Corporate News
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Vistra CEO says excess capacity in PJM, ERCOT can accommodate flexible loads
Data centers and other large load customers can use on-site backup generation as well as demand response during “super peak” hours, said Jim Burke.
By Ethan Howland • Nov. 10, 2025 -
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Duke Energy five-year capital plan could exceed $100B
The company could add more than 13 GW of new capacity to its system over the next five years, CEO Harry Sideris said.
By Emma Penrod • Nov. 10, 2025 -
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TrendlineTop 5 Stories from Utility Dive
Power demand is rising amid dramatic shifts in federal energy policy, but technology and markets continue to push the grid toward cleaner, more distributed resources.
By Utility Dive staff -
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After rate case, Con Edison Q3 electric revenues up 10.6% on flat sales
New York City’s electric and gas utility has proposed a $17 billion, three-year spending plan that includes new substations, transmission lines and storm resiliency measures.
By Robert Walton • Nov. 10, 2025 -
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Brookfield sees opportunities for nuclear, hydropower
Strong corporate procurements and U.S. government interest support the company’s “clean firm” investments as renewables remain strong, executives said this week.
By Brian Martucci • Nov. 7, 2025 -
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US manufacturing dips despite improved demand: PMI
Production deteriorated after expanding in September as tariffs and policy uncertainty continue to raise concerns and weigh on manufacturers across industries.
By Nathan Owens • Nov. 6, 2025 -
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PSEG could offer lower rates to New Jersey’s incoming governor: equity analysts
Public Service Enterprise Group is ready to work with the new administration to keep rates down and find ways to add power supplies in the state, PSEG CEO Ralph LaRossa said.
By Ethan Howland • Nov. 6, 2025 -
Courtesy of Ormat
Ormat’s energy storage revenue rises
The vertically integrated renewables firm is investing heavily in battery projects as it moves forward on enhanced geothermal pilots with SLB and Sage Geosystems.
By Brian Martucci • Nov. 5, 2025 -
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Southern California Edison’s $28B spending plan centers on wildfires, reliability
SCE expects sales to grow 1% to 3% a year through 2028, with little impact from data centers, CEO Steven Powell said.
By Emma Penrod • Nov. 5, 2025 -
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Exelon’s advanced data center pipeline grows to 18 GW
The PJM Interconnection’s market monitor continues to call for a review of how a PECO Energy-Amazon data center agreement would affect power costs and reliability.
By Ethan Howland • Nov. 5, 2025 -
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Dominion says largest US offshore wind project on track
The 2.6-GW Coastal Virginia Offshore Wind project is set for completion by the end of 2026 despite vessel delays, the utility company said Friday.
By Brian Martucci • Nov. 4, 2025 -
Courtesy of Schneider Electric
Schneider Electric sees energy management demand drive strong quarter
Data center, hotel and retail customers snapped up Schneider’s software, systems and services as it readies new energy technology market positioning.
By Brian Martucci • Nov. 4, 2025 -
Trade, policy ‘headwinds’ push First Solar to boost US production
The Arizona-based solar module manufacturer commissioned its newest facility in August and plans to add 3.7 GW in annual finishing capacity by next December.
By Brian Martucci • Nov. 3, 2025 -
Gas continues to dominate Entergy plans as data center pipeline grows
The company has agreements for several notable large load projects with Google and Meta and expects substantial load growth from commercial and industrial customers through 2029.
By Brian Martucci • Nov. 3, 2025 -
Courtesy of Holy Cross Energy
NextEra aims to restart Iowa nuclear plant by early 2029
The company’s deal with Google to reopen the 615-MW Duane Arnold nuclear plant, which stopped operating in 2020, is still subject to regulatory approval.
By Emma Penrod • Nov. 3, 2025 -
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Xcel Energy rolls out $60 billion capital spending plan
The utility is planning 7.5 GW of renewable generation, 3 GW of gas generation, 1.9 GW of energy storage, 1,500 miles of high-voltage transmission and $5 billion for wildfire mitigation.
By Emma Penrod • Updated Nov. 1, 2025 -
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The week in 5 numbers: Rising power prices amid a utility ‘super-cycle’ spending spree
Plus the federal government makes moves on nuclear development and large load interconnection.
By Meris Lutz • Oct. 31, 2025 -
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AEP capital spending plan surges 33%, to $72B, in utility ‘super-cycle’
Even with the increasing spending, American Electric Power expects it can limit residential rate hikes to 3.5% a year over the next five years, company officials said during an earnings call.
By Ethan Howland • Oct. 30, 2025 -
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DTE inks first data center deal to grow electric load 25%
The utility has a five-year, $30 billion investment pipeline to potentially serve 8.4 GW of data center load, officials said Thursday.
By Robert Walton • Oct. 30, 2025 -
Courtesy of Public Service Electric and Gas
US electric utilities entering investment ‘super-cycle,’ says Morningstar DBRS
U.S. electric utilities will spend $1.4 trillion from 2025 to 2030, the firm said. They face challenges around data center demand forecasting, rising rates and regulatory lag.
By Robert Walton • Oct. 27, 2025 -
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PG&E avoids ‘big bets’ as data center demand softens
The company remains focused on improving its credit rating, CEO Patti Poppe said.
By Emma Penrod • Oct. 27, 2025 -
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FirstEnergy expects peak load to grow 45% by 2035 on data centers
In the first nine months this year, electric sales grew 1% from the same period in 2024 but were essentially flat on a weather-adjusted basis. The company anticipates “more meaningful” increases starting in the fourth quarter.
By Ethan Howland • Oct. 24, 2025 -
Courtesy of Georgia Power/Mitsubishi Power
The week in 5 numbers: The electricity price report everyone is talking about
Plus utility identity fraud, turbine backlogs and more.
By Meris Lutz • Oct. 24, 2025 -
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GE Vernova bullish on electrical infrastructure as turbine backlog grows
GE Vernova is investing strategically in electrification, its fastest growing segment, despite “intense investor focus” on its gas turbine order ramp, said a Jefferies analyst.
By Brian Martucci • Oct. 23, 2025 -
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Houston peak load to grow nearly 50% in 6 years: CenterPoint
Industrial growth and the rise of data centers are fueling CenterPoint Energy's outlook and a $65 billion spending plan.
By Robert Walton • Oct. 23, 2025 -
Michael Ciaglo via Getty Images
State AGs probe Big Tech’s use of renewable energy certificates
Republican attorneys general from 16 states sent letters to Amazon, Google, Meta and Microsoft last month questioning claims the companies had made about their energy consumption and emissions reductions.
By Lamar Johnson • Oct. 20, 2025
