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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

Allegheny takes California to Court over Power Contracts

LCG, February 27, 2003-Yesterday, Allegheny Energy Inc. announced it was seeking as much as $10 billion from California.

Allegheny alleges that the California Department of Water Resources is unlawfully seeking to rewrite its power contract with the company and wants $6 billion to $8 billion for breach of contract and fraud.

A subsidiary of Allegheny has a $4.4 billion contract with CDWR; CDWR has tried to nullify or rewrite this contract, one among $43 billion in contracts it wrote during California's energy crisis of 2000/2001.

Earlier this year the CDWR filed with Sacramento Superior Court against Allegheny, alleging the company had breached contract by transferring the contract to a new subsidiary and noting the company's financial deterioration.

Meanwhile Allegheny has made new deals with lenders and has asserted California has falsely discredited its name and scared off investors.

Allegheny filed suit with the California Board of Control on Friday.

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