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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.

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.

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.

In our latest study, we found:

ERCOT's 2030 peak demand forecast surged from ~86 GW in 2022 to 138 GW in 2025, with raw projections as high as 208 GW.

Locational siting matters: one solar project's curtailment dropped from 45.8% -> 21.5% with a substation shift, while another’s rose from 0.1% -> 15%.

Batteries thrive on volatility, not just high prices. Panhandle nodes with frequent swings are attractive for arbitrage.

Weather assumptions change everything: using 2023 profiles instead of 2013 increased unserved energy more than 10x.

Flat AI loads are reshaping seasonal stress — winter is no longer a "shoulder" season, but a period of peak concern.

The takeaway is clear: It's not just how much demand is added, but where and under what conditions it materializes.

We've summarized our key findings in the image below.

Summary graphic of key findings: demand growth, locational siting, battery opportunities, weather impact, and seasonal stress

For the full report, email us at info@energyonline.com.

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

Arbor Signs Agreement with GridMarket for 5 GW of Baseload Power

Faster-than-Expected Data Center Load Growth May Cause Increased Regional Short-term Fossil Fuel Generation and Wholesale Electricity Prices

Press Release

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