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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

TVA Pursues License Extension for Sequoyah Nuclear Plant

LCG, February 12, 2013--The Tennessee Valley Authority (TVA) recently announced that it completed a comprehensive application with the Nuclear Regulatory Commission (NRC) for a 20-year extension of the operating licenses for both units at Sequoyah Nuclear Plant.

The current, 40-year operating licenses expire in 2020 and 2021. The 20-year license extension will enable operation of the units, each with an electric generating capacity of approximately 1,160 MW, until 2040 and 2041. The NRC authorized renewal of 20-year operating licenses for TVA's Browns Ferry units 1, 2 and 3 in 2006.

TVA's Chief Nuclear Officer stated, "By applying for a 20-year extension of our current operating license now, we are affirming to the NRC that our plant is safe and in solid material condition. Extending the operating life of this nuclear plant supports TVA's vision to provide low-cost, cleaner electricity and a balanced energy portfolio."

TVA expects the license renewal process to cost approximately $23 million, including NRC charges to TVA to review the applications. TVA's Board of Directors approved the recommendation to submit the necessary paperwork to file a license renewal application. TVA submitted its operating license extension applications to the NRC on January 15.

The license application process will include local public meetings held by TVA over the next two years, and the scope will addresses specific requirements to assure safe plant operation. TVA stated that, as part of its application, it developed its own environmental report to support the NRC review.
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