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AEP Announces 702-MW Bloom Fuel Cell Project to Serve Google in Wyoming

LCG, October 14, 2026--American Electric Power (AEP) today announced plans for a 20-year power purchase agreement (PPA) with Google, under which AEP will invest approximately $4 billion to advance a new 702-MW fuel cell generation project located near Cheyenne, Wyoming. Google will acquire power from Cheyenne Fuel Cell, LLC, which is approximately 92 percent owned and controlled by AEP and 8 percent owned by funds advised by Basalt Infrastructure Partners, LLP. AEP and its partners plan to start construction this year and to be fully operational by the end of 2028.

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Constellation and Google Announce Strategic Collaboration that Includes 890 MW of New Nuclear Capacity to PJM Grid

LCG, October 6, 2026--Google and Constellation Energy today announced a long-term strategic clean energy collaboration to bring 890 MW of new, reliable, carbon-free nuclear capacity onto the PJM Interconnection grid to meet growing demand and increase grid reliability. The first uprate is expected to be delivered by 2028.

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PRESS RELEASES

ERCOT Summer 2026: What’s Driving the Next Wave of Market Risk? (5/27/2026)

LCG, May 27, 2026--ERCOT enters Summer 2026 with healthy near-term reserve margins, but rapidly growing data center demand, persistent West Texas congestion, and the rollout of RTC+B are reshaping market dynamics faster than ever.
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Previous Press Releases

ERCOT Summer 2026: What’s Driving the Next Wave of Market Risk? (5/27/2026)
LCG Releases January–March 2026 PJM Congestion Outlook Featuring Fundamentals-Based 3-Month Forecast (12/2/2025)
MISO Long-Term Nodal Insights (11/12/2025)
New Analysis from LCG Consulting: Where AI is Located Matters – ERCOT 2030 Outlook (9/19/2025)
LCG Webinar: Real-Time, Real Change: ERCOT’s Market Overhaul Explained (8/1/2025)
LCG Unveils 2nd Edition of 2025 ERCOT Electricity Market Outlook (3/20/2025)
LCG Publishes 2025 Annual Outlook for Texas Electricity Market (ERCOT) (8/14/2024)
LCG Publishes 2024 Annual Outlook for Texas Electricity Market (ERCOT) (10/10/2023)
LCG CONSULTING PREDICTS FUTURE VALUE OF EVERY PATH AVAILABLE IN THE 2024 CAISO CRR AUCTIONS (9/12/2023)
LCG Publishes 2023 Annual Outlook for Texas Electricity Market (ERCOT) (6/10/2022)
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