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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

FirstEnergy Nuke Restart Planned

LCG, Sept. 22, 2003--The Ohio-based Davis-Besse nuclear plant that was shut in February 2002, and belonging to FirstEnergy, may be restarted in four to six weeks following extensive testing, according to company officials.

Extensive corrosion of the reactor-vessel lid, which went undiscovered during a number of prior inspections, led to the shutdown. Since that time, the loss of the 925 megawatts has impacted the local availability of generation in northern Ohio. Investigators of the August blackout have noted that this put the FirstEnergy service territory in a vulnerable position before another coal-fired unit tripped offline.

Testing has focused on the cooling system for the plant, and operating pressure was gradually increased during procedures last week until difficulty with a valve brought a halt to the test. Lew Myers, FirstEnergy's chief operating officer for the nuclear division, has stated that the cooling system tests are giving promising results. A restart would need to have the approval of the U.S. Nuclear Regulatory Commission.
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