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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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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.

Read more

Industry News

Northern Illinois to Become Part of PJM in November

LCG, July 10, 2003--The planned October start date for Commonwealth Edison's participation in the wholesale electric power market as part of the Pennsylvania-Jersey-Maryland Interconnection has been pushed to November, according to the grid manager.

Stakesholder input led to the decision to delay the start, said Richard A. Wodyka, PJM's senior vice president. "PJM prides itself on an open, colaborative stakeholder process. Our members and state commissions have requested added time for participant readiness and we are being responsive to this feedback," Wodyka said.

PJM started to handle administrative aspects of transmission services for the part of ComEd's service territory within Illinois. PJM also was permitted to take control of ComEd's transmission assets by the Federal Energy Regulatory Commission. In February, it became responsible for reliability measures in the Illinois ComEd service area.
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