Dafinchi AI

CMS Energy Corporation

CMS

Energy & Utilities

2w

Announcement of 1 Gigawatt Data Center Load Agreement in Michigan

CMS Energy has reached an agreement with a new data center expected to add up to 1 gigawatt of load.
This load is incremental to the existing 9-gigawatt pipeline and is expected to ramp up in 2029 or 2030.
The agreement signifies progress in the company's growth strategy and enhances future capacity planning.

FirstEnergy Corp.

FE

Energy & Utilities

2w

Significant Upside in Transmission Capital Expenditure Plan

FirstEnergy expects a 20% increase in transmission CapEx, from $2.4 billion to $3.4 billion annually, driven by data center load growth and open window opportunities in PJM.
The upside includes both the PJM open window and incremental data center investments, with potential for further upside as new contracts are signed.
Management emphasizes that the increase is based on line-of-sight and contracted projects, not frivolous additions, indicating confidence in future growth opportunities.

Eversource Energy

ES

Energy & Utilities

2w

Impact of Connecticut Legislation SB4 on Storm Cost Securitization and Customer Bills

SB4 allows for securitization of storm costs from 2018-2025, improving customer bill predictability and strengthening the balance sheet.
Legislation enables bonds to cover public benefit program costs, potentially reducing customer bill impact.
Legal and regulatory approval process ongoing, with securitization expected to take 12-18 months, likely completing in 2027.

Alliant Energy Corporation

LNT

Energy & Utilities

1w

QTS Data Center Investment and Growth Strategy

Alliant Energy announced a $10 billion investment in Cedar Rapids, the largest in Iowa history, involving a partnership with QTS Centers, a Blackstone portfolio company.
The Cedar Rapids project is a multi-phase data center development expected to reach 1,600 MW by 2028, with initial load of about 200 MW in 2026 and scaling up to full capacity by 2028.
QTS is also pursuing a multiphase data center project in Madison, with active negotiations and community engagement, indicating a strategic focus on data center growth as a key driver of future load.
The company emphasizes transparency and high confidence in mature projects, with a focus on converting advanced discussions into concrete growth, and plans to update CapEx plans in Q3.
QTS's projects are expected to significantly contribute to Alliant's load growth, requiring new generation resources, primarily gas turbines, to support the increased demand.

DT Midstream, Inc.

DTM

Energy & Utilities

2w

FID on $600 Million of New Organic Growth Projects with 90% in Pipeline Segment

Reaching FID on approximately $600 million of new projects, with about 90% within the growing pipeline segment.
Key projects include a 15% capacity expansion of Guardian Pipeline anchored by a 20-year negotiated rate contract with an investment-grade utility.
First phase of interstate pipeline modernization focusing on Guardian Pipeline to improve reliability, supported by regional power demand growth and LNG connectivity.

Bloom Energy Corporation

BE

Energy & Utilities

2w

Strategic Partnership with Oracle for Rapid Data Center Power Deployment

Bloom has partnered with Oracle to power their AI data centers, committing to deliver power within 90 days.
This is the first direct engagement with a hyperscaler, showcasing Bloom's capability to operate at large scale and at 'AI speed'.
The deployment is islanded, load-following, and designed to demonstrate Bloom's ability to provide quick, reliable, and scalable power solutions for mission-critical AI infrastructure.

Kosmos Energy Ltd.

KOS

Energy & Utilities

2w

Gimi LNG Project Achieves Commercial Operations Date (COD) with 6.5 Cargoes Lifted in 2025

Gimi FLNG achieved COD in late June, marking a key milestone for the GTA project.
Targeting full capacity of 2.7 million tonnes per annum in Q4 2025.
Lifted 6.5 gross cargoes year-to-date, with expected increase in production during winter months.

GWH

Energy & Utilities

5d

Strategic Pivot to Long-Duration Energy Storage and Market Focus

ESS has shifted its strategic focus towards long-duration energy storage solutions, emphasizing the Energy Base product as a core growth driver.
The company highlighted the limitations of short-duration storage and lithium-ion technologies, positioning itself as a leader in scalable, safe, and sustainable long-duration storage.
Management noted a significant increase in market demand, with proposal activity exceeding 1.1 gigawatt hours since the Energy Base launch in February.
The company’s relationships with Tier 1 customers and utilities are foundational to its long-term growth strategy in the evolving energy transition market.
ESS’s pivot includes a focus on building a commercial pipeline with a growing number of RFPs and strategic partnerships, signaling a shift from project-based to pipeline-based revenue.
The company aims to convert commercial momentum into multiyear agreements, targeting revenue growth starting in 2026.