PPL ‘advanced’ data center pipeline grows to 28.3 GW in Pennsylvania
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- PPL Electric's advanced‑stage data‑center pipeline grew 12% to 28.3 GW for 2034, up from 25.2 GW three months earlier.
- PPL signed agreements that lock in payment for project work even if projects stall, and expects 0.6 GW online this year and 20.7 GW by 2030.
- Blackstone Infrastructure is partnering with PPL in an unregulated joint venture to build generation for data centers, with multiple gas‑turbine reservation agreements and PJM interconnection queue submissions.
- Vincent Sorgi, PPL president and CEO, said an initial generation announcement could come this year and noted the joint venture may join PJM’s reliability backstop auction pending rule finalization.
- LG&E and KU expanded their Kentucky data‑center pipeline to 11.9 GW (from 8 GW) and are exploring battery storage, a 266‑MW pumped‑storage project, and possible small modular nuclear reactors.
Why it matters: PPL and its investors stand to capture new revenue from the 28.3 GW data‑center load, while utilities in Pennsylvania and Kentucky must secure additional generation—battery, pumped‑storage, or nuclear—to meet the projected demand by 2030.
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