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News
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LCG, February 24, 2026--The AES Corporation (AES) and Google today announced agreements for clean power generation that will be co-located with a new Google data center in Wilbarger County, Texas. The agreements include a 20-year Power Purchase Agreements (PPA) for co-located power generation. These coordinated energy projects and powered land will enable Google to rapidly expand its operations to meet demand for core services, while AES will expand its power generation portfolio.
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LCG, February 23, 2026--Amazon today announced plans to invest $12 billion to develop and construct state-of-the-art data center campuses in northwest Louisiana that will support cloud computing technologies. Amazon is partnering with STACK Infrastructure, the developer and owner of the campuses, to lead the construction and development of the data center facilities. Amazon has already invested in solar energy projects in Louisiana, bringing up to 200 MW of new carbon-free energy onto the grid.
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Press Release
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.

For the full report, email us at info@energyonline.com.
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UPLAN-NPM
The Locational Marginal Price Model (LMP) Network Power Model
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UPLAN-ACE
Day Ahead and Real Time Market Simulation
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UPLAN-G
The Gas Procurement and Competitive Analysis System
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PLATO
Database of Plants, Loads, Assets, Transmission...
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