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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

Texas' Comanche Peak Nuke Off Line

LCG, June 7, 2002--Unit 2 of the TXU Energy nuclear plant Comanche Peak, in Texas, is not producing for the grid today, after going off line late yesterday.

According to a company spokesman, the original reason for the shutdown had been the detection of "high vibration in a main generator primary water pump shaft." However, after further examination, he said, "We now believe that it was a false reading on vibration ... We're now replacing that circuit card." He was not able to say until when the outage would last.

Unit 1 of the plant remains at full power as of today, according to a U.S. Nuclear Regulatory Commission status report. The owner of the plant, which is in Glen Rose, TXU Energy is a unit of TXU Corp., and as of the beginning of 2002, was the largest electric retailer in the US.
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