Talen Energy
On top of its 350 MW of current data center load, PSEG has received formal applications for nearly 400 MW of new data center load and inquiries on over 1,200 MW in data center feasibility studies in new business.
Constellation Energy remains bullish on data centers co-located with nuclear power plants, despite FERC rejecting terms for the expansion of one such agreement in a high-profile ruling.
A common refrain at FERC’s technical conference on the co-location of data centers was that the issue is just part the broader problem of resource adequacy.
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.
Several public interest organizations have filed a complaint with FERC contending PJM’s capacity market inflates consumer prices by not counting generators operating on RMR agreements as a form of capacity.
A spike in PJM capacity prices and generator deactivations could increase monthly costs in Maryland by as much as 24% for some.
Constellation Energy turned in another solid quarterly report Aug. 6, boosting its earnings guidance for the year and offering a rosy picture for the future of its nuclear power fleet.
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.
New Jersey last year put an additional 62,426 new EVs on the road, a 68% increase over 2022, which has prompted some advocates to suggest the state is in reach of its goal of having 330,000 EVs in the state by 2025.
Talen Energy’s deal to carve out capacity from its Susquehanna Nuclear Plant to serve a growing data center on its site drew protests at FERC from other parties who argued the deal and others like it could shift costs and threaten reliability.
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