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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

DTE Selects GE Hitachi's ESBWR

LCG, June 18, 2008--Detroit Edison (DTE) selected GE Hitachi Nuclear Energy's Economic Simplified Boiling Water Reactor (ESBWR) design for a new nuclear reactor that may be constructed at DTE's existing Fermi-2 power plant site in Michigan.

DTE notified the Nuclear Regulatory Commission (NRC) that it intends to use the ESBWR in its submittal of a combined construction and operating license (COL) application this fall.

DTE has not committed to develop a new reactor; however, it is considering the opportunity and must submit an application prior to year-end to be eligible to receive federal financial incentives set forth in the Energy Policy Act of 2005.

The ESBWR design, which has a design capacity of 1,520 MW, has also been selected by Exelon, Dominion, and Entergy.


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