{
 "_purpose": "Large-load (mostly datacenter) power requests and signed load at US utilities and grid operators, against each system's peak demand. Reviewed by hand against primary sources (investor presentations, SEC filings, PUC filings, ERCOT testimony; peak demand from the company or EIA-861 2025). Requests overlap across utilities and use different definitions; do not sum rows. AEP Texas is inside both AEP and ERCOT.",
 "reviewed": "2026-10-09",
 "rows": [
  {
   "name": "ERCOT",
   "region": "Texas",
   "asked_gw": 474,
   "signed_gw": null,
   "peak_gw": 91.1,
   "asked_metric": "large loads (>=75 MW) ERCOT is tracking as seeking interconnection, ~90% data centers incl. crypto (as of June 2026). Signed: Batch Zero conditional base-load classification, 204 projects; NOT contracts, includes loads energized since 2022 and loads already in QSAs. Peak: max hourly demand, EIA",
   "as_of": "2026-07-29",
   "source_url": "https://www.ercot.com/files/docs/2026/07/29/ERCOT-Senate-July-29-Panel-1-Assessing-The-Grid.pdf"
  },
  {
   "name": "AEP",
   "region": "11 states",
   "asked_gw": 195,
   "signed_gw": 69,
   "peak_gw": 40.9,
   "asked_metric": "~195 GW active projects in AEP's interconnection queue (AEP-wide, not split by region). Signed: incremental contracted load by 2030 backed by fully executed ESAs and LOAs (45 ERCOT, 18 PJM, 6 SPP). Peak: non-coincident sum of EIA-861 2025 opco peaks (APCo, I&M, Ohio Power, KPCo, Kingsport, Whee",
   "as_of": "2026-07-30",
   "source_url": "https://docs.aep.com/docs/newsroom/resources/earnings/2026-07/2Q26EarningsReleasePresentation.pdf"
  },
  {
   "name": "Georgia Power",
   "region": "Georgia",
   "asked_gw": 80.1,
   "signed_gw": 15.6,
   "peak_gw": 17.1,
   "asked_metric": "large load economic development projects in the pipeline through the mid-2030s (subset of 84.8 GW total pipeline; includes the commitments). Signed: commitments = Contracts for Electric Service + Requests for Electric Service, 32 customers. Peak: EIA-861 2025 summer peak.",
   "as_of": "2026-06-30",
   "source_url": "https://psc.ga.gov/search/facts-document/?documentId=227753"
  },
  {
   "name": "PPL Electric",
   "region": "Pennsylvania",
   "asked_gw": 31.8,
   "signed_gw": 11,
   "peak_gw": 7.84,
   "asked_metric": "data center pipeline in advanced stages of planning. Signed: under signed electric service agreements ('over 11 GW'). Peak: EIA-861 2025 winter peak.",
   "as_of": "2026-06-30",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0000922224/000092222426000042/ppl-6302026exhibit991.htm"
  },
  {
   "name": "APS",
   "region": "Arizona",
   "asked_gw": 24.5,
   "signed_gw": 4.5,
   "peak_gw": 8.6,
   "asked_metric": "committed (4.5) + uncommitted load opportunity (~20) = 24.5 GW, to match rows where requested includes signed. Signed: committed load. Peak: company-stated 2025 system peak.",
   "as_of": "2026-10-01",
   "source_url": "https://s22.q4cdn.com/464697698/files/doc_events/2026/Oct/01/October-Investor-Deck.pdf"
  },
  {
   "name": "Dominion",
   "region": "Virginia",
   "asked_gw": 53.8,
   "signed_gw": 12,
   "peak_gw": 19.7,
   "asked_metric": "data center contracted capacity = ESA 12.0 + CLOA 9.4 + SELOA 32.4 GW (all paid/engineering agreements, not raw requests). Signed: Electric Service Agreements. Peak: EIA-861 2025 VEPCO winter peak.",
   "as_of": "2026-07-31",
   "source_url": "https://s2.q4cdn.com/510812146/files/doc_financials/2026/q2/2026-07-31-DE-IR-2Q-2026-earnings-call-slides-vTCII.pdf"
  },
  {
   "name": "NV Energy",
   "region": "Nevada",
   "asked_gw": 22,
   "signed_gw": 6,
