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December 5, 2025

July 2025

Constellation Energy
N.Y. Makes Case for Extending Nuclear Subsidies to 2049
The Department of Public Service proposes the state extend its subsidy program for its commercial nuclear facilities from 2029 to 2049 to help ensure the operators of America’s two oldest reactors seeks to relicense them. 
Southern Co.
Southern Expects Large Load Growth to Continue
Southern Co.'s second-quarter earnings were down slightly from the prior year, but executives said they expect healthy growth from the continued addition of large loads such as data centers.
© RTO Insider 
SPP’s Rew to Retire After 35 Years in Operations
SPP says its longest-tenured employee, Senior Vice President of Operations Bruce Rew, will retire in December and be replaced by C.J. Brown.
Google
PG&E Data Center Proposals Nearly Double in 2025 to 10 GW

Data center applications are piling up in Pacific Gas and Electric’s territory, with some of the new load projected to come online in 2027.

© RTO Insider LLC
AEP, Xcel ‘Navigate Rapidly Evolving Energy Policy’
American Electric Power and Xcel Energy say clean energy projects are still a part of their plans, despite the hurdles placed in front of them by the federal government’s budget reconciliation bill.
CAISO
WEIM Q2 Benefits Exceed $420M, as Total Tops $7.4B
CAISO’s Western Energy Imbalance Market provided participants with $422.44 million in economic benefits during the second quarter of 2025, up 15% compared with the same period year earlier despite no change in membership. 
Cleco
IMM: MISO Should Penalize Gen that Falls Flat on Emergency Output
The MISO Independent Market Monitor called on the RTO to develop a penalty system for generation for underperformance during emergencies.
Consumers Energy
DOE Extension of Michigan Coal Plant Cost $29M in 1st Month
The Michigan coal plant kept online by an emergency order from the U.S. Department of Energy cost $29 million to run in a little over a month.
PPL
PPL Briefs Analysts on Efforts to Serve Data Centers in Pa., Ky.
PPL expects the current surplus of generation in its Pennsylvania territory will be lost to demand growth from data centers in the next five years and said it has plans to help meet that growing demand with new generation. 
© RTO Insider LLC
Industry, Regulators Grapple with AI Demand at NARUC Policy Summit
Growing power demand from data centers dominated conversations at the NARUC Summer Policy Summit, where industry members and Trump administration officials advocated for the rapid addition of fossil fuel resources and infrastructure to meet load growth.

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