Browsing Tag
PJM Interconnection
38 posts
Talen Energy forecasts up to $2.85 bn in 2027 EBITDA as electricity demand accelerates
Talen Energy unveils a $3 billion buyback and forecasts 26% EBITDA growth in 2027. Discover what its earnings outlook means for investors.
Capital Power earnings rise as Meta data centre agreement strengthens long-term electricity demand outlook
Capital Power EBITDA rises 16% to C$553 million as its Meta data centre agreement boosts growth prospects. Explore the earnings and cash-flow risks.
Vistra (VST) completes $4bn Cogentrix acquisition, but can 5.5 GW of gas capacity deliver expected returns?
Vistra has completed its acquisition of Cogentrix Energy, adding 10 natural gas generation facilities and expanding its US fleet to nearly 50,000 MW. The transaction was originally valued at approximately $4 billion after expected tax benefits, but its investment case depends on delivering forecast cash-flow accretion while maintaining balance-sheet discipline.
Google and Voltus target gigawatt-scale grid flexibility as data center growth reshapes US electricity markets
Google expands its Voltus virtual power plant deal to 1,070 MW. Explore how AI data center demand is reshaping US electricity investment.
FuelCell Energy achieves near-100% PJM capacity accreditation as US data center electricity demand accelerates
FuelCell Energy earns a 99.873% PJM capacity rating as data center power demand surges. Explore its growth potential and investor implications.
AI data centers face a new power bottleneck after FERC blocks key PJM electricity rules
Federal regulators have rejected major elements of PJM Interconnection's proposed framework for managing data-center electricity demand, raising questions about grid reliability, customer costs and future infrastructure investment.
Shell sells RISEC power plant for $715m and buys Pennsylvania gas generation
Shell is selling its 609 MW RISEC gas plant interests for $715 million while acquiring 169 MW at Hunlock Creek, replacing raw generation scale with a smaller asset positioned inside the PJM power market.
Google turns to Eos Energy for long-duration storage as West Virginia data-center power demand grows
Eos Energy stock surged after Google backed a $350 million West Virginia power project using its zinc batteries. See why the deal matters.
Hecate Energy’s $1.2bn public listing moves forward after lender issues are resolved
Hecate Energy clears a major hurdle to its $1.2 billion Nasdaq deal as its 47 GW power pipeline targets surging U.S. data-center demand.
Equinor to pay $940m for Lackawanna as Appalachian gas strategy moves into PJM power
Equinor is paying $940 million for preferential economic rights in Pennsylvania’s 1,483MW Lackawanna Energy Center, adding gas-fired generation beside a 1.7 Bcf/d Appalachian gas position as PJM prepares for sharply higher electricity demand.