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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

Ameren Announces New Nuclear Reactor Under Consideration at Callaway

LCG, December 6, 2005--Ameren Corporation announced late last week that it is evaluating the addition of another nuclear reactor at its Callaway Plant in Missouri.

Gary Rainwater, chief executive officer and president of Ameren Corporation, made the announcement last Thursday. According to Rainwater, the new reactor would cost about $2 billion and could commence operations in 2017, at the earliest. Ameren is currently exploring options for base load power stations, and a decision is expected in the next three years. A factor that favors nuclear power is that no greenhouse gases are emitted.

The existing Callaway Plant is a Standardized Nuclear Unit Power Plant System (SNUPPS) that uses a Westinghouse four-loop pressurized water reactor and a General Electric turbine-generator. The plant, located about twenty-five miles northeast of Jefferson City, went into service December 1984 and has a net generating capacity of 1,126 MW. The site was initially developed with the idea of adding a second unit in the future.

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