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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

More Detailed Set of Events Before Blackout Released

LCG, Sept. 26, 2003--A series of small line failures occurred in Ohio during Aug. 14th, the day of the record-setting blackout, according to a timeline produced by the Public Utilities Commission of Ohio (PUCO).

Among the lines that tripped was Findlay, in the service territory of AEP, which tripped at 3:51 p.m., and in half a second, closed again. Such an event in isolation is normal on any given day, but the report found a greater number of such events than would be expected. The small problems were seen in four utilities' control areas, with over 50 experienced by FirstEnergy and AEP, and others in the territories of Cinergy Corp. and Dayton Power & Light Co.

The timeline and report, which were sent to Ohio Gov. Bob Taft, provide a fuller picture than was available based on any single utility's data.
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