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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

Italy Utility Violates Antitrust

LCG, June 24, 2002--The Consiglio di Stato, Italy's high court, ruled that Enel SpA must sell generating capacity.

Italy's antitrust authority ruled last year that Enel SpA was impeding competition and should sell 20,500 MW of capacity, but the Consiglio di Stato decided that the energy company should only sell 15,000 MW capacity, 5,500 MW less than previously ordered.

The court's decision will be made more clear once the court releases its written opinion, which is expected within a month.

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