NextEra Energy reported a 9.5% year-over-year boost in adjusted earnings per share. And subsidiary Florida Power & Light has upped its large-load demand forecast by 33% (from 6 GW to 8 GW).
Exelon’s “high probability” data center pipeline has shrunk by almost 40% since late 2025 (now landing at 11 GW). Why? The company is working to “weed out speculative projects,” CFO Jeanne Jones said. Plus, Exelon utilities are inking agreements with interested data center customers to shield other ratepayers from upfront costs.
Xcel Energy is planning to meet rising data center demand (a pipeline >20 GW) with 11.4 GW of renewables, 3.4 GW in gas generation, and 2.2 GW of storage. Oh, and roughly 1.7K miles of new transmission lines.
Molly Glick
Energy Central Team
Sun, Aug 2
NEWS: It’s the most wonderful time of the year: Q2 earnings report season. We’ve got the highlights. 🎅
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