November 6, 2024

“Data” and “centers” were probably the two most typed words here at NetZero Insider this past week as several companies that we cover held their third-quarter earnings calls with analysts.

Fresh off FERC rejecting its proposal to expand a data center at its Susquehanna nuclear plant, Constellation remained bullish on co-location, John Cropley heard, while PSEG said the ruling would not hinder developing data centers in New Jersey and is open to co-location at one of its nuclear plants in the state, Hugh Morley reports. 

Meanwhile, Eversource’s exit from the offshore wind business drove a $118 million loss in the third quarter, Jon Lamson wrote, and James Downing covered the North Carolina Utilities Commission’s approval of Duke’s consolidated Carbon Plan and Integrated Resource Plan. 

We also had more coverage of two energy conferences last week. Cropley was in Atlantic City for American Clean Power Association’s WINDPOWER conference: 

• Equinor Exec Gives Insight on Empire Wind 

• Industry Brainstorms on Beating Back Misinformation 

• Industry Puts on Game Face as Election Nears 

• Lessons Learned from Early Offshore Efforts 

• Looking for Common Ground in the Water 

And K Kaufmann was in Charlotte, N.C., for Infocast’s Southeast Renewable Energy conference: 

• Blunt Talk on Trump 

• Will the Southeast Rise Again? 

Here’s what else we had this past week: 

• ISO-NE Study Lays Out Challenges of Deep Decarbonization 

• RFF Report Evaluates Biden Effort to Help Coal Communities 

• State Funds Support Microgrids on California’s Tribal Lands 

• Wash. Gov. Approves Controversial Wind Farm 

• Ørsted Values Latest Revolution Wind Setback at $175M 

See you next week!