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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

Duke Closing Merchant Business Unit

LCG, Mar. 7, 2003--Duke Energy will sell off assets and discontinue new financing arrangements through its Duke Capital Partners unit, which provided capital financing and advisory services to merchant energy developers.

Duke Capital Partners operations have been conducted through offices in Charlotte, N.C., and Houston, and currently employ 30 people. Richard Osborne, Duke Energy's executive vice president and chief risk officer said, "Duke Capital Partners built a sound portfolio of quality assets in its three years of operations. However, the energy industry has changed tremendously in that time."

The unit, which started assisting clients in North America with debt and equity financing in 2000, will sell approximately $350 million worth of assets over two years.
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