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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

Wisconsin Okays More Dry Storage for Point Beach Nuke

LCG, March 14, 2001--The Public Service Commission of Wisconsin voted 3-0 yesterday to approve a request by Wisconsin Electric Co. to build and load additional dry storage containers for used fuel at the company's Point Beach nuclear power plant.

The additional storage will provide enough capacity to allow the plant's two 525 megawatt reactors to continue operating through the expiration of their licenses in 2010 and 2013.

Wisconsin Energy Corp., parent holding company for the utility, pointed out that the U.S. Department of Energy has failed to comply with federal law that requires it to remove the used fuel from Point Beach and other reactor sites, and to dispose of it in a geologic repository. The government's inaction forced the company to resort to dry storage.

In its approval, the commission noted that all conclusions support the company's contention that shutting down the plant would be substantially more expensive than continued operation.

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