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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

Protective Order on California Documents Likely to Be Lifted

LCG, Mar. 5, 2003--A spokesman for the Federal Energy Regulatory Commission said today that the agency is taking steps that would allow a protective order on documents concerning California power markets to be lifted.

A summary of allegations made by California was made public, although the contents of 3,000 pages the state submitted to FERC were at first thought to require secrecy in order to protect commercially sensitive information. Sen. Dianne Feinstein (D-Calif.) and Gov. Gray Davis have each said that the evidence given to FERC provides undeniable evidence of market manipulation. At least 70 companies were named in the state's summary of its findings.

Five days' notice would be provided to those who could dispute California's conclusions about behavior in the markets before the documents would be made public. A decision by either an administrative law judge or the commission itself would be sufficient to remove the protective order. Sen. Feinstein said in a press release that she had been made to understand by FERC Chairman Pat Wood III that the commission intends to remove the order.
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