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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

Dynegy Ex-Executives Plead Guilty to Fraud Charges

LCG, August 7, 2003Former Dynegy executives Gene Foster and Helen Sharkey pled guilty to conspiracy to commit securities fraud.

According to the prosecution, the two bought natural gas from the partnership ABG Gas Supply LLC at $300 million below market price, sold the gas at market price, and recorded the $300 million profit. Allegedly the executives promised ABGs banks a full repayment and therefore the arrangement should have been recorded as a debt instead of a profit. The indictment included a related and allegedly inappropriate $79 million tax benefit.

Sharkey and Foster remain free on bond after entering guilty pleas and will return to court October 24 for sentencing. They have agreed to work with prosecutors.

The two executives were fired in February, and Dynegy has since reevaluated and restated its financial situation. Foster served as vice president for tax matters for Dynegy, and Sharkey was accounting manager.

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