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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

Energy Bill Conference Pending

LCG, June 4, 2002--Although the Senate nominated its 17 conference members to discuss an energy bill with counterparts in the House a month ago, the House has yet to name its conferees.

The energy bill that has been slowly making its way through the U.S. Congress has some remaining aspects to be clarified before it becomes law. The House energy bill was passed in August last year, and the Senate energy bill passed this April.

Language regarding the Alaskan Arctic National Wildlife Refuge is one source of contention holding the bill up. The U.S. House of Representatives may make a decision this week on its conference members, to number as many as 50.

The Senate Democrat conferees are Energy Committee Chairman Jeff Bingaman (NM), Joseph Lieberman (CT), John Kerry (MA), Ernest Hollings (SC), Max Baucus (MT), John Rockefeller (WV), John Breaux (LA), and Harry Reid (NV).

Republic conferees are Frank Murkowski (AK), Pete Domenici (NM), Charles Grassley (IA), Don Nickles (OK), Trent Lott (MS), Larry Craig (IA), Ben Nighthorse Campbell (CO), and Craig Thomas (WY).

Vermont Independent James Jeffords was also named as a member.

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