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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

ComEd, AEP, Illinois Power Join PJM

LCG, June 26, 2002--Commonwealth Edison Co., Illinois Power, and American Electric Power Co. will join the grid operator PJM Interconnection LLC.

The utilities intend to create a for-profit independent transmission company with National Grid USA inside PJM's PJM West, although PJM itself is a nonprofit grid operator.

The four companies signed a memorandum of understanding and sent it to the Federal Energy Regulatory Commission yesterday. ComEd, AEP, and Illinois power will join PJM whether or not the independent for-profit company is finalized.

PJM may become a Regional Transmission Operator, or RTO, if FERC decides to give the grid operator approval.

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