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Arbor Signs Agreement with GridMarket for 5 GW of Baseload Power

LCG, March 25, 2026--Arbor Energy today announced an agreement with GridMarket, an energy and infrastructure project facilitator, to deliver up to 5 GW of zero-emission power starting in 2029. GridMarket supports large energy users, including data centers, manufacturers, and logistics providers, with securing reliable and cost-effective power.

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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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Industry News

Proposed New York Underground Transmission Line Appears Dead

LCG, January 4, 2005--Conjunction LLC's proposal to the New York Power Authority (NYPA) to install a 125-mile, underground electric transmission line from the Athens Generating Station into New York City via the New York State Thruway is apparently no longer under consideration, according to Conjunction LLC Chief Executive Officer Steve Mitnick. Conjunction believes NYPA has turned its attention towards another transmission proposal submitted by PSE&G.

The transmission line proposal is in response to the planned shutdown in 2008 of a generating station in Queens. Conjunction filed its original proposal in November 2003 and filed an amended application in August 2004. The August proposal included constructing a 1,000 MW, predominately underground direct current (DC) line from NYPA's Gilboa-Leeds transmission line in Athens to the Consolidated Edison Company's Rainey substation in the Borough of Queens, New York City.

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