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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

White House Sets Funds for Public Housing Utility Bills

LCG, March 20, 2001The U.S. Housing and Urban Development said yesterday that HUD will earmark an additional $105 million to help pay the utility bills of public housing authorities and resident management corporations hurt by extended spells of unusually cold weather and high utility costs.

HUD Secretary Mel Martinez said "The cold winter weather and high utility rates have dealt a double blow to housing authorities whose budgets were locked into estimates made months ago. We're committed to helping housing authorities and resident corporations cover these extraordinarily high expenses."

Martinez explained that $55 million of the $105 million will be put into a general resources fund used to meet the total subsidy requirements for the nation's 3,100 public housing authorities. With the additional funding the account will total $3.29 billion, which is divided among the housing authorities.

The remaining $50 million, he said, will go to meet dire emergency utility needs on a case-by-casebasis, HUD said.

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