   "peak_gw": 8.24,
   "asked_metric": "interest inquiries from data centers. Signed: signed Rule 9 agreements (line-extension/facilities agreements: MPC umbrella, SHVD, HVD), not ESAs. Peak: company-stated 2025 peaks, Nevada Power 6,168 + Sierra 2,073 MW (non-coincident).",
   "as_of": "2026-05-01",
   "source_url": "https://www.nvenergy.com/publish/content/dam/nvenergy/brochures_arch/about-nvenergy/rates-regulatory/recent-regulatory-filings/2026-irp/NPC-SPPC-Volume-6.pdf"
  },
  {
   "name": "LG&E and KU",
   "region": "Kentucky",
   "asked_gw": 13.7,
   "signed_gw": 1.3,
   "peak_gw": 6.8,
   "asked_metric": "potential economic development pipeline (11.6 GW of it data centers). Signed: under signed agreements. Peak: sum of KU (4,797) and LG&E (2,017) 2025 winter peaks per KY PSC data response, excl. departed municipals.",
   "as_of": "2026-06-30",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0000922224/000092222426000042/ppl-6302026exhibit991.htm"
  },
  {
   "name": "Evergy",
   "region": "Kansas, Missouri",
   "asked_gw": 16,
   "signed_gw": 3,
   "peak_gw": 10.4,
   "asked_metric": "sum of pipeline tiers, lower bound: Tier 1 signed ~3.0 + Tier 1 expansion ~2.0-2.5 + Tier 2 advanced ~1.0-2.0 + Tier 3 ~10+ = 16-17.5+ GW. Signed: active operations and signed ESAs. Peak: EIA-861 2025 summer, Metro + MO West + KS Central + KS South, non-coincident.",
   "as_of": "2026-08-06",
   "source_url": "https://investors.evergy.com/static-files/73352465-a5e0-4dbf-ac4b-98692902443f"
  },
  {
   "name": "Xcel Energy",
   "region": "8 states",
   "asked_gw": 26,
   "signed_gw": 2,
   "peak_gw": 19.8,
   "asked_metric": "data center pipeline = ~2 contracted/under construction + ~4 targeted to be contracted by YE2027 + >20 GW additional pipeline (lower bound). Signed: contracted/under construction. Peak: EIA-861 2025 summer, NSP-MN 7,205 + NSP-W 1,241 + PSCo 6,760 + SPS 4,586 MW, non-coincident.",
   "as_of": "2026-07-30",
   "source_url": "https://s202.q4cdn.com/586283047/files/doc_financials/2026/q2/Xcel-Energy-Earnings-Presentation-2026-Q2.pdf"
  },
  {
   "name": "Alliant",
   "region": "Iowa, Wisconsin",
   "asked_gw": 7.0,
   "signed_gw": 3.4,
   "peak_gw": 5.5,
   "asked_metric": "3 GW in capex plan + upper end of the 2-4 GW mature-opportunity block (which already contains the new 370 MW ESA). Excludes 'Beyond 4 GW' early-stage exploration. Signed: total contracted demand. Peak: company-stated 2025 max demand.",
   "as_of": "2026-09-30",
   "source_url": "https://s201.q4cdn.com/991130938/files/doc_presentations/2026/Sep/30/September-2026-Slides.pdf"
  },
  {
   "name": "ComEd",
   "region": "Chicago",
   "asked_gw": 26,
   "signed_gw": null,
   "peak_gw": 20.7,
   "asked_metric": "~9 GW high-probability (advanced design or FERC-approved TSAs) + ~17 GW in current or future cluster studies. Signed: derived, ~40% of the 9 GW has TSAs. Peak: EIA-861 2025 summer = PJM NSPL ComEd zone 20,713.7 MW (6/23/2025).",
   "as_of": "2026-07-30",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0001109357/000110935726000077/exc-20260730ex992.htm"
  },
  {
   "name": "Consumers Energy",
   "region": "Michigan",
   "asked_gw": 9,
   "signed_gw": 1,
   "peak_gw": 7.9,
   "asked_metric": "economic development pipeline (qualified 1.5-2 + advanced 4-5 + final stages 1-2 GW; DC, manufacturing, semiconductor). Signed: one data center under a ~20-yr Large Load Tariff agreement, sized 'up to 1 GW'. Peak: EIA-861 2025 summer.",
   "as_of": "2026-07-28",
   "source_url": "https://s26.q4cdn.com/888045447/files/doc_financials/2026/q2/CMS-Energy-Second-Quarter-2026-Results-Outlook.pdf"
