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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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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.

Read more

Industry News

Judge Calls for Half Year Delay on Enron Case

LCG, January 7, 2003-Federal Energy Regulatory Commission Administrative Law Judge Jeffie Massey has said an additional six months are needed to come to a decision regarding allegations that Enron Corporation manipulated the California energy market.

The Federal Energy Regulatory Commission, the Justice Department, and the Commodity Futures Trading Commission are investigating Enron's possible part in the Western energy crisis of 2000/2001. While the investigations will result in three separate cases, the agencies have agreed to share data and witnesses.

Judge Massey asserts that the Justice Department has withheld access to witnesses and data and is therefore impeding the investigation. She plans to ask for a six month delay in the hope that the Justice Department will allow more access to important information and people.

The Justice Department has effectively denied the other agencies access to former Enron trader Timothy Belden, who plead guilty last year to conspiracy regarding market manipultion.

Additionally, the Justice Department has a significant number of the records of depositions that were taken by the three agencies together.

If the case is delayed, a decision would most likely be issued by December.

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