earnings
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The pace of load growth has picked up across Eversource Energy’s service territories in the Northeast, the company said during its second-quarter earnings call.
Southern Co.
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.
Google
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.
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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.
PPL
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.
DTE
DTE Energy reported it is in various stages of discussion to supply as much as 7 GW to new data centers and is on track to reach agreement on the first project by the end of 2025.
GE Vernova
GE Vernova’s gas power and electrification businesses continue to surge amid growing power demand.
Bonneville Power Administration
BPA will not see further staffing cuts, CEO John Hairston said during the agency’s quarterly business review, adding that he hopes to strengthen the workforce when the government lifts federal hiring freezes.
AEP
AEP tells financial analysts that load growth, driven by commercial customers in its service territory, presents opportunities to invest in “critically needed” infrastructure.
Constellation Energy
Constellation Energy said it is closing in on new power purchase agreements and is in a good position to help meet projected data center load demand — whether in front of the meter or behind.
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