ETR · Earnings call · 2026Q3T · Full report

Customer Load Growth Pipeline

ENTERGY CORP /DE/ · 2026-11-02 · Importance 44 · Surprise 24 · In source text

Management reported a strong pipeline of projects outside Entergy’s base plan, with data center interest of 7 to 12 gigawatts and traditional industrial discussions of 3 to 5 gigawatts. Entergy believes projects could convert into signed agreements within 24 months, and said it does not include every inquiry in those estimates. Management described the pipeline as capable of sustaining current growth rates well into the future, with some load potentially ramping during the current plan period and larger combined-cycle assets coming online later. Entergy also cited growth in business applications across its states and projected job growth in Louisiana as indicators of regional economic activity.

Key facts

• Entergy reported data center interest of 7 to 12 gigawatts and traditional industrial discussions of 3 to 5 gigawatts, with projects having potential to convert into signed agreements within 24 months.
• Entergy expects its 7-to-12-gigawatt and 3-to-5-gigawatt project pipeline to potentially ramp in the current period, with full assets such as combined-cycle plants in its turbine queue coming online afterward and extending growth beyond 2030.

Impact estimates