Talen Energy is considering alternative arrangements to supply electricity to data centers, executives with the major U.S. power company said on May 8, after regulators pushed back on a plan to fuel an Amazon data center directly from Talen's Pennsylvania nuclear power plant.
Independent U.S. power producers like Talen have seen a surge in interest over the last year -- propelling shares of the companies to record highs -- largely on the prospect of striking deals to supply electricity to Big Tech's data centers directly from the companies' nuclear plants. Regulator push-back on the so-called co-located arrangements, however, are leading some of those companies to make alternate plans.
Recommended Reading
Expand Energy Joins EQT in Triple-Investment-Grade Credit-Rating Club
2025-04-16 - The trifecta of endorsements assures Expand Energy, the largest gas producer in the U.S., a seat alongside EQT Corp. at the LNG and AI data center gas-supply negotiating tables.
CPP Wants to Invest Another $12.5B into Oil, Gas
2025-03-26 - The Canada Pension Plan’s CPP Investments is looking for more oil and gas stories—in addition to renewable and other energies.
The New Minerals Frontier Expands Beyond Oil, Gas
2025-04-09 - How to navigate the minerals sector in the era of competition, alternative investments and the AI-powered boom.
Dividends Declared Week of April 28
2025-05-04 - With first-quarter 2025 earnings underway, here is a compilation of dividends declared from select upstream, midstream and service and supply companies.
Kissler: Gas Producers Should Still Hedge on Price
2025-03-27 - Recent price jumps and rising demand don’t negate the need to protect against future drops.
Comments
Add new comment
This conversation is moderated according to Hart Energy community rules. Please read the rules before joining the discussion. If you’re experiencing any technical problems, please contact our customer care team.