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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

FERC Reports 2000/2001 Blackouts Were Unavoidable

LCG, March 28, 2002The Federal Energy Regulatory Commission reported that Californias electricity industry could not have provided enough energy to prevent blackouts during the energy crisis.

Wednesday, FERC released the report along with a second, larger document addressing market manipulation.

The report showed "no evidence that any of the generators withheld any material amounts of available power during the hours of the firm service interruptions."

Withholding capacity was only one of a stream of allegations aimed at power plant owners after Enrons "smoking gun" memos were found last year.

The California Public Utilities Commission made a filing with FERC more than seven months ago, alleging six companies withheld electricity capacity and therefore contributed to blackouts. CPUCs report was based on data from the California Independent System Operator (ISO), a not-for-profit grid manager responsible for reliability. These six companies were AES Corporation, Duke Energy Inc., Dynegy Inc., Mirant Corp., Williams Cos., and Reliant Resources Inc.

The ISO asserted that data used to compile the CPUC report may have been inaccurate or incorrectly interpreted but does believe that either physical or fiscal withholdings may have contributed to elevated electricity prices.

FERC has essentially closed the issue of withheld capacity leading to blackouts but has not stated its position on whether or not withholdings affected the price of wholesale electricity.

The full report can be found online at www.ferc.fed.us

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