Vistra and Talen Among Winners in FERC Data Center Order

The Federal Energy Regulatory Commission’s order creating pathways for data centers to be located next to power plants is a “major positive” for Vistra, Talen and other independent power producers, Capstone analysts wrote in a note.

• FERC directed PJM to establish procedures to allow for expedited connections of data centers to the grid by tapping spare capacity, revise tariffs to allow data centers to commit to non-firm or temporary transmission tariffs to reflect lower usage of the grid
• 141-page order will benefit existing generators that have significant nuclear and natural gas-fired capacity that allows them to contract directly with ...