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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

CA Could Pay Business Not to Use Power

LCG, June 18, 2002--A new initiative is expected today, which suggests paying businesses who reduce their electricity usage during peak demand.

The State of California Demand Reserves Partnership is an attempt to prevent blackouts through conservation by allowing as much as $50 million to go to participating businesses.

Businesses would consent to limit electricity use during peak demand beforehand and would subsequently be monetarily compensated for yielding "immediately verifiable" capacity up for redistribution.

APX Inc., which expects to receive $2 million annually for running the program, says that such a move can be implemented "almost overnight," and that Ohio is also considering a similar program.

While the program might free up electricity during peak demand, the state has not been facing the threat of blackouts recently and saw several new plants come on line this year already.

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