Exelon’s advanced data center pipeline grows to 18 GW

Core Insights - Exelon reported a year-to-date income of $2.2 billion, reflecting a 17% increase from the previous year, primarily due to rate increases at PECO Energy [3] - The company is actively pursuing a role in power supply within deregulated states like Maryland and Pennsylvania, where utilities are restricted from owning power plants [4][5] - Exelon has an advanced data center pipeline of 18 GW, which has increased by 13% from the previous quarter, with potential future additions totaling 47 GW [1][8] Financial Overview - Exelon's capital expenditure program is projected at $38 billion over four years, with an additional potential transmission spending estimated between $10 billion to $15 billion [2] - The company is focusing on investments in energy efficiency, distributed solar, and storage to ensure adequate power supplies [5] Market Developments - A recent solicitation for dispatchable generation in Maryland did not meet its goals, with bids submitted by Constellation Energy and others falling short of the required effective load carrying capability [6][7] - Exelon utilities have 6 GW of potential data center customers nearing transmission service agreements, indicating strong demand for energy solutions [8][9]