EnergyOnline

PRESS RELEASE

LCG Releases January–March 2026 PJM Congestion Outlook Featuring Fundamentals-Based 3-Month Forecast

LCG, December 2, 2025 — LCG today announced the release of its PJM Congestion Outlook for January–March 2026, delivering a fundamentals-based, three-month forecast designed to help traders and risk managers better navigate congestion risks in PJM’s FTR markets.

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MISO Long-Term Nodal Insights

LCG, November 12, 2025--LCG Consulting is excited to announce the release of the MISO 2034 Data Model, built from the latest MISO Transmission Expansion Plan (MTEP). This powerful, nodal-level data model offers a forward-looking view of generation, transmission, and load forecasts across the MISO region—empowering energy professionals to explore the grid of the future with confidence.

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New Analysis from LCG Consulting: Where AI is Located Matters – ERCOT 2030 Outlook

LCG, September 19, 2025--Artificial Intelligence and hyperscale data centers are not just driving unprecedented demand growth in ERCOT - they are reshaping the very dynamics of the grid.

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LCG Webinar: Real-Time, Real Change: ERCOT’s Market Overhaul Explained

LCG, August 1, 2025--LCG is pleased to invite you to register for our upcoming LCG Consulting Webinar, titled "Real-Time, Real Change: ERCOT's Market Overhaul Explained." scheduled for August 12, 2025, at 11 AM CT. As ERCOT continues to strengthen real-time grid reliability, the implementation of Real-Time Co-optimization Plus Batteries (RTC+B) Analysis marks an important shift for operators, traders, planners, and market participants across Texas.

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NEWS

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.

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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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Energy Market Prices and Loads

Energy Price (Actuals)
ERCOT $10.47
MISO $90.13
NYISO $66.66
CAISO $4
PJM $43
Load (Actuals)
ERCOT 39146 MW
MISO 85162 MW
NYISO 16919 MW
CAISO 26524 MW

LCG NEWS

LCG Unveils 2nd Edition of 2025 ERCOT Electricity Market Outlook

LCG Publishes 2024 Annual Outlook for Texas Electricity Market (ERCOT)

As Texas Wind and Solar Capacity Increase, Energy Curtailments are also likely to Rise

LCG 2023 Annual Outlook for Texas Electricity Market (See updated Outlook here)

LCG Publishes 2022 Annual Outlook for Texas Electricity Market (ERCOT)



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