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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

Vestas to Deliver 3.45 MW Turbines to Bearkat I Wind Farm in Texas

LCG, March 31, 2017--Vestas announced yesterday its first order with Copenhagen Infrastructure Partners for 43 V126-3.45 MW turbines in the United States. The firm and unconditional order totaling 148 MW is CIP's first equity investment in onshore wind in the U.S. The order includes supply and commissioning of the turbines, together with a 20-year service agreement.

The turbines will be installed at the Bearkat I Wind Project in Texas. Delivery is expected to begin later this year in the third quarter, with commissioning planned for the end of 2017. Bearkat I has a total capacity of 196.7 MW and will include 57 V126 3.45 MW turbines.

The President of Vestas' sales and service division in the United States and Canada stated, "We are honored to partner with CIP on their first investment in the U.S. and expand our 3 MW platform footprint even further. Texas and the rest of the wind belt are traditionally 2 MW territory, but we've shown yet again that we can deliver a winning cost of energy in that region with both our 2 MW and 3 MW platforms and that provides tremendous flexibility and competitive advantage for our customers."
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