earnings
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.
Dominion Energy
Dominion Energy reported that Coastal Virginia Offshore Wind has already seen slight cost impacts from President Trump's tariffs, which could grow as the project is still on track for completion in 2026.
Xcel Energy
Xcel CEO Bob Frenzel tried to reassure the investment community that the company is better prepared for a trade war and President Trump's tariffs during a first-quarter earnings call.
GE Vernova
GE Vernova’s gas turbine sales pipeline grew 39% and its onshore wind orders dropped 42% in the first quarter of 2025 amid sweeping changes in the U.S. energy landscape.
NextEra Energy Resources
NextEra Energy posted solid first-quarter financials and said its renewables portfolio continued to grow even as President Trump began implementing pro-fossil fuel policies.
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