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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

Alberta Minister Seizes on Russian Stance on Kyoto

LCG, Sept. 30, 2003--The Alberta Environment Minister Lorne Taylor found some accord with remarks made by Russian President Vladimir Putin that indicated some doubt as to whether the Russian government should ratify the Kyoto accord on climate policy.

Russia represents 17 per cent of the emissions represented by possible signatories of Kyoto, while voting equivalent to 55 per cent of the emissions represented is required for the treaty to go into effect. This gives Russia the ability to derail the climate accord if it fails to ratify it. Taylor expressed the opposition of some Alberta industry representatives and government officials to what they see as economic fallout from Kyoto, given that Alberta depends heavily on energy resource extraction. According to Taylor, who spoke to the Edmonton Journal from the five-day World Cimate Change conference, Putin "very clearly said exactly what Alberta's been saying, we'd better understand the mechanisms and the effects on the economy before we rush forward with ratification."

Taylor will discuss possible ways to reduce emissions without Kyoto when he meets with governors in energy-rich areas of Russia. Environmentalists, as well as Canadian Environment Minister David Anderson, voiced some confidence that Russia will vote to ratify the treaty, and attributed Putin's remarks that warmer temperatures "would not be scary, maybe it would be good," to political posturing before upcoming parliamentary elections. Putin said, "A decision will be taken when this work is finished."
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