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December 5, 2025

PPL Corp.

FirstEnergy
PJM TEAC Briefs: Oct. 8, 2025
PJM presented several non-competitive projects it plans to recommend be included in the 2025 Regional Transmission Expansion Plan Window 1.
Exelon
PJM TEAC Briefs: Sept. 9, 2025
PJM and the New Jersey Board of Public Utilities are in discussions on how the transmission and interconnection facilities planned for the state’s offshore wind aspirations can be put on ice in the wake of all the generation developers pulling out of their projects.
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. 
Sen. Dave McCormick
$92B in Power, Data Center Infrastructure Planned in Pa.
New technology and energy facilities are planned for Pennsylvania at a cost of more than $90 billion, including multiple power plants and data centers, possibly co-located.
Yes Energy
FERC Dives into Thorny Resource Adequacy Issues at Tech Conference

FERC spent June 4-5 looking into resource adequacy across the markets it regulates. 

Aurora Energy Research
Around the Corner: The Promise, Uncertainty and Unparalleled Risk of Data Center Load
Columnist Peter Kelly-Detwiler writes about the explosion of data center load requests and the enormous risks to utilities and ratepayers of overbuilding assets.
Casey Monaghan, CC-BY-SA 2.0, via Wikimedia
Utilities Pushing for Return to Owning Generation in Pennsylvania
Spiking capacity prices in PJM have PPL and Exelon pushing for a potential return to utility-owned generation in Pennsylvania, which three former PUC chairs warned would be harmful to consumers.
Talen Energy
FERC Rejects Expansion of Co-located Data Center at Susquehanna Nuclear Plant
FERC rejected an amended ISA filed by PJM to allow an existing data center co-located at a Talen Energy nuclear plant to expand, saying it did not meet the commission's standards for changes from its pro forma rules.
Casey Monaghan, CC-BY-SA-2.0, via Wikimedia Commons
PPL Backs Utility-owned Generation in Pa. After PJM Capacity Price Spike
PPL reported GAAP earnings of $190 million for the second quarter and executives focused on changing market dynamics in PJM during a teleconference with analysts. 

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