-state, offering little benefit to Kentucky.

Sen. Ernie Harris, R-Crestwood, is the sponsor of Senate Bill 257, which also requires an environmental impact study for regulated and merchant plants at the local level. A siting board would be mandated to consider local input on siting decisions.

Tom Fitzgerald, of the Kentucky Resources Council, said that while he approves of Senate Bill 257's treatment of siting approval for new plants, he would like expansion decisions at existing plants to be subject to review as well.

A lobbyist for the Kentucky Association of Electric Cooperatives, Hayden Timmons, speculated that the bill's passage in the Senate raised the likelihood that the House would approve it, although House Democrats and Senate Republicans are not yet unified.
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