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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

California ISO Goes Ahead with $473 Million Upgrade

LCG, June 26, 2002--The California Independent System Operator has taken a step to remedy a transmission bottleneck on "Path 15."

The ISO approved $437 million to expand Path 15, which connects Northern and Southern California.

Two pre-existing 500 kilovolt lines will be joined by a third in the Central Valley, and major substations will be improved to add 1,500 MW in transmission. The project should be completed in 2004.

The ISO says that the upgrade will yield $100 million a year in savings and up to $300 million in dry years.

Pacific Gas and Electric utility, Trans-Elect Inc., and the Western Area Power Administration will pay for the project, although Trans-Elect will pay the most and therefore receive the larger part of the transmission rights.

The project has yet to be approved by the California Public Utilities Commission.

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