The company is in “advanced discussions” with large-load customers representing another 1 to 2 GW, CEO David Campbell said during a second-quarter earnings call.

Power generation retail sales grew 72% year over year. To meet demand, the company is resuming production of a 10-MW medium-speed gas reciprocating engine platform it stopped manufacturing in 2022, said CEO and Chairman Joseph Creed.

A group of incumbent utilities asked FERC to suspend competitive bidding for some transmission projects. The responsive filings are in, and the record does more than rebut the complaint — it dismantles it, writes Jim Rossi of Vanderbilt Law School.

Although the PJM Interconnection aims to hold a backstop reliability auction in late September, Vincent Sorgi, PPL president and CEO, said he expects bilateral contracting will be the main pathway for adding generation in the region.

The company booked 15 GW in new orders this quarter, executives said, with lead times running three years or more. It also plans to expand its transformer manufacturing capacity 50% by 2030.

“I'd like to see the queues culled, at the end of the day,” said Vistra CEO Jim Burke in a second quarter earnings call.

The residential solar-and-storage provider is looking to diversify its revenue while increasing focus on “unlocking value from the customers and assets we already have,” CEO Mary Powell told investors.

Constellation Energy expects Texas’ Batch Zero large load interconnection process will resume without “meaningful delay.”

Executives at parent company Sempra said they support the governor's pause on new data center interconnection approvals, citing a need for durable long-term outcomes amid growing public opposition.

The federal utility’s total operating revenue was $10 billion over the first nine months of the fiscal year, up 3% year over year, with a net income of $965 million.