AES · 10-Q · 2026Q3 · Full report

Data Center Load Growth

AES CORP · 2026-11-03 · Importance 40 · Surprise 42 · In source text

AES Indiana cited increasing demand in its service territory, primarily driven by a new data center campus planned for Monrovia, Indiana. Its plan to serve the campus includes additional generation resources, two development-stage Indiana renewables projects, energy storage at the existing Hardy Hills renewable facility, and transmission upgrades. AES Indiana executed construction service and electric service agreements with the data center customer that include minimum demand commitments, financial assurances, and exit provisions; the IURC approved the plan on October 7, 2026.

Key facts

• AES Indiana's Monrovia Project petition included agreements with the data center customer for high-voltage retail electric service, with financial assurances, minimum demand commitments, and exit provisions; the IURC approved the petition and plan on October 7, 2026. source
• AES Indiana filed a petition on April 22, 2026 seeking approval for generation resources and energy infrastructure investments to serve rising demand, primarily from the anticipated Monrovia, Indiana data center campus. source
• AES Indiana's Monrovia Project plan seeks approval to acquire two development-stage Indiana renewables projects and develop and construct energy storage at its existing Hardy Hills renewable facility. source

Impact estimates