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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

Summer Reserves for California Adequate

LCG, June 10, 2002--The California Independent System Operator reports that it has had less power than needed to achieve a 15 percent reserve margin, but so far, the margin of 7 percent has been adequate to stave off rolling blackouts.

In order to be at 7 percent or above, the ISO had to ask some generators to put off scheduled maintenance last week until after periods of elevated air-conditioning demand passed.

Some conservation that started with the onset of the 2000 power crisis seems more or less permanent, but some financial incentives have also been provided. A vote by the Legislature renewed the 20/20 program, which gives a 20% refund to households that keep usage 20% below their consumption of power in the 2000 summer season. Conservation may help, but according to the ISO, 1,500 new megawatts of generation will be needed annually to keep pace with new demand.
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