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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

Newsmakers

Constellation Energy Group's chief financial officer Follin Smith announced that Constellation Generation Group's new chief financial officer will be James K. Walkington. Walkington was vice president and chief financial officer of the Raymond Professional Group, Inc. starting in 2001, and from 1995 to 2001, was vice president of financial services for Commonwealth Edison Company.

Cliff Thrasher will serve as vice president, chief financial officer and comptroller of Southern Company Generation and Energy Marketing, a unit of Southern Company that manages and generates electricity for the company's retail customers and markets energy in the competitive wholesale supply business.

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