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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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Oklo Announces DOE Approval for Nuclear Safety Design Agreement of Aurora Powerhouse at Idaho National Lab

LCG, March 17, 2026--Oklo Inc. (Oklo) today announced that it has signed a U.S. Department of Energy (DOE) Other Transaction Agreement (OTA) to support the design, construction, and operation of Oklo’s first reactor, the Aurora powerhouse at Idaho National Laboratory (INL) under DOE’s Reactor Pilot Program (RPP). The DOE Idaho Operations Office subsequently approved the Nuclear Safety Design Agreement (NSDA) for the fast-fission power plant, and Oklo immediately requested DOE commence review of its Preliminary Documented Safety Analysis (PDSA).

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Industry News

Mountainview Project Starts Generating Power

LCG, December 13, 2005--Southern California Edison (SCE) announced that commercial operations commenced on Saturday at one of the two gas-fired, electric generating units at the Mountainview Project, located in Redlands, California. The second unit is scheduled to start commercial operations early next year. In total, the station will provide an additional 1,054 MW of generating capacity to the Southern California electric system.

The combined cycle station consists of two units. Each new unit includes two combustion turbine generators, two heat recovery steam generators, and one steam turbine generator.

Plant construction was started by AES in 2001. California's energy crisis led to a halt in construction. InterGen, a Bechtel-Shell joint venture, purchased the project in March 2003. SCE exercised an option to purchase the partially completed plant in March of 2004, and the construction project was completed by Bechtel.

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