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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

Midwest ISO and Southwest Power Pool to Remain Separate

LCG, Mar. 21, 2003--Discussion held since summer of 2001 to merge the Midwest Independent Transmission System Operator, Inc. (Midwest ISO) and Southwest Power Pool, Inc. into one organization have ended with the parties agreeing for now to function as distinct entities.

The decision was made known to the the Federal Energy Regulatory Commission. "While the process has been long and involved, both organizations have benefited through working as a single organization for nearly one year," SPP's president, John Marschewski, said. The CEO and president of the Midwest ISO, Jim Torgerson, agreed that the discussions between the SPP and Midwest ISO have helped them to address issues regarding their common border better than might have otherwise been possible.

Torgerson commented, "The conditions required to close the transaction will not be met in the foreseeable future. As such, it is now best that we focus the attention of our separate organizations on the immediate needs of our respective participants."

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