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Xcel Energy, AEP Plan to Invest $132B Through 2030
Xcel Energy and AEP both said during their quarterly earnings calls that they have increased their capital investment spend to meet increasing demand from large loads.
CAISO
Analysis Finds ‘Material’ Parallel Flow Effects in CAISO from PacifiCorp BAA Transactions
In an ongoing high-stakes analysis, CAISO has determined that transactions between PacifiCorp’s two balancing authority areas can “materially” affect parallel flows on certain CAISO transmission constraints.
Southern Co.
Southern Co.: Data Centers Continue to Power Growth
Southern Co.'s CEO and CFO said the company is on track to hit its earnings targets for 2025 amid strong growth from data centers and other large loads.
APS
New APS Gas Plant Will Offer Large-user Subscriptions
Arizona Public Service plans to build an up-to-2-GW natural gas power plant that would be paid for in part by large-load subscribers such as data centers.
Portland General Electric
PGE to Explore Alternatives After Withdrawing from WRAP
PGE is exploring an alternative to the Western Power Pool’s Western Resource Adequacy Program that better suits its upcoming participation in CAISO’s Extended Day-Ahead Market, the utility told Oregon regulators.
Nvidia
Nvidia, Emerald AI, EPRI and PJM Announce Flexible Data Center Project
The artificial intelligence industry and power industry are working together to develop the first “power-flexible AI factory” at a 96-MW facility in Manassas, Va.
Consumers Energy
J.H. Campbell Tab Rises to $80M on DOE’s Stay Open Orders
The J.H. Campbell coal plant in Michigan has racked up $80 million in net costs since late May to stay online per emergency orders from the Department of Energy.
Shutterstock
DTE Energy Lands 1.4-GW Hyperscaler Agreement
DTE Energy secured its first hyperscaler agreement and says it has enough excess capacity to power the 1.4-GW data center load without new construction.
MISO
MISO Predicts 103-GW Peak for Winter
MISO said even a 109-GW peak this winter shouldn’t prove problematic, though a more probable scenario would deliver a 103-GW peak in January.
Camerafiend, CC BY-SA-3.0 via Wikimedia Commons
4 Entities Join NV Energy in Exiting WRAP, While Idaho Power Commits

Calpine, Eugene Water & Electric Board, PGE and PNM joined NV Energy in leaving the Western Resource Adequacy Program, while Idaho Power signaled its continued commitment.


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