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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

Electricity, Gas Facilities Weather Seattle Earthquake

LCG, March 1, 2001A 6.8 magnitude earthquake centered near Washington state capital Olympia at 10:54 a.m. yesterday interrupted electric service to thousands but did not significantly damage the area's power transmission and distribution lines or its natural gas pipelines.

The utility most affected was Puget Sound Energy Co. which said about 200,000 of its electric and gas customers in and around Olympia lost service but repair crews had restored service to all but around 9,000 by 4:00 p.m.

A utility spokesman said the system functioned as it was designed to during the temblor, with circuit breakers shutting off electricity to prevent fires and other problems.

The shaker was felt as far north as Vancouver, British Columbia, and as far south as Portland, ore., the home of a giant federal utility which is the largest power supplier in the Northwest. The Bonneville Power Administration said its hydroelectric facilities in the Columbia River Basin were unaffected.

Ed Mosey, a Bonneville spokesman, said three substations were hit and circuit breakers tripped, but they were turned back on after technicians determined that no damage had occurred. There were few, if any, interruptions on Bonneville's high-voltage transmission lines, he said.

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