  },
  {
   "name": "Ameren Missouri",
   "region": "Missouri",
   "asked_gw": 7.4,
   "signed_gw": 2.8,
   "peak_gw": 6.9,
   "asked_metric": "executed construction agreements (3.4, includes the 2.8 with ESAs) + projects with completed interconnection studies (4). Signed: projects with ESAs. Peak: EIA-861 2025 Union Electric summer.",
   "as_of": "2026-07-30",
   "source_url": "https://s21.q4cdn.com/448935352/files/doc_financials/2026/q2/Q2-2026-Ameren-Corporation-Earnings-Call-Final-Transcript.pdf"
  },
  {
   "name": "PG&E",
   "region": "California",
   "asked_gw": 12.71,
   "signed_gw": 4.51,
   "peak_gw": 16.44,
   "asked_metric": "Data Center Pipeline, applications >=20 MW across all stages. Signed: Final Engineering (WPA signed, 3.88) + Interconnection Construction Agreement (0.49) + Construction (0.14); these are engineering/construction agreements, not ESAs. Peak: EIA-861 2025 summer.",
   "as_of": "2026-06-30",
   "source_url": "https://s21.q4cdn.com/673114418/files/doc_financials/2026/q2/Q2-26-Earnings-Presentation.pdf"
  },
  {
   "name": "DTE",
   "region": "Michigan",
   "asked_gw": 8.4,
   "signed_gw": 2.4,
   "peak_gw": 11.3,
   "asked_metric": "executed agreements 2.4 + 5-6 GW additional opportunities (2 advanced + 3-4 pipeline); 8.4 is the upper end (range 7.4-8.4). Signed: executed agreements (Oracle 1.4 approved; Google 1.0 pending MPSC). Peak: EIA-861 2025 summer.",
   "as_of": "2026-07-28",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0000936340/000093634026000144/q226presentationfinal8k.htm"
  },
  {
   "name": "FPL",
   "region": "Florida",
   "asked_gw": 21,
   "signed_gw": null,
   "peak_gw": 28.7,
   "asked_metric": "large-load interest (hyperscalers and other large customers). Signed: none announced; 12 GW in 'advanced discussions' is not signed. Peak: EIA-861 2025 summer.",
   "as_of": "2026-07-24",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0000753308/000075330826000058/neeq22026exhibit99.htm"
  },
  {
   "name": "FirstEnergy",
   "region": "6 states",
   "asked_gw": 24.8,
   "signed_gw": 6.4,
   "peak_gw": 34.8,
   "asked_metric": "total (pipeline + contracted) data center demand, cumulative to 2035. Signed: contracted = a contract to construct facilities and/or an ESA. Peak: EIA-861 2025 sum of the higher seasonal peak of each of 7 FE utilities, non-coincident.",
   "as_of": "2026-07-28",
   "source_url": "https://www.sec.gov/Archives/edgar/data/1031296/000103129626000122/ex9922q26strategicfinanc.htm"
  },
  {
   "name": "Entergy",
   "region": "4 states",
   "asked_gw": 9.5,
   "signed_gw": null,
   "peak_gw": 23.6,
   "asked_metric": "midpoint of ~7-12 GW data center 'potential additions to base case' (another ~3-5 GW other industries). Excludes hyperscale ESAs already in the base case. Signed: no GW figure disclosed. Peak: company 2025 peak.",
   "as_of": "2026-06-09",
   "source_url": "https://s201.q4cdn.com/714390239/files/doc_presentations/2026/Jun/09/Entergy-2026-Investor-Day.pdf"
  },
  {
   "name": "Duke Energy",
   "region": "6 states",
   "asked_gw": 15.4,
   "signed_gw": 7.8,
   "peak_gw": 51.4,
   "asked_metric": "high-confidence, late-stage pipeline (includes the signed ESAs). Signed: signed data center ESAs (~5.2 GW of them under construction). Peak: EIA-861 2025 sum of opco peaks (DEC 18,896, DEP 14,976, DEF 9,793, DEI 6,004, Ohio 914, KY 840), non-coincident.",
   "as_of": "2026-08-04",
   "source_url": "https://s201.q4cdn.com/583395453/files/doc_financials/2026/q2/Q2-2026-Earnings-Presentation_vF-w-Reg-G-FINAL.pdf"
  }
 ]
}