Allison W. Good

Washington, D.C.

Senior Power Finance Reporter at S&P Global

Senior power finance scribe @SPGCI. Previously: midstream oil and gas, LNG. New Orleanian in exile, Tipitina’s person. Your local internet spoonie. Views=mine.

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Articles

North American wind, solar power contract prices increase in Q2 - LevelTen

Jul 24, 2024 | spglobal.com | Allison W. Good

North American wind, solar power contract prices increase in Q2 – LevelTen US efforts to protect solar manufacturers from a glut of cheap overseas supplies may have driven second-quarter power purchase agreement prices higher, according to LevelTen Energy. Source: Mario Tama/Getty Images News via Getty Images.
PJM utilities defend challenge to Talen's datacenter supply deal

Jul 19, 2024 | spglobal.com | Allison W. Good

American Electric Power Co. Inc. and Exelon Corp. are maintaining that Talen Energy Corp.'s pending application to deliver 480 MW of colocated load to an Amazon.com Inc. datacenter requires the Pennsylvania nuclear plant providing the power to incur system charges from PJM Interconnection LLC.
Talen asks FERC to reject PJM utilities' challenge to datacenter supply deal

Jul 8, 2024 | spglobal.com | Allison W. Good

Talen Energy Corp. asked federal regulators to deny a protest by American Electric Power Co. Inc. and Exelon Corp. of an interconnection service agreement for the colocation of an Amazon.com Inc. datacenter campus at the Susquehanna Nuclear site.
2 PJM utilities dispute Talen plant's ability to serve datacenter off grid

Jun 26, 2024 | spglobal.com | Allison W. Good

___ latest-news-headlines Market Intelligence /marketintelligence/en/news-insights/latest-news-headlines/2-pjm-utilities-dispute-talen-plant-s-ability-to-serve-datacenter-off-grid-82222955 content esgSubNav 2 PJM utilities dispute Talen plant's ability to serve datacenter off grid Exelon Corp. and American Electric Power Co. Inc.
Investors may overestimate benefits to utilities of datacenter boom - Scotiabank

Jun 18, 2024 | spglobal.com | Allison W. Good

The financial benefits for US electric utilities of ballooning demand for datacenters, and the power they will require, could materialize more slowly and less substantially than many industry participants and investors expect, according to analysts at Scotiabank.
NextEra touts interconnected generation sites to meet datacenter power demand

Jun 12, 2024 | spglobal.com | Allison W. Good

NextEra Energy Inc.'s portfolio of interconnected renewable generation, and a more developed pipeline of additional clean energy on the way, is an enormous advantage for capturing the upside from datacenter demand, Chairman, President and CEO John Ketchum said June 11. "Investors are asking the wrong question," Ketchum said during NextEra's investor conference presentation. "We focused so much on [power purchase agreements], right? How many PPAs did you sign [in] the quarter?
Investment needs, commodities-sensitive customers drove $6.2B Allete takeover

May 7, 2024 | spglobal.com | Allison W. Good

The Canada Pension Plan Investment Board and Global Infrastructure Partners' planned $6.2 billion take-private deal for Allete Inc. should help the Minnesota company better manage volatility within its renewables business and from industrial utility customers, industry analysts said, also suggesting the transaction does not portend a broader pickup of M&A activity in the sector. The acquisition amount represents a premium of approximately 19.1% to Allete's closing share price Dec.
Gas crucial to datacenter power supply until long-duration battery tech matures

May 1, 2024 | spglobal.com | Allison W. Good

Asdemandfrom large tech companies for uninterruptible electricity supplies rises, natural gas will likely account for the majority of incremental capacity additions until long-duration energy storage technology can serve as a baseload power source, industry analysts said.
Final IRS renewables tax credit transfer rule keeps guidelines intact

Apr 26, 2024 | spglobal.com | Allison W. Good

A long-awaited final rule released April 25 outlining how tax credits for clean energy projects can be transferred under the Inflation Reduction Act made no significant changes to the guidance under which renewable developers and investors have been operating.
GE Vernova wind turbine strategy 'consistent' despite NY project cancellations

Apr 25, 2024 | spglobal.com | Allison W. Good

GE Vernova Inc.'s decision to halt production of a larger wind turbine was essential to the newly public company's balance sheet repair strategy, CEO Scott Strazik said, despite the repercussions for several New York offshore wind projects.