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Phase 34

Utility Intelligence Layer

Deep-dive on IRPs, rate cases, procurement, regulatory filings and physical constraints across priority utilities.

Utilities Tracked
10
priority coverage
Avg Stress
79
Active Rate Cases
6
regulatory live
Critical Constraints
4
Dominion Energy
VA
94
stress
IRP
Filed 10/2024 — doubled DC load forecast to 40GW by 2039
Rate Case
Pending — 9.4% ROE request
Procurement
5GW solar, 3GW gas, 1GW SMR exploration
Constraints
Substation transformer lead times 4+ years
Entergy
LA/MS/AR/TX
88
stress
IRP
MISO South IRP — Meta/AWS load triggered 6GW gas expansion
Rate Case
Approved LA 8.95% ROE
Procurement
Orange County 1.5GW CCGT, Richland Parish PPA
Constraints
Gas turbine delivery 2027+
Duke Energy
NC/SC/FL/IN/OH/KY
78
stress
IRP
Carolina IRP — 10GW gas + nuclear extension
Rate Case
Active NC + IN
Procurement
Marshall coal-to-gas; SMR siting study
Constraints
NC permitting bottleneck
Ameren
MO/IL
72
stress
IRP
Refiled 2025 — added 4GW gas + 2.4GW renewables
Rate Case
MO approved 9.85% ROE
Procurement
Castle Bluff CCGT, McKinley wind
Constraints
Transformer / interconnection backlog
DTE Energy
MI
68
stress
IRP
Approved 2024 — coal retirement accelerated
Rate Case
Pending — distribution modernization rider
Procurement
Trenton Channel solar, Belle River gas conversion
Constraints
Distribution capex tradeoff
Oncor
TX
86
stress
IRP
T&D operator — $36B 5-yr capex plan
Rate Case
Settled 2024 — 9.7% ROE
Procurement
n/a (wires-only)
Constraints
ERCOT generation queue, transformer shortage
CenterPoint Energy
TX/IN/MN/OH
70
stress
IRP
TX Resiliency Plan $5.7B
Rate Case
TX approved 2025
Procurement
Houston-area peakers
Constraints
Hurricane resiliency capex competing with load
Georgia Power
GA
76
stress
IRP
2025 update — 8.2GW new load by 2030
Rate Case
Pending — Vogtle cost recovery
Procurement
Yates CCGT, Plant Bowen extension
Constraints
Coal retirement timing
AEP
Multi-state
82
stress
IRP
Ohio + Indiana — 15GW DC load forecast
Rate Case
Multi-jurisdictional active
Procurement
Indiana CCGT, OH transmission upgrades
Constraints
Generation / transmission concurrency
Xcel Energy
MN/CO/TX/NM/WI
71
stress
IRP
CO Clean Energy Plan, MN integrated distribution
Rate Case
CO + MN active
Procurement
Sherco solar, Comanche retirement plan
Constraints
Coal closure cadence vs DC load