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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

GE Hitachi Nuclear Energy's ESBWR Passes Safety Review

LCG, October 28, 2010--GE Hitachi Nuclear Energy (GEH) Tuesday announced that its Economic Simplified Boiling Water Reactor (ESBWR) design passed a safety review conducted by an advisory committee for the U.S. Nuclear Regulatory Commission (NRC). With the successful review, GEH is now positioned to proceed with design certification. GEH estimates that final NRC certification for the "Generation III+" reactor model could occur by next fall.

GEH submitted the design for the 1,520-MW, ESBWR design to the NRC on August 24, 2005, and the NRC accepted the application on December 1, 2005. GEH states that the design incorporates passive safety features and simplified construction and operation.

GEH and DTE Energy are working together towards the possible development of an ESBWR project adjacent to DTE's existing Fermi 2 nuclear plant, located south of Detroit, Michigan. The NRC is currently reviewing the combined license (COL) application for the proposed Fermi Unit 3, which was submitted by Detroit Edison (a subsidiary of DTE) in September 2008. DTE has not yet made a decision to proceed with construction of the new reactor.
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