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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

Hurricane Isabel Leaves over 600,000 Without Electricity

LCG, September 18, 2003More than 638,000 people in North Carolina and Virginia lost power Thursday, when Hurricane Isabel struck.

The storm knocked over trees and snapped power lines, taking out electricity service in North Carolina and Virginia. More power outages are expected as Isabel continues on its path.

The storm has also caused 1,500 flights along the East Coast to be cancelled, and the eye came ashore at 2 pm EDT this afternoon, bringing gusts of up to 105 mph.

Many services in the Washington, D.C. area have also been shut down. The airport, subway, and Amtrak were closed in anticipation of the storm.

Duke Power, Dominion Virginia Power and Dominion North Carolina Power are among those that supply electricity to the affected region.

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